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Flash Report - Equity / Morocco

Maroc Telecom to appeal MAD3.6bn fine

Morocco’s state telecoms regulator has fined Maroc Telecom MAD3.6bn (US$375mn), two years after Inwi sued the telco in March 2018 for uncompetitive practices relating to sharing of Maroc Telecom’s fixed network infrastructure. Inwi at the...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 3 February 2020
Strategy Note / Global

Coronavirus: UAE case a warning for global tourism

The United Arab Emirates Ministry of Health has announced a diagnosis of a coronavirus case in a family from Wuhan in China – the first such publicly announced case in the Middle East. Of Dubai's 16.7mn visitors in 2019, c6% came from...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 January 2020
Coronavirus: UAE case a warning for global tourism
Strategy Note / Global

Frontier-Emerging Equity Monthly, January: War and Pestilence

January started with investor fears of war (Iran) and ended with fear of another horseman of the apocalypse, pestilence (China). Oil prices spiked 4% after the assassination of Iran Quds Force leader, Qassem Soleimani, in a US drone st...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 January 2020
Strategy Note / Global

Doing Business: EM improving in general

The latest annual World Bank Ease of Doing Business survey, published in full last week, provides useful data points for structural economic reform momentum, if not near-term economic growth or the performance of asset prices. We highlight the follow...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 October 2019
Strategy Note / Global

Beggars Banquet: Fund strategy and top market picks

After a long list of crises in the past decade or so, FM and small EM public equities represent a diverse and attractively valued opportunity set, particularly for the active fund manager. Passive funds are not well suited to this niche asset class.&...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 June 2019
Flash Report / Global

Tourism exposure in FM and small EM

Tourist destinations tend to bounce back from security setbacks: Egypt, Indonesia, Jordan, Kenya, Lebanon, Morocco, Philippines, Thailand, Tunisia and Turkey are all examples from the frontier and emerging markets in the past two decades. And, of cou...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 April 2019
Tourism exposure in FM & small EM