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Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Strategy Note / Global

China devaluation another US-China friction and a risk for rival exporters

China's fixed Renminbi rate has depreciated 0.7% in the last month, 2.6% ytd, 3.3% in the last year, 8% in the last 5 years.Related readingGeopolitics after Covid-19: US-China cold war, fragmented EU and GCCChina and Hong Kong: 'One country,...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 May 2020
China devaluation another US-China friction and a risk for rival exporters
Strategy Note / Sri Lanka

Sri Lanka: Stock market to re-open on 11 May, 7 weeks after shutting

Stock market shutdown will leave a bitter taste but others have been forgivenThe shutdown of the equity market in Sri Lanka likely leaves a long-lasting bitter taste for foreign institutional investors. Many will be put off by the ad hoc closure of t...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 7 May 2020
Sri Lanka: Stock market to re-open on 11 May, 7 weeks after shutting
Macro Analysis / Sri Lanka

Sri Lanka: Govt seeks IMF assistance; focus on economic revival emerges

As lockdowns continued island-wide, the government and Central Bank stepped up efforts to mitigate the economic impact. This included further restrictions on imports while the government sought the IMF’s assistance to help the funding shortfall...
Asia Securities Lakshini Fernando
Lakshini Fernando @ Asia Securities 30 April 2020
Sri Lanka: Govt seeks IMF assistance; focus on economic revival emerges
Macro Analysis / Sri Lanka

Sri Lanka: Covid-19 impact on key macro indicators

Following on from our GDP analysis, we focus on the impact of COVID-19 on other key macro variables. We look at a similar scenario-based angle, with the following probabilities assigned to each scenarioScenario 1 (Base case) 60- 75% probabilityS...
Asia Securities Lakshini Fernando
Lakshini Fernando @ Asia Securities 16 April 2020
Sri Lanka: Covid-19 impact on key macro indicators
Macro Analysis / Sri Lanka

Sri Lanka: Refinancing risk and BoP concerns emerge amidst Covid-19 impact

Impact of Covid-19 paints a bleak macro pictureAmidst the current backdrop, quantifying the economic impact of Covid-19 looks to be complex, giving significant rise to several assumptions and uncertainties on the outlook and downside risk. Globally,...
Asia Securities Lakshini Fernando
Lakshini Fernando @ Asia Securities 19 March 2020