TellimerinTellimer InsightsDigital payments trend to outlast CovidOur survey shows consumer spending patterns have shifted towards digital payments since the start of the pandemic3 min read·Dec 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.3 min read·Nov 20, 2020----
TellimerinTellimer InsightsUS election could actually be irrelevant to marketsThe identity of the next president may not be that important for global markets.2 min read·Nov 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.3 min read·Oct 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 structures3 min read·Oct 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.6 min read·Oct 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.3 min read·Oct 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.5 min read·Sep 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.5 min read·Sep 28, 2020----
TellimerinTellimer InsightsWhy TikTok is so coveted… and the alternatives for investorsInvestors should position themselves to opportunities at TikTok’s competitors3 min read·Sep 21, 2020----
