Refine by sector
Latest articles in India
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
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters
Equity Analysis / Global

What the collapse of UAE-based Phoenix Commodities means for food prices

Marc Rich, the infamous commodity trader, amassed a fortune despite facing extradition charges. He spent much of his life in exile in Switzerland. The US authorities charged him with racketeering and tax evasion. Rich started a commodity trader that...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 12 May 2020
What the collapse of UAE-based Phoenix Commodities means for food prices
Flash Report - Equity / India

Facebook's Indian foray raises stakes for EM e-commerce firms

Facebook has made a US$5.7bn investment in Indian telco company Reliance Jio for a 10% stake – a major vote of confidence in EM e-commerce in the midst of the devastating Covid-19 pandemic. Reliance Jio is controlled by Mukesh Ambani, Ind...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 23 April 2020
Facebook's Indian foray raises stakes for EM e-commerce firms, such as Jumia
Strategy Note / Global

Oil spat turns into a splat: The winners and losers in emerging markets

Related readingGCC: The Gulf is not a safe haven unless (at least) oil prices recoverOil price shock: Assessing current account vulnerabilities for oil exportersOil war: Saudi, Russia can sustain a long war, but a 35% price drop shortens it
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 21 April 2020
Oil spat turns into a splat: A reminder of the winners and losers in EM
Equity Analysis / Global

Food price surge may escalate as world’s largest pork producer shuts plants

WH Group (288 HK), the world’s largest pork producer, closed several of its US pork processing plants this week even as the coronavirus threatens to escalate food prices further. WH Group has revenue of over US$24bn and dominates pork productio...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 17 April 2020
Food price surge may escalate as world’s largest pork producer shuts plants