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. https://t.co/va5h0Rcgr3 Not a client? Subscribe https://t.co/XDQ0g5RdQk
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 https://t.co/va5h0Rcgr3 Not a client? Subscribe https://t.co/XDQ0g5RdQk
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 https://t.co/DDOAvd8MAz Not a client? Sign up for a subscription https://t.co/XDQ0g5RdQk
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 https://t.co/DDOAvd8eL1 Not a client? Sign up for a subscription https://t.co/XDQ0g5QG0M
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 https://t.co/va5h0RbIBv Not a client? Subscribe https://t.co/XDQ0g5QG0M
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 https://t.co/DDOAvd8eL1 Not a client? Sign up for a subscription https://t.co/XDQ0g5QG0M
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 https://t.co/eBUPCBRDAN
Not a client? Sign up for a starter subscription https://t.co/oGpUeatQAw
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 https://t.co/bk0P8xrjnh
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: https://t.co/bk0P8xrjnh…Sign up for a starter subscription https://t.co/oGpUeatQAw
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: https://t.co/bk0P8xrjnh
Sign up for a starter subscription https://t.co/oGpUeatQAw
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: https://t.co/OP7NGBg6mk…Sign up for a starter subscription https://t.co/oGpUeauoq4
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.
https://t.co/J6wgqmSEmE
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 https://t.co/F6hgVfMZRs
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 📉https://t.co/8A6meQEchc
⚡️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: https://t.co/LsUDU283JH
Sign up for a starter subscription: https://t.co/oGpUeatQAw
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: https://t.co/LsUDU283JH
Sign up for a starter subscription https://t.co/oGpUeatQAw
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.
https://t.co/22c2W8wDXD
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