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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
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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…
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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…
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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
Listen to our new Emerging Markets #podcast episode!
David Craig, former CEO of Refinitiv and Co-chair of TNFD, is in conversation with Tellimer CEO Duncan Wales discussing how #data, #ecology issues and #AI are shaping the world of investing in #EM.
podcasters.spotify.com/pod/show/telli…
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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
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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.
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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.
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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