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Flash Report / United States of America

Uber's appetite for food delivery will go beyond Postmates deal

Yesterday, Uber announced an all-share US$2.7bn acquisition of food delivery player Postmates, which will merge with Uber Eats, Uber's food delivery arm. The deal comes shortly after Uber failed to acquire another competitor, Grubhub, which was inste...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 July 2020
Flash Report / Global

Amazon’s latest investment in India could signal more Big Tech deals in EM

Many weddings have been cancelled due to Covid-19, but there seems to be a rush to the altar to marry data and e-commerce lately. Covid-19 has not deterred this alliance! According to Reuters, Amazon is eyeing a US$2bn stake in Bharti Airtel, one of...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 11 June 2020
Flash Report - Equity / United States of America

Jumia: What Africa's Amazon tells us about the e-commerce opportunity

Covid-19 has hit the world economy very hard. Apart from the 260,000+ lives lost, the pavement is littered with traditional retailers going bust: JC Penny, a famous American department store chain founded in 1902, filed for bankruptcy on Monday; Neim...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 May 2020
Strategy Note / Global

Trump's tougher election makes China friction worse

US-China relations worsen due to US Covid-19 policy and deflection of blame The creep towards a cold war between the US and China is inevitable, given that both are of a size that brings them into competition across trade, technology and te...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 4 May 2020
Strategy Note / United States of America

US Dollar as reserve currency after Covid-19? A moot point for EM ex-China

The US Dollar is still a very long way from being dethroned, and is again the safe haven of choice in crisis. But Covid-19 adds more pressure and raises the question of what we need from a reserve currency.Characteristics, usually self-reinforcing, o...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 April 2020
Strategy Note / Global

Geopolitics after Covid-19: US-China cold war, fragmented EU and GCC

In our latest look at the impact of the economic shock brought on by Covid-19, we focus on geopolitics. We think there will be long-lasting negative effects on regime stability, structural reform and relations with neighbours.In the same wa...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 20 April 2020