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Tellimer Insights
The essential insights on the world’s emerging markets published by our global network of investment analysts, experts and guest contributors.
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Tellimer Insights
Sep 30, 2020
The FinCEN Files: A reminder of the challenges for EM and ESG investors
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Tellimer Insights
Sep 14, 2020
Why the Baby Amazons should continue to outperform
EM e-commerce players (Baby Amazons) — Jumia, SEA…
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Tellimer Insights
Aug 13, 2020
EM Tech in the cross hairs as US weaponises all Tech regulation against China
Trump’s executive orders…
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Tellimer Insights
Jul 7, 2020
Corruption: The ugly truth for EM and ESG investors
I ask the professional institutional investor —…
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Tellimer Insights
Jun 15, 2020
Covid-19 business transformations: False hope for ESG as growth trumps ethics
Lockdowns have benefited…
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Tellimer Insights
Jun 12, 2020
Amazon’s latest investment in India could signal more Big Tech deals in EM
Amazon is eyeing a US$2bn…
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Tellimer Insights
Jun 10, 2020
‘Staycation’ a buffer for some more than others in EM
To avoid the risk of a quarantine on arrival or…
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Tellimer Insights
May 27, 2020
Why active investing in emerging markets makes sense after Covid-19
China disruption from economic…
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Tellimer Insights
May 22, 2020
China and Hong Kong: ‘One country, two systems’ becomes ‘one world, two camps’
China law on Hong Kong…
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Tellimer Insights
May 18, 2020
Biden’s US foreign policy would be positive for Emerging Markets
Biden could be a break from Trump’s…
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