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Strategy Note / Global

China challengers in manufacturing with low cost labour (in one chart)

Related readingChina manufacturing is irreplaceable but India and other Asians can win shareChina devaluation another US-China friction and a risk for rival exporters
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 13 July 2020
Macro Analysis / Turkey

Turkish industrial production improves, but still at 2013 levels

Even though the majority of industrial companies restarted production in May, the rebound was not balanced. The breakdown shows there were: 1) strong performers like motor vehicles production, showing a triple-digit jump at 190% (sti...
ING Think
ING Think 13 July 2020
Macro Analysis / Turkey

Turkey’s trade deficit widens further

Accordingly, the deteriorating trend in the 12-month rolling current account balance that started in the last quarter of 2019 has gained pace in recent months and continued in May with US$-8.2 billion vs US$+8.7 billion at e...
ING Think
ING Think 13 July 2020
Sovereign Analysis / Lebanon

Lebanon: At the precipice as leaders pass the buck

Since officially entering default on 23 March (after announcing on 8 March the intention to not pay the 9 March maturity), Lebanon’s economic and political crisis has spiralled out of control. While protests died down in March amid a Covid-related lo...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 9 July 2020
Strategy Note / Global

Emerging and Frontier: Way behind Developed on Buffet Indicator (in one chart)

Related reading7 reasons to consider investing in small EM and FrontierChasing technology's tail: EM equity strategy overview
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020
Strategy Note / Global

Wider Europe equity strategy: Kazakhstan worthy outperformer

“Wider Europe” refers to a geographically disparate collection of countries (stretching from Eastern Europe and former CIS, to Turkey, and to Iceland). All have significant trading links to the EU (but this is also the case for Morocco and Tunisia in...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 July 2020