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Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Africa digital payments: telco spin-offs to forge more listed investment options

A combination of poor financial inclusion and growing mobile phone penetration (including smartphones) has made Africa a promising environment for the growth of mobile money and, more broadly, innovation in digital payments services. Partly due to th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 13 April 2021
Africa digital payments: telco spin-offs to forge more listed investment options
Africa digital payments: telco spin-offs to forge more listed investment options

SPAC listings for Grab and Traveloka show the upside for EM e-commerce

This week, Grab, Southeast Asia’s most valuable start-up, is set for the largest merger between a private business and a SPAC. Grab is based in Singapore and has operations in Southeast Asia. Its business includes ride-hailing, food delivery and digi...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 12 April 2021
SPAC listings for Grab and Traveloka show the upside for EM e-commerce
SPAC listings for Grab and Traveloka show the upside for EM e-commerce

Weekly Market Pulse: Nothing To See Here. No, Really. Nothing.

The answer to the question, “What should I do to my portfolio today (this week, this month)? The PPI report last week didn’t make a ripple in the markets but the commentariat was all aTwitter about inflation and economic overheating and whether Powel...
Alhambra Investments
Alhambra Investments 12 April 2021
Weekly Market Pulse: Nothing To See Here. No, Really. Nothing.
Weekly Market Pulse: Nothing To See Here. No, Really. Nothing.

Pakistan central bank sets aggressive but achievable targets for Islamic banking

In this report, we discuss how achievable these targets are, the planned steps to achieve these goals and what it could all mean for some of Pakistan's listed banks. The Islamic banking sector has huge untapped potential. Improve the liquidity manage...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 6 April 2021
Pakistan central bank sets aggressive but achievable targets for Islamic banking
Pakistan central bank sets aggressive but achievable targets for Islamic banking

Kenya banks: Regulator ends Covid restructuring regulations, as expected

The Central Bank of Kenya announced that it will not be extending the regulations allowing restructuring of loans. The end of this allowance was expected, in our view. Central Bank of Kenya estimates NPL ratios to peak at 16% in June 2021, a better o...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 1 April 2021