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Strategy Note / Currency
- Corruption scores: Irrelevant in the short-term by Tellimer
- Coronavirus: Should it be ignored because it is such an unquantifiable risk? by Tellimer
- EM and FM: Taking stock after Coronavirus sell-off by Tellimer
- FX rate risk in EM, FM: Bangladesh, Vietnam also risky amid global disorder by Tellimer
- The return of pro-globalisation politics post-coronavirus? by Tellimer
- FX rate risk in EM: Oil and commodities differentiating big EM not small EM by Tellimer
- EM-FM Equity Strategy: The courage to change nothing by Tellimer
- Waiting on the world to change: Politics, economics, business and EM post-crisis by Tellimer
- Crisis economic policy response so far in DM, EM, FM: constraint in small EM, FM by Tellimer
- Business models after Covid-19: accelerating the next industrial revolution by Tellimer
- Death by Covid-19 or starvation: Your Hobbesian Hobson’s choice in poorer EM by Tellimer
- If remittances drop 20% who is exposed in emerging and frontier markets? by Tellimer
- Economic policy and regulation after Covid-19: Fettered capitalism, higher taxes by Tellimer
- Frontier-EM Equity Monthly: May – Odd dispersion as most underperform mega tech by Tellimer
- Vietnam investment strategy – July 2020: Focus on earnings season by Tellimer
- Alfa Fixed Income Weekly: Resurgence of pandemic and flight to quality by Tellimer
- Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart) by Tellimer
- Argentina strategy: Despite uncertain macro, stocks still look attractive by Tellimer
- Croatia Earnings Overview – H1 2020 by Tellimer
- Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook by Tellimer
- Global EM and FM equity strategy slide pack by Tellimer
- GCC-Levant equity strategy slide pack by Tellimer
- Argentina strategy: BYMA's financial income stands out, volume traded is growing by Tellimer
- Corruption: FinCEN Files a reminder of challenges for EM and ESG investors by Tellimer
- NCB Capital Retail Investors Survey by Tellimer