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Tourism is cheap and its time may have arrived in emerging market equities

Covid vaccination or high levels of prior infection are finally driving a re-opening of the tourism sector, both in source markets – witness the recent loosening of restrictions in the US and UK – and destination markets – consider the acceleration o...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 22 September 2021
Tourism is cheap and its time may have arrived in emerging market equities
Tourism is cheap and its time may have arrived in emerging market equities
Flash Report / Global

Yalla's alleged scam shows the risk of trusting non-financial metrics

Fraud allegations have been swirling around Yalla in recent weeks, and yesterday they came to a head. Since the fraud allegations surfaced, Yalla has lost 50% of its value, and has underperformed MSCI EM by 47%. Yalla's audit partner has an allegedly...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 16 September 2021
Yalla's alleged scam shows the risk of trusting non-financial metrics
Yalla's alleged scam shows the risk of trusting non-financial metrics

Contrarian sells in emerging market equities

The markets and sectors we consider are, in Large EM, India, Russia, Saudi Arabia and Taiwan Tech (where TSMC on its own almost counts a country, given its near 7% weight in MSCI EM), and, in small EM, Abu Dhabi, Bangladesh (large caps only), Hungary...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 16 September 2021
Contrarian sells in emerging market equities
Contrarian sells in emerging market equities

Fintech funding is growing strongly in 2021: Key emerging markets trends

In this report, we discuss recent fintech funding trends (at both the global and emerging markets levels), with a spotlight on the leading emerging markets transactions. Note that these numbers are based on funding deals data by Crunchbase in 20 sele...
Tellimer Research Rohit
Rohit Kumar @ Tellimer Research 7 September 2021
Fintech funding is growing strongly in 2021: Key emerging markets trends
Fintech funding is growing strongly in 2021: Key emerging markets trends

Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA

Vistas Media Acquisition Company, the SPAC that Anghami is reverse taking over, has obtained an extension for the deSPAC. Anghami has obtained licensed content from the main Arabic artists. as well as musicians from major global labels including Univ...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 30 August 2021
Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA
Anghami: Investors should ignore the SPAC headwinds facing the Spotify of MENA

Middle East security risks unchanged by US withdrawal from Afghanistan

Should governments in the Middle East that are allied, or at least aligned, with the US be more concerned for their security following the final US withdrawal from Afghanistan? Or, at least, no more than they were before recent images from Kabul airp...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 August 2021
Middle East security risks unchanged by US withdrawal from Afghanistan
Middle East security risks unchanged by US withdrawal from Afghanistan