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Latest articles in Morocco

Jordan's crises in 5 charts: No read-across from arrests for GCC or Morocco

We have no insight or comment on the exact course of events surrounding the arrests (eg, questions such as: 1) are these technically arrests, restrictions of movement, or simply a removal of privileges? 2) was there a coordinated attempted coup in th...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 4 April 2021
Jordan's crises in 5 charts: No read-across from arrests for GCC or Morocco
Jordan's crises in 5 charts: No read-across from arrests for GCC or Morocco

Morocco's spat with Germany is a setback if it is over Western Sahara

Germany accounts for 4.6% of Morocco exports (ie c1.7% of GDP) and clothing is the largest item (c45% of total German-bound exports). This narrowly defined exposure to Germany is limited, but the wider context is Germany's influence in trade negotiat...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 2 March 2021
Morocco's spat with Germany is a setback if it is over Western Sahara
Morocco's spat with Germany is a setback if it is over Western Sahara

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
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

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

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
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

Frontier and MENA 2021 Outlook: A New Era of Investment

Markets had expected greater economic normalization globally as we headed into the end of 2020, but rising COVID-19 cases in various parts of the world mean the pandemic is likely to persist into the next year. In Asia, Vietnam has beaten back a seco...
Franklin Templeton
Franklin Templeton 22 December 2020
Frontier and MENA 2021 Outlook: A New Era of Investment
Frontier and MENA 2021 Outlook: A New Era of Investment