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Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Equity Analysis / Nigeria

Nigeria E-Commerce: The route to profit for ride-hailing and food delivery

Online food delivery volumes have skyrocketed during the lockdown in Nigeria, with a more than 50% increase in the items sold on Jumia Food between 2 March and 27 April. Restaurants have been shut to diners, meaning stranded and isolated households h...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 May 2020
Nigeria E-Commerce: The route to profit for ride-hailing and food delivery
Equity Analysis / Global

Will Africa's poor drive consumer spending after Covid-19?

Covid-19 has devastated the lives of Africa's poor. In many countries, the lockdowns have halted the income of day labourers, and curbed their spending. Day labourers work primarily in construction, transport and hospitality. They are an eng...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 May 2020
How Africa's poor will drive consumer spending after Covid-19
Flash Report - Equity / Global

Will Uber's bid for GrubHub deliver for e-commerce in emerging markets?

Though the crisis brought on by Covid-19 has brought misery for many, it has been a godsend for the food delivery business. There has been a surge in demand for meal delivery during lockdowns.Uber Technologies Inc. (UBER US), the ride-hailing behemot...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 13 May 2020
Will Uber's bid for GrubHub deliver for e-commerce in emerging markets?
Equity Analysis / Global

What the collapse of UAE-based Phoenix Commodities means for food prices

Marc Rich, the infamous commodity trader, amassed a fortune despite facing extradition charges. He spent much of his life in exile in Switzerland. The US authorities charged him with racketeering and tax evasion. Rich started a commodity trader that...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 12 May 2020
What the collapse of UAE-based Phoenix Commodities means for food prices
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
Jumia: What Africa's Amazon tells us about the e-commerce opportunity