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Nirgunan Tiruchelvam
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.
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Latest articles from Nirgunan Tiruchelvam
SPAC mania drives up valuations in Asia
Special purpose acquisition companies – or SPACs – are all the rage. Softbank also filed to launch a US$525mn SPAC. The SPAC Index on Bloomberg has risen 67% since its inception in August 2020. They raise funding through an IPO. They have a long hist...
Nirgunan Tiruchelvam @ Tellimer Research 22 January 2021
Our 20 pandemic winners: Key takeaways
The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...
Rahul Shah @ Tellimer Research 20 January 2021
Grab seeks US IPO as Asia's food delivery and ride hailing giants rush to list
The ASEAN ride-hailing and food delivery company Grab is seeking a US listing, according to Bloomberg. The issue could raise US$2 billion. This would be one of the largest ASEAN listings in the US. Grab's net revenue rose 70% yoy in 2020, and it has...
Nirgunan Tiruchelvam @ Tellimer Research 19 January 2021
20 best Emerging Market stocks through the pandemic
Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Rohit Kumar @ Tellimer Research 18 January 2021
Malaysia's emergency declaration will accelerate palm oil boom
The King of Malaysia, Al-Sultan Abdullah, has declared a state of emergency to combat the rise of Covid cases, empowering the government of Prime Minister Muhyiddin Yassin to suspend parliament and introduce laws without approval. The emergency decre...
Nirgunan Tiruchelvam @ Tellimer Research 13 January 2021
Gojek-Tokopedia merger and IPO is a game-changer for ASEAN tech
There are plans afoot for a massive merger in Indonesia that would raise the stakes for emerging markets e-commerce. Gojek is valued at US$10.5 billion and Tokopedia is at US$7.5 billion, but the combined entity would create strong synergies. As we l...
Nirgunan Tiruchelvam @ Tellimer Research 11 January 2021
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Nirgunan Tiruchelvam
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