Refine by sector

Our 20 pandemic winners: Key takeaways

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

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

Covid vaccine means that Freezer Producers are now red hot

Nirgunan Tiruchelvam 17 November 2020

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Hasnain Malik 27 September 2020

Corruption: The ugly truth for EM and ESG investors

Hasnain Malik 7 July 2020
Latest articles in Thailand

Thailand’s external trade ends 2020 on a positive note

Year-on-year export growth in most Asian economies surprised on the upside in December, which is why we expected Thailand’s exports to join the crew too. The December data ends the negative export growth streak that was in place since May 2020. The t...
ING Think
ING Think 22 January 2021
Thailand’s external trade ends 2020 on a positive note
Thailand’s external trade ends 2020 on a positive note

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

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

EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

Already in 2020, we have seen a large number of sovereign defaults, notably in Argentina, Belize, Ecuador, Lebanon, Suriname and Zambia. Meanwhile, Bahrain (+9ppt to 137%), Brazil (+2ppt to 104%) and South Africa (+6ppt to 85%) see more modest increa...
ING Think
ING Think 7 January 2021
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some
EM Sovereigns: Debt sustainability remains a concern but will only become acute for some

NRF: Earnings upside beckons

Share price will gain a positive catalyst from impressive growth in 3Q20 result forecast (to be posted on Nov 13). With scope for earnings upside, valuation will look much cheaper with a 2021 PER of 43.6x to 34.9x. Our BUY rating stands at a YE21-der...
Bualuang Securities Narumon Ekasamut
Narumon Ekasamut @ Bualuang Securities 23 November 2020

Covid vaccine means that Freezer Producers are now red hot

The prospect of a Covid-19 vaccine is a joyous occasion for the market. This temperature is far far lower than a normal domestic freezer which operates at -10c at best. Many logistics companies such as Fedex operate cold chains. In Asia, there are a...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 17 November 2020
Covid vaccine means that Freezer Producers are now red hot
Covid vaccine means that Freezer Producers are now red hot