Nirgunan Tiruchelvam

Tellimer Research

Head of Consumers Equity Research @ Tellimer Research

Nirgunan is Head of Consumer Sector Equity Research, based in Dubai. He has a strong thematic perspective on the consumer sector across FM and EM, built on the foundations of his experience and network in ASEAN. He previously served in equities leadership and consumer/commodities equity research roles in ASEAN at BTIG, Standard Chartered and RBS/ABN Amro Asia.

Nirgunan Tiruchelvam
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Latest articles from Nirgunan Tiruchelvam
Flash Report / United States of America

Uber's appetite for food delivery will go beyond Postmates deal

Yesterday, Uber announced an all-share US$2.7bn acquisition of food delivery player Postmates, which will merge with Uber Eats, Uber's food delivery arm. The deal comes shortly after Uber failed to acquire another competitor, Grubhub, which was inste...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 July 2020
Flash Report / India

Digital food delivery is an early casualty of India-China tensions

The fallout of the deadly clashes between India and China in the Himalayas has had repercussions for the Indian food delivery business. The Indian food delivery start-up Zomato (valued at US$3 billion) has been prevented from drawing down from its US...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 6 July 2020
Flash Report / China

China's new swine flu: Pandemic unlikely but it will boost food prices

The Chinese authorities' announcement that a new strain of flu with pandemic potential is passing through its massive population of pigs adds another layer of complexity to the response to Covid-19.The new virus is called G4 EA H1N1 and is similar to...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 1 July 2020
Flash Report / Germany

Wirecard bankruptcy could be a Lehman moment for e-commerce

Wirecard, the German-listed payments giant, declared insolvency today. The collapse comes close on the heels of the disclosure that US$2.1bn was missing from its balance sheet. The company had drawn on almost all of its credit lines in the last few d...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 25 June 2020
Flash Report / Global

How to profit from the rubber bounce

Covid-19 has led to a huge boom in demand for rubber gloves. Rubber companies (producers and processors) are making hay while the sun shines by rushing to the market.Thailand's Sri Trang Gloves, one of the largest rubber glove producers, has just ann...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 24 June 2020
Flash Report / Global

Wirecard fraud could imply more scrutiny for Emerging Market stocks

The Lady Vanishes is an Alfred Hitchcock thriller released in 1938. In the film, a young woman travelling by train in Europe discovers that her elderly companion has disappeared. To the young woman's consternation, the other passengers deny ever seei...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 June 2020

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