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Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
18 January 2021

Africa equities should catch LatAm peers, Egypt top pick

Hasnain Malik 25 November 2020

Tunisia: Fractious politics gets in the way again

Hasnain Malik 17 July 2020

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

Hasnain Malik 30 June 2020

Tunisia: Coalition-building challenge

Hasnain Malik 14 October 2019
Latest articles in Tunisia

Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Most would agree that economic stress, and specifically unemployment, breeds populism, and in extreme cases, radicalisation and insecurity. It is the EM echo of the message from Bill Clinton's 1992 election strategist James Carville, "It's the econom...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 18 January 2021
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon
Jobs matter more than votes: ESG pointers from Tunisia and Lebanon

Africa equities should catch LatAm peers, Egypt top pick

Africa is no less geared to the bump in commodity export prices and no less chequered in terms of sluggish reform and accumulation of debt than Latin America, where much more liquidly traded equity market peers have rallied sharply this month. Egypt...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 25 November 2020
Africa equities should catch LatAm peers, Egypt top pick
Africa equities should catch LatAm peers, Egypt top pick

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

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

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

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