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The key factors limiting fintech growth

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
11 January 2021

Bangladesh Strategy 2021: Return to high growth

S. M. Galibur Rahman 1 January 2021

Facebook facepalmed: Positive emerging market implications from US anti-trust

Hasnain Malik 10 December 2020

Kenya: Covid measures boost mobile data, SMS and digital payments

Tracy Kivunyu 12 October 2020

Google Loon in Africa: Better 4G coverage is good, cutting usage gap is better

Tracy Kivunyu 17 August 2020
Latest articles in Communication Services

The key factors limiting fintech growth

The size and growth dynamic of the overall market is the top constraint faced by emerging market fintech firms. By product, overall market dynamics are important for almost all segments, but lending fintechs also regard funding access as a key challe...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 11 January 2021
The key factors limiting fintech growth
The key factors limiting fintech growth

Bangladesh Strategy 2021: Return to high growth

Before the pandemic hit the country, Bangladesh's economy maintained a steady 6%+ growth rate during FY10-FY15 and 7.0%+ growth rate during FY16-FY18, and 8.15% in FY19. Bangladesh’s foreign exchange reserve reached USD 43bn landmark in December, 202...
IDLC Securities S. M. Galibur Rahman
S. M. Galibur Rahman @ IDLC Securities 1 January 2021
Bangladesh Strategy 2021: Return to high growth
Bangladesh Strategy 2021: Return to high growth

Facebook facepalmed: Positive emerging market implications from US anti-trust

The outsized share price performance and valuation re-rating of the US mega-Tech seen in recent years, a shadow under which all other sectors and geographies have been orphaned, including non-Tech parts of emerging and frontier markets, may not persi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 10 December 2020
Facebook facepalmed: positive emerging market implications from US anti-trust
Facebook facepalmed: positive emerging market implications from US anti-trust

2021 Themes: Telcos and tech partner to capitalise on the internet usage gap

The ‘usage gap’ – people that have access to the internet but are not using it – at end-19 stood at 44% (GSMA data), representing a global population of 3.4bn. The perceived relevance of the content available on the internet to users, especially in r...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 24 November 2020
2021 Themes: Telcos and tech partner to capitalise on the internet usage gap
2021 Themes: Telcos and tech partner to capitalise on the internet usage gap

Turkey Strategy: It’s all about monetary policy once again

Once again, unorthodox monetary policies by the CBRT and how it has managed its reserves since the past year, have led to a massive Turkish lira devaluation (47% y/y against US$ and 56% y/y against Euro). At 9.1x 2020 P/E (6.8x Bloom. We are also con...
ATA Invest Cemal Demirtas
Cemal Demirtas @ ATA Invest 12 November 2020

Yandex and Tinkoff end merger negotiations

Tinkoff Group and Yandex have officially announced an end to negotiations on the potential acquisition of 100% of Tinkoff equity by Yandex ($5.48bn preliminary price indication), which was initially announced by the parties on 22 September. According...
Alfa Anna Kurbatova
Anna Kurbatova @ Alfa 16 October 2020