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

Romania risks early election and fiscal stress unless liberals reconcile

USR, which withdrew its support from the former ruling coalition in September, failed to secure a parliamentary vote of confidence for its cabinet on 20 October. Either there is a reconciliation among Romania's relatively market-friendly, more libera...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 21 October 2021
Romania risks early election and fiscal stress unless liberals reconcile
Romania risks early election and fiscal stress unless liberals reconcile

The success of COP26 depends on China and the US: the rest are onlookers

The purpose of COP26, the UN Climate Change Conference from 31 October to 12 November, is for countries to update their national targets ("nationally determined contributions" or NDCs) to close the gap between the shared ambition of the 2015 Paris Ag...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 21 October 2021
The success of COP26 depends on China and the US: the rest are onlookers
The success of COP26 depends on China and the US: the rest are onlookers

The 'E' in ESG: 4 charts on water stress and deforestation

Global climate summits like COP26 tend to focus on greenhouse gas emissions and, to a lesser extent, management of waste, such as plastics. For ESG investors in emerging markets, we consider metrics on water stress and deforestation. In large EM, the...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 20 October 2021
The 'E' in ESG: 4 charts on water stress and deforestation
The 'E' in ESG: 4 charts on water stress and deforestation

The 'E' in ESG: 4 charts on plastic waste in emerging markets

China and the US drive c45% of global emissions of carbon dioxide (the main greenhouse gas) but merely c25% of global plastic waste. For ESG investors in emerging markets, we have discussed greenhouse gas emissions at length before. Unsurprisingly, r...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 19 October 2021
The 'E' in ESG: 4 charts on plastic waste in emerging markets
The 'E' in ESG: 4 charts on plastic waste in emerging markets

Chile's rightist presidential candidate Kast gains ground on leftist Boric

Chile's leading rightist candidate, José Antonio Kast, is making up ground on the long-time opinion poll leader, leftist, Boric, with a month to go before Chile's 21 November general election. In the latest Cadem poll, Kast scored 21% versus 20% for ...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 18 October 2021
Chile's rightist presidential candidate Kast gains ground on leftist Boric
Chile's rightist presidential candidate Kast gains ground on leftist Boric

The 'E' in ESG: 8 charts showing greenhouse gas emissions in emerging markets

Global negotiations on climate control at events such as COP 26 (the UN Climate Change Conference) are determined by a few countries and political blocs which account for the majority of greenhouse gas emissions: China, US, EU, India, Russia, and Jap...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 17 October 2021
The 'E' in ESG: 8 charts showing greenhouse gas emissions in emerging markets
The 'E' in ESG: 8 charts showing greenhouse gas emissions in emerging markets

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