IMEC: The new Silk Road and the companies that stand to benefit
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IMEC – a new rail/shipping network connecting India, the Middle East and Europe – could reduce speed of trade by 40%
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The deal is a response to China's Belt and Road Initiative, which some argue is a "debt trap" for low-income countries
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Aramco, Reliance, ACWA Power and Adani Ports are well positioned to thrive in IMEC's transformed economic landscape
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.