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Latest articles in Jamaica
Strategy Note / Global

Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM

I am thankful because I am still in a job and my family and I are healthy. But, after publishing over a hundred reports in the first five months of the year and spending the last three months cooped with the family, I (we) would like a vacation (hope...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 June 2020
Macro Analysis / Global

COVID-19 Pandemic and the Caribbean: Navigating Uncharted Waters

As the COVID-19 pandemic continues to spread across the globe—bringing severe human and economic costs—the Caribbean is no exception. With over 1,000 confirmed cases, many countries have taken strong containment measures, such as borde...
International Monetary Fund
IMF Blog 29 April 2020
Strategy Note / Jamaica

Jamaica: Repaired and re-rated but now slow growth

Writing about Jamaica today feels rather like waving those marshalling wands by the airport gate for the last few moments of the two and a half thousand kilometres flight from JFK in New York to Sangster in Montego Bay. It still matters but it feels...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 October 2019
Company Analysis - Commissioned / Jamaica

GraceKennedy: Big money in small transfers

GraceKennedy (GK JA) is a diversified conglomerate in Jamaica, with interests in food & beverage (F&B) and financial services.More than 67% of GK JA’s operating profits come from the finance segment, with the money transfer business bei...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 17 October 2019
Strategy Note / Global

Frontier-Emerging Equity Monthly, July

In this report, we pick out this month’s FM and EM equity market highlights with links to published research and updated country data snapshots. Our most recent country ranking of the 33 markets in our coverage, based on valuation, FX rate risk...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 July 2019
Strategy Note / Global

Beggars Banquet: Fund strategy and top market picks

After a long list of crises in the past decade or so, FM and small EM public equities represent a diverse and attractively valued opportunity set, particularly for the active fund manager. Passive funds are not well suited to this niche asset class.&...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 June 2019