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Our 20 pandemic winners: Key takeaways

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
20 January 2021

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

Hasnain Malik 18 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

Morocco-US-Israel-Western Sahara a diplomatic win but may ignite Polisario war

Hasnain Malik 11 December 2020

Africa equities should catch LatAm peers, Egypt top pick

Hasnain Malik 25 November 2020
Latest articles in Morocco

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

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

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

Morocco-US-Israel-Western Sahara a diplomatic win but may ignite Polisario war

However, this announcement may inflame the Polisario Front, which has fought, often with support from Algeria, for an independent state for the indigenous Sahrawi people since shortly after the Spanish colonial withdrawal from Western Sahara in 1975....
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 11 December 2020
Morocco-US-Israel-Western Sahara a diplomatic win but may ignite Polisario war
Morocco-US-Israel-Western Sahara a diplomatic win but may ignite Polisario war

Africa equities should catch LatAm peers, Egypt top pick

Africa is no less geared to the bump in commodity export prices and no less chequered in terms of sluggish reform and accumulation of debt than Latin America, where much more liquidly traded equity market peers have rallied sharply this month. Egypt...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 25 November 2020
Africa equities should catch LatAm peers, Egypt top pick
Africa equities should catch LatAm peers, Egypt top pick

Morocco Polisario conflict a fiscal and diplomatic risk for Africa's steady eddy

The spark for clashes was Polisario's blockade (since 21 October) of a road through Guerguerat on the Moroccan-Mauritanian border. The historic context dates back to the Spanish colonial withdrawal from the region in 1975 and the subsequent war betwe...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 16 November 2020
Morocco Polisario conflict a fiscal and diplomatic risk for Africa's steady eddy
Morocco Polisario conflict a fiscal and diplomatic risk for Africa's steady eddy