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Strategy Note / China

The Dollar leads Emerging Markets equities: The veteran's mantra

The mantra that I have heard in emerging markets is that any pitch for funds from asset allocators gets off the ground much more easily when everyone in the room (I guess, these days, I should say "on the call") agrees that the outlook for...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 May 2020
The Dollar leads Emerging Markets equities: The veteran's mantra
Flash Report / Nigeria

Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market

The Central Bank of Nigeria (CBN) unexpectedly cut its benchmark lending rate on Thursday to 12.5% from 13.5%, to stimulate growth following the downturn brought on by the coronavirus pandemic and sharp falls in crude oil prices. This rate cut takes...
Tellimer Research Nkemdilim Nwadialor
Nkemdilim Nwadialor @ Tellimer Research 29 May 2020
Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market
Equity Analysis / Global

SEARL enters exclusive license agreement with Beximco Pharma for Remdesivir

In an exchange filing today, SEARL PA has announced that it has successfully entered into a licensing and marketing agreement with Beximco Pharmaceuticals Bangladesh for Remdesivir – a US FDA approved wide-spectrum antiviral drug used to treat...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 29 May 2020
SEARL enters exclusive license agreement with Beximco Pharma for Remdesivir
Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Strategy Note / Global

China and India: Himalayan friction matters

As military friction renews between China and India in the Himalayan region separating the two countries, we offer the following context and tentative conclusions:(1) Skirmishes and tension, not war – An extensive, full-blown war is extremely u...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 May 2020
China and India: Himalayan friction matters
Equity Analysis / Sub Sahara Africa

Five major themes for the future of fintech in Africa

The African fintech space has recorded impressive growth over the past decade. There are currently over 400 active fintech companies across the continent, c80% of which are home-grown. Major drivers of this growth in the fintech ecosystem include fav...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 28 May 2020
Five major themes for the future of fintech in Africa