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 / Global

Why TikTok is so coveted... and the alternatives for investors

President Trump announced on Saturday that he has approved Oracle's bid for TikTok's US operation. The deal requires Beijing's approval, as as well other regulatory and shareholder clearances. ByteDance, TikTok's parent, has been valued at US$140bn b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 21 September 2020
Why TikTok is so coveted... and the alternatives for investors
Why TikTok is so coveted... and the alternatives for investors
Flash Report / China

What Oracle’s winning TikTok bid implies for EM Tech

ByteDance, the owner of TikTok, has chosen tech giant Oracle as its preferred buyer of the US wing of the video-sharing platform, according to reports. The deal is subject to confirmation, as well as regulatory approval. ByteDance's overall valuation...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 14 September 2020
What Oracle’s winning TikTok bid implies for EM Tech
What Oracle’s winning TikTok bid implies for EM Tech
Global Themes / Global

Why the Baby Amazons should continue to outperform

The Baby Amazons have outperformed Amazon by an average of 63% in 2020. Baby Amazons have even greater potential than Amazon in the post-Covid-19 world. EM e-commerce players are replicating the success of Amazon at a faster pace. The Baby Amazons’ g...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 13 September 2020
Why the Baby Amazons should continue to outperform
Why the Baby Amazons should continue to outperform
Flash Report / Global

Gold and Silver Bulls should raid Asian jewellery shops — 10 stocks to watch

We are now in the throes of a bull market for precious metals – traditional safe-haven assets. Several Asian jewellery stocks trade at a discount to their inventory, which includes unsold gold, silver, gems and watches. According to our estimates, ov...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 2 September 2020
Gold and Silver Bulls should raid Asian jewellery shops — 10 stocks to watch
Gold and Silver Bulls should raid Asian jewellery shops — 10 stocks to watch
Flash Report / Global

Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil

Last night, the Gulf of Mexico was ravaged by Hurricane Laura, classed as Category 4 in the scale of disasters, which means it is capable of lethal damage. There have been mass evacuations in coastal areas of Texas and Louisiana, and 1.6mn barrels pe...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 August 2020
Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil
Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil
Flash Report / South Korea

Delivery Hero's South Korean deal raises prospect of further EM forays

Delivery Hero, the German-listed food delivery giant, is about to complete a US$4bn acquisition of South Korea's Woowa Brothers as the German group seeks to expand in Asia. The latest move comes close on the heels of Delivery Hero's inclusion in the...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 24 August 2020
Delivery Hero's South Korean deal raises prospect of further EM forays
Delivery Hero's South Korean deal raises prospect of further EM forays

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