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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
Grab Holdings: Five factors that the market is missing
Grab has lost almost a third of its value since listing on 2 December 2021. This precipitous fall is way in excess of the Nasdaq decline over the same period. Early investors may have been taking profits. The free float has increased from 15% to 40%....
Nirgunan Tiruchelvam @ Tellimer Research 18 January 2022
10 best Emerging Market tech stocks in 2021
Angel One, previously known as Angel Broking, is a digital investment services company offering stock trading, advisory services, margin funding, mutual fund investments, etc., Momo dominates online shopping in Taiwan and has emerged as one of the le...
Nirgunan Tiruchelvam @ Tellimer Research 17 January 2022
Flash Report /
Singapore
Sea will rise again despite recent rout; reiterate Buy
Sea Ltd has lost 45% of its value since 19 October 2021 (when it was trading at all-time highs) – by comparison, the Nasdaq has been flat in this period and the MSCI Emerging Markets Information Technology Index is up 8%. The block sale was at a c7% ...
Nirgunan Tiruchelvam @ Tellimer Research 13 January 2022
The 5 top-performing EM e-commerce firms of 2021
Momo.com dominates online shopping in Taiwan and has emerged as one of the leading e-commerce firms outside the US and China. It is the country's leading search portal. Its market share in South Korean e-commerce is 19% and the company now plans to b...
Nirgunan Tiruchelvam @ Tellimer Research 12 January 2022
5 Emerging Markets tech winners for 2022
2021 saw a 27% rise in the S&P500 and the tech-heavy NASDAQ rose 21%. The China crackdown sent shivers down the spines of investors and had a negative impact on the overall tech sector, especially EM. Although our Food Delivery Index has rallied (mai...
Nirgunan Tiruchelvam @ Tellimer Research 7 January 2022
Jumia: Black Friday performance brightens outlook
We reiterate our Buy recommendation for Jumia Technologies, with our new target price of US$20 (previously US$28) suggesting 142% upside. The site managed to attract a record 40mn unique visitors, up 27% yoy. This performance is an encouraging sign f...
Nirgunan Tiruchelvam @ Tellimer Research 22 December 2021
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