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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

Malaysia's emergency declaration will accelerate palm oil boom

Nirgunan Tiruchelvam 13 January 2021

Oil: The cheapest oil exporter equity markets

Hasnain Malik 8 January 2021

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Hasnain Malik 27 September 2020
Latest articles in Malaysia

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

Why Malaysia’s central bank should resume easing

Bank Negara Malaysia’s Monetary Policy Committee holds its first meeting of the year next week. The two-day policy meeting begins on Tuesday, 19 January. The significant surge in Covid-19 over the last two months will push BNM to ease policy again, i...
ING Think
ING Think 15 January 2021
Why Malaysia’s central bank should resume easing
Why Malaysia’s central bank should resume easing

Malaysia's emergency declaration will accelerate palm oil boom

The King of Malaysia, Al-Sultan Abdullah, has declared a state of emergency to combat the rise of Covid cases, empowering the government of Prime Minister Muhyiddin Yassin to suspend parliament and introduce laws without approval. The emergency decre...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 13 January 2021
Malaysia's emergency declaration will accelerate palm oil boom
Malaysia's emergency declaration will accelerate palm oil boom

Oil: The cheapest oil exporter equity markets

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets

EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...
ING Think
ING Think 7 January 2021
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some