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Africa equities should catch LatAm peers, Egypt top pick

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
25 November 2020

Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

Hasnain Malik 3 September 2020

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

Hasnain Malik 30 June 2020

Chasing technology's tail: EM equity strategy overview

Hasnain Malik 28 June 2020

Zimbabwe Covid-19 report – Accelerating existing structural fragility

Balamanja Made 15 June 2020
Latest articles in Zimbabwe

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

Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

The investment to realise that manufacturing potential is likely driven by serving local and nearby regional markets in contrast to North Africa (EU exports) or South East Asia (global exports and China relocation). Our relative scorecard uses the sa...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 3 September 2020
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard
Sub Sahara Africa manufacturing potential: Ethiopia tops our regional scorecard

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

Chasing technology's tail: EM equity strategy overview

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Chasing technology's tail: EM equity strategy overview
Chasing technology's tail: EM equity strategy overview

Zimbabwe Covid-19 report – Accelerating existing structural fragility

Prior to the Covid-19 outbreak, Zimbabwe already had 7mn people in both rural and urban areas in urgent need of humanitarian assistance. That being said, it is likely that QE will form part of the stimulus strategy for multiple CBs globally. As marke...
IH Securities
Balamanja Made
Balamanja Made @ IH Securities 15 June 2020
Zimbabwe Covid-19 report – Accelerating existing structural fragility
Zimbabwe Covid-19 report – Accelerating existing structural fragility

Africa fintechs’ product suite explained… from agritech to remittances

Our recent survey of 150+ fintechs across 20 African markets enabled us to find their product and customer niches, as well as identify theirunique success factors. Fintech companies are increasingly competing with traditional financial services provi...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 April 2020
Africa fintechs’ product suite explained… from agritech to remittances
Africa fintechs’ product suite explained… from agritech to remittances