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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
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 / 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...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
Vietnam Energy: As demand soars, solar can shine with the right policies
Flash Report / Bangladesh

Bangladesh stock market to resume on 31 May; price floor likely to stay for now

The Dhaka Stock Exchange (DSE) is preparing to resume its operation on 31 May 2020, according to reports. DSE has communicated to its employees to be prepared for all trading and settlement activities from Sunday. The stock exchange has taken this in...
IDLC Securities Tanay Kumar Roy
Tanay Kumar Roy @ IDLC Securities 27 May 2020
Bangladesh stock market to resume on 31 May; price floor likely to stay for now