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Oil: The cheapest oil exporter equity markets

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
8 January 2021

Oil: Saudi takes one for the team, masking demand and compliance cracks

Hasnain Malik 6 January 2021

Yalla! Why the Arab world's Facebook is on fire

Nirgunan Tiruchelvam 9 December 2020

Commodities rally benefits Chile, Indonesia and Russia

Hasnain Malik 6 December 2020

Saudi Arabia is still fuelling global energy demand, but now via renewables

Vahaj Ahmed 30 November 2020
Latest articles in Saudi Arabia

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

Israel's hardline shift is bad news for the Middle East

Benjamin Netanyahu's Likud party, with a range of 23% to 30% Knesset seats over the last decade or so, has often relied on coalition partners. But this time, parties further to the extreme than Likud are registering, collectively, over 35% in recent...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 10 January 2021
Israel's hardline shift is bad news for the Middle East
Israel's hardline shift is bad news for the Middle East

Oil: The cheapest oil exporter equity markets

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets

Oil: Saudi takes one for the team, masking demand and compliance cracks

The Saudi unilateral output cut is obviously positive for oil price short-term and most other oil exporters: Russia in large EM, Qatar in small EM, and Kazakhstan in FM (for those unable to repatriate from Nigeria) are our top oil exporter picks. Oil...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 6 January 2021
Oil: Saudi takes one for the team, masking demand and compliance cracks
Oil: Saudi takes one for the team, masking demand and compliance cracks

Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

At first glance, the investment implications for the GCC region are neutral because the UAE may not be mirroring Saudi and this may signify a split in approach. For Qatar, even a partial removal of restrictions is positive but, in our view, its inves...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 5 January 2021
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up
Qatar and Saudi start to mend ties, not clear UAE will join in GCC patch-up

Yalla! Why the Arab world's Facebook is on fire

Yalla (YALA US) is a voice-based social network platform in the Gulf. Yalla can become a home-grown alternative to social network giants like Facebook in MENA. It is the largest voice chat in MENA in terms of revenue, according to Frost & Sullivan. I...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 9 December 2020
Yalla! Why the Arab world's Facebook is on fire
Yalla! Why the Arab world's Facebook is on fire