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Hasnain Malik
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.
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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
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
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...
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
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;...
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...
Hasnain Malik @ Tellimer Research 7 July 2020
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Hasnain in the press
- Turkey Stocks Up Amid Ban on Short-Selling by Foreign Banks - Yahoo Finance Mon, 6 Jul 2020
- 'I have to stand up': Protests break out despite new laws in Hong Kong - Sydney Morning Herald Wed, 1 Jul 2020
- ANALYSTS' VIEW 2-What people are saying about Hong Kong's new national security law - Financial Post Wed, 1 Jul 2020
Tellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.
© 2020 TellimerTellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.