Back to the main directory
Country / Currency
- Smoke without fire in the US: Reminder of climate change risks by Tellimer
- Angola: Fuel subsidy cut and depreciation spark protests and cabinet reshuffle by Tellimer
- Nigeria: Emefiele suspended as CBN Governor in positive signal of policy shift by Tellimer
- Frontier Daily, 12 June: Nigeria rallies on Emefiele suspension, Senegal gains by Tellimer
- Frontier Daily, 13 June: China could launch fresh stimulus, gains in high yield by Tellimer
- Frontier Daily, 14 June: Nigeria deval, FX losses in Sri Lanka by Tellimer
- Nigeria equities put back on the radar of badly scarred investors by Tinubu by Tellimer
- Suriname: IMF Board approves second review of the EFF by Tellimer
- Frontier Daily, 15 June: Fed pauses, IMF responds to Pakistan budget by Tellimer
- US-China friction and its impact on EM investors by Tellimer
- Bangladesh policy fixes are positive for investment case by Tellimer
- India is not always aligned with the US but that should not worry investors by Tellimer
- Romania poised to benefit from shift in auto production by Tellimer
- Vietnam's manufacturing sector faces challenges but primed for growth by Tellimer
- Frontier Daily, 22 June: Turkey pivot begins albeit gradually, Argentina gains by Tellimer
- Zambia reaches debt restructuring agreement with official creditors by Tellimer
- 2023 so far in global emerging market equities by Tellimer
- Wagner rebellion: Implications for Russia and the world are potentially profound by Tellimer
- Frontier Daily, 26 June: Ukraine rallies on Russia chaos, Pakistan tweaks budget by Tellimer
- Pakistan Strategy: Pakistan makes last-gasp effort to rescue the IMF programme by Tellimer
- Kenya has highest real interest rate and cheapest equities in Africa by Tellimer
- Frontier Daily, 28 June: Bonds up in Pakistan/Zambia, down in Tunisia/Argentina by Tellimer
- Frontier Daily, 29 June: Sri Lanka domestic debt deal, Ukraine rally resumes by Tellimer
- Pakistan trip notes: Consensus emerges on the path forward by Tellimer
- Asia-Pacific's heatwave: Investing in renewable energy's resilience by Tellimer
- Smoke without fire in the US: Reminder of climate change risks by Tellimer
- Pakistan Budget FY24 - Ambitious and inequitable but may get the job done by Tellimer
- Ukraine: Threat to agriculture exports from Kakhovka Dam collapse by Tellimer
- Turkey foreign policy post-election: A new face but the same expansionist goals by Tellimer
- China: Stimulus via drip feed not bazooka but equities are cheap by Tellimer
- Nigeria: Naira devaluation another sign of Tinubu's ambitious policy shift by Tellimer
- Real interest rates in EM as Fed pauses and PBOC cuts by Tellimer
- Ghana: Surprise rise in inflation in May not investors' biggest concern by Tellimer
- Frontier Daily, 16 June: Zambia eurobonds rally, Tunisia and Nigeria level out by Tellimer
- Colombia: Scandals and investigations compound existing constraints on Petro by Tellimer
- Frontier Daily, 19 June: Eurobond gains in Sri Lanka, Ukraine and Bahamas by Tellimer
- Frontier Daily, 20 June: Zambia and Sri Lanka up on loan/restructuring progress by Tellimer
- Frontier Daily, 21 June: Zambia rally continues, losses in Turkey and Egypt by Tellimer
- Turkey walking the talk on orthodox policy but more slowly than some hope by Tellimer
- MSCI speaks: Korea stays in EM, Nigeria stays in FM, Egypt at risk in EM by Tellimer
- Frontier Daily, 23 June: Zambia breakthrough, EU PMI misses prompt FX sell-off by Tellimer
- Ukraine GDP warrants: Updated assessment by Tellimer
- Russia: Putin much weakened by Wagner revolt and this increases global risk by Tellimer
- India gains traction in the electronics sector by Tellimer
- Frontier Daily, 27 June: Bonds up in Ukraine, Pakistan and Argentina by Tellimer
- Tellimer's top picks: July 2023 by Tellimer
- Thailand: Risks to forming the government a sign of challenges ahead by Tellimer
- Policy corrections and Russia's revolt: Emerging-Frontier Equity Monthly – June by Tellimer
- Pakistan Strategy: Back from the dead by Tellimer
- Pakistan put back on the map by IMF deal but reform hopes should be tempered by Tellimer