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Latest articles in Mauritius

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

Africa records 43% weekly rise in coronavirus deaths as public fatigue sets in

Hopes for Chinese stimulus following a disappointing GDP figure from the world’s second largest economy continued to filter through the base metal markets yesterday. The June year on year print came in at 8.2% y/y from 6.2% y/y in May, while the mont...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 16 July 2021

FATF Grey List highlights another grey area for ESG

The Financial Action Task Force (FATF) completed its most recent meeting on 25 June and, among small Emerging and Frontier equity markets, Mauritius, Morocco, Pakistan remain on the "Grey List", Philippines was added, and Ghana was removed. For examp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 27 June 2021
FATF Grey List highlights another grey area for ESG
FATF Grey List highlights another grey area for ESG

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

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
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

MCB Group (Mauritius): FY 20 results — The good and the ugly; a tale of two halves

MCBG reported a full-year net profit of MUR7,912mn, 16% lower yoy. We think the outlook for the coming quarters will also be challenging. Fee income was weak (down 5% yoy), reflecting lower transactional activity. On the back of these numbers, we hav...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 2 October 2020