TellimerinTellimer InsightsDigital payments trend to outlast CovidOur survey shows consumer spending patterns have shifted towards digital payments since the start of the pandemicDec 18, 2020Dec 18, 2020
TellimerinTellimer InsightsThe ultimate guide to China fintechChina has one of the largest and most advanced fintech ecosystems with leadership in key growth areas like blockchain.Nov 20, 2020Nov 20, 2020
TellimerinTellimer InsightsUS election could actually be irrelevant to marketsThe identity of the next president may not be that important for global markets.Nov 4, 2020Nov 4, 2020
TellimerinTellimer InsightsStripe acquires Nigeria’s Paystack: Game-changer for Africa fintechThe acquisition could set precedent for more Big Tech looking for Africa exposure.Oct 28, 2020Oct 28, 2020
TellimerinTellimer InsightsHow Nigeria’s banks are hunting for the next pot of goldRegulatory pressures, declining yields and new opportunities push GTB, Access and Sterling to pursue holdco structuresOct 9, 2020Oct 9, 2020
TellimerinTellimer InsightsThe moral imperative (or lack thereof) for IMF fundingCovid has not softened the IMF’s stance on reform before funding for countries that have not shown good faith effort.Oct 7, 2020Oct 7, 2020
TellimerinTellimer InsightsG20 debt relief: What we have learnt so farMozambique becomes the 32nd country to be accepted by the Paris Club for bilateral debt service relief under DSSI.Oct 2, 2020Oct 2, 2020
TellimerinTellimer InsightsThe FinCEN Files: A reminder of the challenges for EM and ESG investorsThe files are the latest illicit flows exposé following the Luanda Leaks, Paradise Papers, Panama Papers, Swiss Leaks and Lux Leaks.Sep 30, 2020Sep 30, 2020
TellimerinTellimer InsightsWhy tech stocks are cheaper in Taiwan-Korea than in US or ChinaAnyone who claims to know what Tech companies are worth in absolute terms (a ‘target price’) is an absolute charlatan.Sep 28, 2020Sep 28, 2020
TellimerinTellimer InsightsWhy TikTok is so coveted… and the alternatives for investorsInvestors should position themselves to opportunities at TikTok’s competitorsSep 21, 2020Sep 21, 2020
