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China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

China's more pragmatic 'zero-Covid' inevitably spikes infections: witness lockdown in Zhengzhou and Foxconn factory riot. Reminder of China's deep links with global supply chain, particularly top alternative manufacturing location Vietnam. 'China +1'...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 November 2022
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

IEA sees faster Renewables transition, but who pays or votes for it?

The IEA's latest outlook argues that targeted Renewables adoption has accelerated as a result of the Russia-Ukraine War. In our view, risks to Renewables targets are insufficient global coordination, financial capital and political mandates. In EM eq...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 27 October 2022
IEA sees faster Renewables transition, but who pays or votes for it?
IEA sees faster Renewables transition, but who pays or votes for it?

Chile rejects new constitution, relief for investors and renewables (for now)

62% of voters (with 85% turnout) reject new constitution: a much larger magnitude compared to pre-vote polling (46-48%). Mandate for potentially market-unfriendly policies (higher taxes and government spending) not established. But underlying grievan...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 September 2022
Chile rejects new constitution, relief for investors and renewables (for now)
Chile rejects new constitution, relief for investors and renewables (for now)

Ball Corp: Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed con....
Vermilion Research David
David Nicoski @ Vermilion Research 11 August 2022

Copper's fall should not put off a revisit of Chile and Peru equities

Chile and Peru, combined, have about 40% output market share in copper, similar to the combination of the US, Saudi and Russia in oil. 2) US rate hikes, US Dollar strength, and the accompanying global risk aversion have prompted capital flight and cu...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 19 July 2022
Copper's fall should not put off a revisit of Chile and Peru equities
Copper's fall should not put off a revisit of Chile and Peru equities

The emerging market banks most vulnerable to rising cost inflation

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 June 2022
The emerging market banks most vulnerable to rising cost inflation
The emerging market banks most vulnerable to rising cost inflation