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Vahaj Ahmed
Head of Industrials Equity Research @ Tellimer Research
Vahaj delves deep into analysis of supply-demand factors and pays close attention to companies focusing on cost reduction and efficiency in his reports on industrials, such as cement and power, oil and gas, and fertilizers. He utilises strong relationships with most of the listed companies in Pakistan, his home country. Vahaj was previously head of research at Topline Securities in Pakistan.
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Latest articles from Vahaj Ahmed
Macro Analysis /
Global
Egypt: Time to agree water-sharing deal with Ethiopia and look to the sky
Egypt and Ethiopia disagree on the pace at which the Grand Ethiopian Renaissance Dam (GERD) should be filled. While Egypt has a strong argument, as it will suffer the most, we think it should agree to the compromise Ethiopia has already made of filli...
Vahaj Ahmed @ Tellimer Research 2 July 2020
Equity Analysis /
Russia
Russia Energy: Regressive new energy strategy hinders development of clean tech
Russia’s Energy Strategy 2035, adopted in April 2020, prioritises selling hydrocarbons to the world over embracing new technologies, such as renewable energy. Indeed, it regards anything that hinders Russia’s production (and export) of oil, gas and c...
Vahaj Ahmed @ Tellimer Research 15 June 2020
Equity Analysis /
Vietnam
Vietnam Energy: As demand soars, solar can shine with the right policies
Vietnam has issued a new policy to promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. While this ends ten months of policy uncertainty, the new feed-in tariffs (FiTs) will only be able to...
Vahaj Ahmed @ Tellimer Research 28 May 2020
Equity Analysis /
Pakistan
Pakistan: Ferozsons in talks with Gilead to produce Covid-19 drug Remdesivir
BF Biosciences limited, a subsidiary of Ferozsons Laboratories (FEROZ PA), is in talks with Gilead Sciences to manufacture and supply Remdesivir, a drug approved by the FDA to tread Covid-19 patients in critical condition, to Pakistan and 126 other c...
Vahaj Ahmed @ Tellimer Research 11 May 2020
Equity Analysis /
Pakistan
Time is ripe for Pakistan's digital revolution in fight against Covid-19
In the context of the Covid-19 restrictions on business activity in Pakistan, there is very little resistance against ‘tabdeeli’ – urdu for ‘change’, and Prime Minister Imran Khan’s political sl...
Vahaj Ahmed @ Tellimer Research 4 May 2020
Macro Analysis /
Pakistan
Pakistan: Lockdown lowdown
With 5,230 total confirmed Covid-19 cases as of 12 April, Pakistan ranks 33rd worldwide, and the growth is sharp (2,780 new cases in the past 10 days compared to 1,558 in the preceding 10 days). Total deaths are 91 (1.7% of confirmed cases) while rec...
Rohit Kumar @ Tellimer Research 13 April 2020
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Vahaj in the press
- Nigerian stocks near two-year low on weak sentiment - Reuters Africa Mon, 8 Apr 2019
- Brother of Ousted Pakistani PM to Bring New Style - Voice of America Mon, 31 Jul 2017
- Two Chinese language teachers kidnapped in Pakistan - Reuters Wed, 24 May 2017
Tellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.
© 2020 TellimerTellimer Limited (FRN 920001) is an Appointed Representative of Met Facilities LLP (FRN 587084) which is authorised and regulated by the Financial Conduct Authority.