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Macro Analysis / Bangladesh

Bangladesh private sector credit growth hits inflection point

The downtrend in Bangladesh’s private sector credit growth started from the very beginning of FY19. Moreover, the anticipation of impending single digit lending rate cap further weakened the private sector credit growth rate at the beginning of CY20....
IDLC Securities Shopnil Paul
Shopnil Paul @ IDLC Securities 13 October 2020
Bangladesh private sector credit growth hits inflection point
Bangladesh private sector credit growth hits inflection point
Strategy Note / Global

Remittances: Better than feared so far (in two charts)

If remittances drop 20% who is exposed in emerging and frontier markets?
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 September 2020
Remittances: Better than feared so far (in two charts)
Remittances: Better than feared so far (in two charts)
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
Corruption: The ugly truth for EM and ESG investors
Corruption: The ugly truth for EM and ESG investors