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Our 20 pandemic winners: Key takeaways

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
20 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

Egypt Banks in 2021

Dalia Bonna 27 December 2020

Fixed Income strategy: Our Top 5 picks

Stuart Culverhouse 23 December 2020

Yalla! Why the Arab world's Facebook is on fire

Nirgunan Tiruchelvam 9 December 2020
Latest articles in Egypt

Our 20 pandemic winners: Key takeaways

The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

20 best Emerging Market stocks through the pandemic

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

Israel's hardline shift is bad news for the Middle East

Benjamin Netanyahu's Likud party, with a range of 23% to 30% Knesset seats over the last decade or so, has often relied on coalition partners. But this time, parties further to the extreme than Likud are registering, collectively, over 35% in recent...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 10 January 2021
Israel's hardline shift is bad news for the Middle East
Israel's hardline shift is bad news for the Middle East

Egypt Pharma in 2021

Egypt is the MEA region’s largest producer and second-largest consumer of pharmaceuticals, growing by a CAGR (2013-2019) of 19%, surpassing the region’s CAGR of 8%. Market growth is predominantly driven by out of the pocket expenditure (61% of total...
Pharos Holding Mariam Wael
Mariam Wael @ Pharos Holding 28 December 2020
Egypt Pharma 2021: Not entirely defensive; Macro dynamics to support growth
Egypt Pharma 2021: Not entirely defensive; Macro dynamics to support growth

Egypt Banks in 2021

Corporate capex lending should come into play in 2021, supported by meaningful policy rate cuts in 2020 (300 bps in March followed by two 50 bps cuts in September and November). Lending growth should surpass that of funding beefing up utilization rat...
Pharos Holding Dalia Bonna
Dalia Bonna @ Pharos Holding 27 December 2020
Egypt Banking Sector – 2021 update
Egypt Banking Sector – 2021 update

Fixed Income strategy: Our Top 5 picks

We present our top strategy picks and provide a brief description of the motivation of each one. Buy on Ethiopia 6.625% 2024, which we’ve upgraded from Hold. Despite the anticipated arrival of LNG revenues later in the decade, fiscal consolidation wi...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 23 December 2020
Fixed Income Strategy: Our Top 5 picks
Fixed Income Strategy: Our Top 5 picks