Tellimer

Frontier Daily, 4 August: EM slips further as US risk-free rates inch upwards.

Frontier Daily, 4 August: EM slips further as US risk-free rates inch upwards | Tellimer Investment grade EM eurobonds led losses, down 0.9% yesterday despite spreads holding at multi-year lows (

India's communal violence restricted to small states (so far).

India's communal violence restricted to small states (so far) | Tellimer Communal violence in Manipur and Haryana: states that collectively account for merely 2% of GDP, 4% of parliament

Kenya: Downgrade to Hold as rally pushes spreads below target.

Kenya: Downgrade to Hold as rally pushes spreads below target | Tellimer Kenya ‘32s have breached our 700bps spread target, dropping below 660bps on 31 July