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Tellimer Research
Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses
18 Sep 2023
Tellimer Research
18 Sep 2023
Frontier Daily, 18 September: Angola debt service, Ukraine gains, Vietnam losses
Bualuang Securities
Central Retail Corp PCL: The tide is turning
13 Sep 2023
Bualuang Securities
13 Sep 2023
Central Retail Corp PCL: The tide is turning
Vermilion Research
Premium
Vermilion Compass: Weekly Equity Strategy
12 Sep 2023
Vermilion Research
12 Sep 2023
Premium
Vermilion Compass: Weekly Equity Strategy
Tellimer Research
Vietnam Trip Report part 2: Ho Chi Minh slowly getting its groove back
12 Sep 2023
Tellimer Research
12 Sep 2023
Vietnam Trip Report part 2: Ho Chi Minh slowly getting its groove back
Tellimer Research
Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq
11 Sep 2023
Tellimer Research
11 Sep 2023
Frontier Daily, 11 September: EM FX up, gains for high yield, Mozambique, Iraq
Tellimer Research
Vietnam Trip Report part 1: Foreign policy – upgraded US ties to balance China
10 Sep 2023
Tellimer Research
10 Sep 2023
Vietnam Trip Report part 1: Foreign policy – upgraded US ties to balance China
Tellimer Research
Vietnam Energy: Lower barriers to entry to support investment in wind and solar
8 Sep 2023
Tellimer Research
8 Sep 2023
Vietnam Energy: Lower barriers to entry to support investment in wind and solar
Tellimer Research
China's new map reasserts territorial claims, delineates future conflict in Asia
7 Sep 2023
Tellimer Research
7 Sep 2023
China's new map reasserts territorial claims, delineates future conflict in Asia
Tellimer Research
Frontier Daily, 29 August: Argentina up, Bolivia repayment, NGN and VND losses
29 Aug 2023
Tellimer Research
29 Aug 2023
Frontier Daily, 29 August: Argentina up, Bolivia repayment, NGN and VND losses
Tellimer Research
China casts a shadow: Emerging-Frontier Equity Monthly – August
28 Aug 2023
Tellimer Research
28 Aug 2023
China casts a shadow: Emerging-Frontier Equity Monthly – August
Tellimer Research
Rise of Vietnam’s VinFast signals market shift in EV sector beyond China
28 Aug 2023
Tellimer Research
28 Aug 2023
Rise of Vietnam’s VinFast signals market shift in EV sector beyond China
Tellimer Research
Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses
24 Aug 2023
Tellimer Research
24 Aug 2023
Frontier Daily, 24 August: Falling US 10y boosts LatAm/IG, APAC rate pauses
EMAlpha
EM Risk Rewards: China local debt, Vietnam real estate
10 Aug 2023
EMAlpha
10 Aug 2023
EM Risk Rewards: China local debt, Vietnam real estate
Tellimer Research
Pakistan: Jailing Imran Khan kills reform but clears path for short-term bulls
6 Aug 2023
Tellimer Research
6 Aug 2023
Pakistan: Jailing Imran Khan kills reform but clears path for short-term bulls
Tellimer Research
Internet freedom in emerging markets: Country ESG in the digital age
5 Aug 2023
Tellimer Research
5 Aug 2023
Internet freedom in emerging markets: Country ESG in the digital age
Tellimer Research
Frontier Daily, 3 August: US downgrade sell-off, Brazil cuts, Lebanon rally
3 Aug 2023
Tellimer Research
3 Aug 2023
Frontier Daily, 3 August: US downgrade sell-off, Brazil cuts, Lebanon rally
Bualuang Securities
Central Retail Corp PCL: 2Q23 preview: Profit to drop YoY and QoQ
3 Aug 2023
Bualuang Securities
3 Aug 2023
Central Retail Corp PCL: 2Q23 preview: Profit to drop YoY and QoQ
Tellimer Research
Rate cuts in EM: Who else cuts after Chile and with what risk?
1 Aug 2023
Tellimer Research
1 Aug 2023
Rate cuts in EM: Who else cuts after Chile and with what risk?
EmergingMarketWatch
Premium
Vietnam and Israel sign free trade agreement
26 Jul 2023
EmergingMarketWatch
26 Jul 2023
Premium
Vietnam and Israel sign free trade agreement
PIIE
Restricting US-China trade and investment is risky
25 Jul 2023
PIIE
25 Jul 2023
Restricting US-China trade and investment is risky
Tellimer Research
Food: India rice export ban another red flag for commodity prices
24 Jul 2023
Tellimer Research
24 Jul 2023
Food: India rice export ban another red flag for commodity prices
Tellimer Research
Frontier Daily, 7 July: UST yield spike sparks worst EM sell-off since September
7 Jul 2023
Tellimer Research
7 Jul 2023
Frontier Daily, 7 July: UST yield spike sparks worst EM sell-off since September
S&P Global
Vietnam Economy Moderates in First Half of 2023 as Exports Slump
7 Jul 2023
S&P Global
7 Jul 2023
Vietnam Economy Moderates in First Half of 2023 as Exports Slump
Tellimer Research
FDI in 2022: EM grew faster than DM, China de-risking on view
6 Jul 2023
Tellimer Research
6 Jul 2023
FDI in 2022: EM grew faster than DM, China de-risking on view
PIIE
It’s time for IPEF countries to take action on supply chain resilience
5 Jul 2023
PIIE
5 Jul 2023
It’s time for IPEF countries to take action on supply chain resilience
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Country Risk Index
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1
∙ Sovereign ∙ Pakistan
Pakistan: Reality sets in and dulls post-IMF optimism
2
∙ Strategy Note ∙ Global
Oil price spike implies China is not in the doldrums
3
∙ Macro ∙ Angola
Angola's external interest costs jump; rates on hold despite inflation rebound
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Turkey's normalisation process continues with 500bps rate hike
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∙ Flash Report ∙ Global
Azerbaijan reasserts military superiority in Nagorno-Karabakh
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