Hasnain Malik

Tellimer Research

Strategy & Head of Equity Research @ Tellimer Research

Before joining Tellimer in 2014, Hasnain founded Frontier Alpha, a boutique research firm, and was a managing director at Citi in MENA investment research for 14 years. He was the first analyst to publish equity research on a number of companies in MENA and has been highly ranked by institutional investors since 1998, in many different sectors.


Hasnain Malik
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Latest articles from Hasnain Malik
Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Strategy Note / Global

Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart)

Related reading7 reasons to consider investing in small EM and FrontierChasing technology's tail: EM equity strategy overview
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020
Strategy Note / Global

Wider Europe equity strategy: Kazakhstan worthy outperformer

“Wider Europe” refers to a geographically disparate collection of countries (stretching from Eastern Europe and former CIS, to Turkey, and to Iceland). All have significant trading links to the EU (but this is also the case for Morocco and Tunisia in...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020
Strategy Note / Peru

Peru: The battle for its governance soul in one chart

Related readingPeru: More fragmented, paralysed politics aheadLatAm equity strategy: Structural weakness plus commodity price headwindCorruption: The ugly truth for EM and ESG investors
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

LatAm equity strategy: Structural weakness plus commodity price headwind

LatAm often displays a degree of exceptionalism compared to peers in EM.This is because of its proximity to the US, which means: 1) corporate management are historically more accessible to the largest concentration of foreign institutional investors;...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 July 2020
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

Does corruption bother you?I ask the professional institutional investor, not the woke consumer or spiritual guide, in you.We all say that of course it does but, in practice, is this or should this be the case?These questions are particularly relevan...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020

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