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The top 10 investment insights on emerging market fintech

Tellimer Research Rahul
Rahul Shah @ Tellimer Research 26 March 2021
The top 10 investment insights on emerging market fintech
The top 10 investment insights on emerging market fintech

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

Vietnam avoids tricky succession, likely retains oldest leader in Asia EM

The current policy mix is certain to continue: emphasis on export-led growth, anti-corruption while preserving patronage for loyalists via the party system, slow liberalisation of foreign ownership and slow state-owned enterprise reform until there i...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 27 January 2021
Vietnam avoids tricky succession, likely retains oldest leader in Asia EM
Vietnam avoids tricky succession, likely retains oldest leader in Asia EM

China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

These military manoeuvres occur in the context of recent diplomatic (eg Hong Kong opposition resignation, Taiwan invited to Biden inauguration) and rhetorical jabs (eg Xi Jinping at virtual Davos, Antony Blinken at his secretary of state confirmation...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 January 2021
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

Vietnam's new leaders likely to pursue same policies

This event is not likely to alter the broadly positive top-down, long-term investment case in Vietnam equities. The shift to younger, more technocratically-minded leaders of the Party, the sort who have grown up in the era of market reforms and may b...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 18 January 2021
Vietnam's new leaders likely to pursue same policies
Vietnam's new leaders likely to pursue same policies

Vietnam: No punitive US tariffs despite currency manipulator label

Vietnam's manufacturing exports equated to 100% of GDP on average over the 2015-19 period, underpinning the 1.7% current account surplus (forecast for 2021 by the IMF) and the creation of jobs, and providing the impetus for consumption and constructi...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 17 January 2021
Vietnam: No punitive US tariffs despite currency manipulator label
Vietnam: No punitive US tariffs despite currency manipulator label