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Macro Analysis / Bangladesh

Bangladesh: Expansionary stance continues, policy rates cut to spur liquidity

Bangladesh Bank (BB), the central bank has announced the Monetary Policy Statement (MPS) for the full fiscal year 2021 with a reduction in policy rates. The Repo rate has been reduced by 50bps and reverse repo by 75bps. Besides, after 17 years the ba...
IDLC Securities S. M. Galibur Rahman
S. M. Galibur Rahman @ IDLC Securities 30 July 2020
Flash Report / Bangladesh

Unilever completes 82% acquisition of Glaxow BD, gaining ownership of HFD brands

Glaxow BD to become Unilever Consumer Care after the transfer of 9.88mn shares. Horlicks is the absolute market leader in the BDT4.1bn health food drinks (HFD) industry attaining 92% market share. On the other hand, GSK group will continue to market...
IDLC Securities Auneea Haque
Auneea Haque @ IDLC Securities 29 July 2020
Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

For manufacturing activities not easily replaced by automation or 3D printing, which countries win share from China? Low wages and scale matter most in this segment: We plot wage curve up to China in countries with over 40mn population. Labour flexib...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Strategy Note / Global

Corruption: The ugly truth for EM and ESG investors

DOES CORRUPTION BOTHER YOU? Bangladesh: The use of anti-corruption as a means to persecute and weaken those politicians sitting in the opposition precedes the post-2009 era of the de facto one-party state under the Awami League (ie the Bangladesh Nat...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 July 2020
Macro Analysis / Bangladesh

Remittance posts record growth despite pandemic-driven global economic slowdown

Remittance increased by c10.8% in FY20 but declined by only c1.5% YoY in H2 FY20 amid COVID-19 pandemic. But in March and April, the inbound remittance experienced c13% and c24% degrowth YoY respectively due to global lockdown measures for COVID-19....
IDLC Securities Shopnil Paul
Shopnil Paul @ IDLC Securities 6 July 2020
Strategy Note / Global

Asia equity strategy: Vietnam tops a strong group

With the exceptions of China, Malaysia and Vietnam (assuming reported data is accurate in both) all of Asia has struggled with Covid-19 and most of the large population countries have concluded that the poverty caused by long-term lockdowns will caus...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 July 2020