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Strategy Note / Tunisia

Tunisia: Fractious politics gets in the way again

The context for the resignation of the Tunisian Prime Minister this week is an old one, seemingly unchanged since after the 2011 revolution, and it points to the structural political constraints in getting the economy back to sustainable growth and t...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 17 July 2020
Tunisia: Fractious politics gets in the way again
Tunisia: Fractious politics gets in the way again
Strategy Note / Global

Africa ex-SA equity strategy: Egypt is the least bad

Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 30 June 2020
Africa ex-SA equity strategy: Egypt is the least bad
Africa ex-SA equity strategy: Egypt is the least bad
Strategy Note / Tunisia

Tunisia: Coalition-building challenge

Difficult process of building a Parliamentary coalition of parties to form the government now lays ahead. Moderate Islamist party, Ennahda, faces significant challenges to establish a stable and coherent coalition. We reiterate our view that this rai...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 14 October 2019
Tunisia: Coalition-building challenge
Tunisia: Coalition-building challenge
Flash Report / Tunisia

Tunisia: Presidential election preview

This reinforces our previously published view that there are material risks to the formation of a coherent and empowered coalition following the upcoming Parliamentary election (6 October). In this poll, two candidates not supported by the main Parli...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 16 September 2019
Tunisia: Presidential election portends coalition and economic risks ahead
Tunisia: Presidential election portends coalition and economic risks ahead
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
Tourism exposure in FM & small EM