Tellimer @TellimerHQ
Frontier and Emerging Markets research, data, and insights. tellimer.com Knightsbridge, London Joined March 2017-
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Register: TODAY'S webinar - 13:30 London/18:00 Colombo/08:30 New York. Tellimer hosts Frontier Research to discuss what's next for Sri Lanka post-election. Register here if you're a client. bit.ly/3BEauR2 Not a client? Subscribe bit.ly/4dsWerI
Register now this week's webinar 10/10/24 - 13:30 London/18:00 Colombo/08:30 New York. Tellimer hosts Frontier Research to discuss what's next for Sri Lanka post-election. Register bit.ly/3BEauR2 Not a client? Subscribe bit.ly/4dsWerI
Register for today's webinar - 15:00 London/10:00 New York. Tellimer hosts Paul Dixon, from Latin Report, who will be discussing Brazil’s Medium Term Economic Prospects. Register bit.ly/3zJzCp4 Not a client? Sign up for a subscription bit.ly/4dsWerI
Register for next week's webinar 07/10/24 - 15:00 London/10:00 New York. Tellimer hosts Paul Dixon, from Latin Report, who will discuss Brazil’s Medium Term Economic Prospects. Register bit.ly/3zJzCp4 Not a client? Sign up for a subscription bit.ly/4dsWerI
Register now for our webinar 10/10/24 - 13:30 London/18:00 Colombo/08:30 New York. Tellimer hosts Frontier Research to discuss what's next for Sri Lanka post-election. Register bit.ly/3BEauR2 Not a client? Subscribe bit.ly/4dsWerI
Register now for our webinar 07/10/24 - 15:00 London/10:00 New York. Tellimer hosts Paul Dixon, from Latin Report, who will be discussing Brazil’s Medium Term Economic Prospects. Register bit.ly/3zJzCp4 Not a client? Sign up for a subscription bit.ly/4dsWerI
Register now for our webinar! 08/08/24 - 13:00 London/ 18:00 Dhaka/08:00 New York. Tellimer's Hasnain Malik and UCB's Hasib Reza discuss Bangladesh After its Regime Change. Register bit.ly/4dulbn2 Not a client? Sign up for a starter subscription tellimer.com/pricing
Last chance to register for today's webinar! Stuart Culverhouse and Geronimo Mansutti will discuss Venezuela's election result and its future implications. Register here tellimer.com/events#event-c…
Register now for our webinar! 30/07/24 - 15:00 London/ 10:00 Caracas/10:00 New York. Stuart Culverhouse and Geronimo Mansutti assess Venezuela's election result and its implications. Register: tellimer.com/events#event-c……Sign up for a starter subscription tellimer.com/pricing
Incoming Webinar: 30/07/24 - 15:00 London | 10:00 Caracas | 10:00 New York. Tellimer’s Stuart Culverhouse and Geronimo Mansutti assess Venezuela's election result and its implications. Register: tellimer.com/events#event-c… Sign up for a starter subscription tellimer.com/pricing
Incoming Webinar! 31/07/24 - 14:00 London | 16:00 Nairobi | 09:00 New York. Tellimer welcomes @AIB_AXYSAfrica to discuss the rapidly evolving financial landscape across African markets. Register: tellimer.com/events#event-c……Sign up for a starter subscription tellimer.com/pricing
Tellimer's new #StayConnected initiative provides complimentary access to our platform, to those between jobs. Remain in the loop with what's happening in the world of #EM as you transition to your new role. Reach out to Jamieson Blake for access bit.ly/4cOKTlM
Listen to our new Emerging Markets #podcast episode!🎧 Our Senior LatAm Economist, Geronimo Mansutti, CFA is joined by Actinver's Chief Economist, Enrique Covarrubias to discuss the recent performance of the #peso 📉podcasters.spotify.com/pod/show/telli…
⚡️Last chance to register for tomorrow's webinar with Frontier Research on the key topics shaping Sri Lanka's future. 25 June 2024 13:30 London | 18:00 Colombo | 08:30 New York 🔗Register here: tellimer.com/events#event-c… Sign up for a starter subscription: tellimer.com/pricing
Incoming Webinar! 💡 25th June 2024 13:30 London | 18:00 Colombo | 08:30 New York Tellimer welcomes Frontier Research to discuss critical topics shaping Sri Lanka's future. 🔗Register here: tellimer.com/events#event-c… Sign up for a starter subscription tellimer.com/pricing
Tellimer’s Hasnain Malik, Head of Equity and Investment Strategy research, speaks with Jitania Kandhari, Morgan Stanley Investment Management. They exchange thoughts on investment themes on emerging market equities. open.spotify.com/episode/6EyfGz…
HOLD Kenya usd bonds. They trade just 60bps over single b peers post liability mgnt exercise. Improvement in extrl liquidity conditions priced in. Longer term concerns, re: solvency, and elevated debt serv costs. Like LCY bonds. Covered by Patrick Curran at Tellimer.
New podcast out now! Sov debt restructuring musings with Mitu Gulati, and Mark Weidemaier. Hosted by Patrick Curran open.spotify.com/episode/63oIiU…
We remain constructive on Egp 48s, but recognise the trade is not as compelling as it once was. Short term, bonds are likely to converge closer to Kenya, than Pakistan. Report available for clients, please reach out. We are v strong on this name
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