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China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

China's more pragmatic 'zero-Covid' inevitably spikes infections: witness lockdown in Zhengzhou and Foxconn factory riot. Reminder of China's deep links with global supply chain, particularly top alternative manufacturing location Vietnam. 'China +1'...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 November 2022
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

You want ketchup with that? Dubai's Empower supersizes its IPO offering

Empower marks Dubai’s fourth privatisation this year (out of a targeted 10 transactions), with US$7.6bn raised so far. It's the world’s largest district cooling firm, with a 50% energy efficiency advantage over traditional air conditioning. It delive...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 4 November 2022
You want ketchup with that? Dubai's Empower supersizes its IPO offering
You want ketchup with that? Dubai's Empower supersizes its IPO offering

IEA sees faster Renewables transition, but who pays or votes for it?

The IEA's latest outlook argues that targeted Renewables adoption has accelerated as a result of the Russia-Ukraine War. In our view, risks to Renewables targets are insufficient global coordination, financial capital and political mandates. In EM eq...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 27 October 2022
IEA sees faster Renewables transition, but who pays or votes for it?
IEA sees faster Renewables transition, but who pays or votes for it?

IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

Amid overall gloomy outlook, updated forecasts for 2023 imply bigger gap between faster-growth EM and slower-growth DM. In Large EM, India and Indonesia, and in Small EM, Bangladesh, Kenya, Philippines and Vietnam stand out for fast growth. Rare unch...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 October 2022
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

OPEC+ output cut pains oil importers, Biden, anti-Russia bloc

OPEC+ cuts official output quota by 2mbpd from November, following through on last month's 100kbpd signal of intent. Pain of high oil price persists for net importers. And for US President Biden before Congressional mid-terms in November. Also a demo...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 5 October 2022
OPEC+ output cut pains oil importers, Biden, anti-Russia bloc
OPEC+ output cut pains oil importers, Biden, anti-Russia bloc

The UAE Salik IPO – priced to go? 12 things investors should know

UAE toll road operator Salik will list at AED2 per share, with the Government of Dubai to selling a 20% stake. Salik is very profitable; the historical EBITDA margin is 82% but this falls to 67% after adjusting for concession fees. A 100% payout rati...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 September 2022
The UAE Salik IPO – priced to go? 12 things investors should know
The UAE Salik IPO – priced to go? 12 things investors should know