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Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
18 January 2021

Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

Hasnain Malik 3 September 2020

Mauritius shows the difficulty in defining ‘winners’ in the Covid-19 trek

Ian Hamilton 15 August 2020

Africa ex-SA equity strategy: Egypt is the least bad

Hasnain Malik 30 June 2020

Chasing technology's tail: EM equity strategy overview

Hasnain Malik 28 June 2020
Latest articles in Mauritius

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

The investment to realise that manufacturing potential is likely driven by serving local and nearby regional markets in contrast to North Africa (EU exports) or South East Asia (global exports and China relocation). Our relative scorecard uses the sa...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 3 September 2020
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

Mauritius shows the difficulty in defining ‘winners’ in the Covid-19 trek

Each year in July, Mauritius hosts the Dodo Trail, an extreme 50km race that starts before sunrise at the foot of the famous Le Morne Brabant (pictured above), and crosses the peaks and tracks of south-west Mauritius with four major climbs and an ove...
Tellimer Research
Ian Hamilton
Ian Hamilton @ Tellimer Research 15 August 2020
Mauritius shows the difficulty in defining ‘winners’ in the Covid-19 trek
Mauritius shows the difficulty in defining ‘winners’ in the Covid-19 trek

Lower forecasts on asset clean-up, Covid-19 provisioning

We see SBMH delivering MUR447mn net profit this year; the key delta is higher risk costs due to Mauritius’ vulnerabilities to the global slowdown. Significant changes in the Board’s composition earlier this year (which saw more than half the members...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 16 July 2020

Africa ex-SA equity strategy: Egypt is the least bad

Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 30 June 2020
Africa ex-SA equity strategy: Egypt is the least bad
Africa ex-SA equity strategy: Egypt is the least bad

Chasing technology's tail: EM equity strategy overview

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Chasing technology's tail: EM equity strategy overview
Chasing technology's tail: EM equity strategy overview