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Latest articles in Pakistan
Strategy Note / Pakistan

Pakistan opposition rally but Army-Imran-China triumvirate to persist

Short term, they are likely to distract the government from its urgent priorities (Covid-19, inflation and fiscal deficit control, external debt issuance, the IMF loan), compounding its loss of mass popularity since winning the 2018 election, and thi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 19 October 2020
Pakistan opposition rally but Army-Imran-China triumvirate to persist
Pakistan opposition rally but Army-Imran-China triumvirate to persist
Strategy Note / Global

Food delivery apps and the scramble for market share in EM

Technology and innovation have transformed the digital food delivery industry over the past five years, morphing it into a US$110bn business that has reshaped dining habits and disrupted traditional restaurant models. We estimate that Uber Eats has b...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 4 October 2020
Food delivery apps and the scramble for market share in EM
Food delivery apps and the scramble for market share in EM
Strategy Note / Global

Remittances: Better than feared so far (in two charts)

If remittances drop 20% who is exposed in emerging and frontier markets?
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 September 2020
Remittances: Better than feared so far (in two charts)
Remittances: Better than feared so far (in two charts)
Strategy Note / Global

Hydrocarbon 'Hail Mary': Turkey joins the club

Near the end of an American Football game when the offensive team is desperate it will attempt a long pass with potentially heroic consequences but, generally low probability of success - the ‘Hail Mary’ play. It is perhaps too cynical an observation...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 21 August 2020
Hydrocarbon 'Hail Mary': Turkey joins the club
Hydrocarbon 'Hail Mary': Turkey joins the club
Equity Analysis / Pakistan

Pakistan OMCs: Pick-up in sales slows down in July due to higher prices

As per provisional data, overall OMC sales in July 2020 grew 8% yoy and 3% mom to 1.66mn tons. Excluding furnace oil (FO), sales are higher 15% yoy but down 5% mom. Sales of Mogas (petrol) and HSD (diesel) were up 14% and 24% yoy in July because of (...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 5 August 2020
Macro Analysis / Pakistan

Pakistan: Rise in rural food inflation pushes CPI to 9.3% in July

National CPI rose to 9.3% yoy in July 2020 vs. 8.6% yoy in June. Urban non-food inflation continued to drop (3.9% in July vs. 4.7% in June), while Rural non-food inflation rose to 6.3% vs. 5.8% in the previous month. This was largely led by yoy rise...
Intermarket Securities Yusra Beg
Yusra Beg @ Intermarket Securities 3 August 2020