Strategy Note /

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

Our 20 pandemic winners: Key takeaways
Rahul Shah
Rahul Shah

Head of Financials Equity Research

Rohit Kumar
Nirgunan Tiruchelvam
Tellimer Research
20 January 2021
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