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Tourism is cheap and its time may have arrived in emerging market equities

Covid vaccination or high levels of prior infection are finally driving a re-opening of the tourism sector, both in source markets – witness the recent loosening of restrictions in the US and UK – and destination markets – consider the acceleration o...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 September 2021
Tourism is cheap and its time may have arrived in emerging market equities
Tourism is cheap and its time may have arrived in emerging market equities
Flash Report / Lebanon

Lebanon: Government formation is first step on long road

Prime Minister-designate Najib Mikati has unveiled his new government. The government formation is a welcome step after over a year of political paralysis during which Lebanon’s economic crisis has continued to spiral out of control, prompting the Wo...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 10 September 2021
Lebanon: Government formation is first step on long road
Lebanon: Government formation is first step on long road

Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA

Vistas Media Acquisition Company, the SPAC that Anghami is reverse taking over, has obtained an extension for the deSPAC. Anghami has obtained licensed content from the main Arabic artists. as well as musicians from major global labels including Univ...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 30 August 2021
Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA
Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA

Youth unemployment in emerging markets

A low median age, referred to as a demographic youth bulge, can be a very positive tailwind for economic and, particularly, consumption growth in emerging markets. But this is only the case if there is sufficient job creation: an unemployed youth bul...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 August 2021
Youth unemployment in emerging markets
Youth unemployment in emerging markets
Flash Report / MENA

The Spotify of MENA will be music to the ears of investors

Anghami has provided the Middle East's music lovers with Spotify-style music streaming for several years. But its SPAC announcement on the Nasdaq will be music to the ears of EM investors. Its music catalog includes prominent Arabic record labels lik...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 19 July 2021
The Spotify of MENA will be music to the ears of investors
The Spotify of MENA will be music to the ears of investors

Hariri resigns as Lebanon descends further into crisis

Prime Minister-designate Saad Hariri stepped down yesterday after his latest cabinet proposal was once again rejected by President Aoun, saying, "I presented my apology for not being able to form a government and God help the country." This prompted ...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 16 July 2021
Hariri resigns as Lebanon descends further into crisis
Hariri resigns as Lebanon descends further into crisis