Global

Our 20 pandemic winners: Key takeaways

  • We highlight 20 EM stocks whose business models received a boost from consumers’ behavioural changes during the pandemic

  • These firms deliver tech-enabled benefits via lower costs, enhanced convenience or addressing previously unmet needs

  • While we think the behavioural changes are structural, some of these stocks may have reached unsustainable levels

Contributors
January 20th, 2021
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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.

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