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Latest articles in Consumer Discretionary
Strategy Note / Vietnam

Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook

With the second wave of the coronavirus pandemic, economic recovery will take longer than we expected because of weaker domestic consumption. Average liquidity from the start of the second wave until now was only VND4,200bn, fading out in the past fe...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 6 August 2020
Flash Report / Bangladesh

Unilever completes 82% acquisition of Glaxow BD, gaining ownership of HFD brands

Glaxow BD to become Unilever Consumer Care after the transfer of 9.88mn shares. Horlicks is the absolute market leader in the BDT4.1bn health food drinks (HFD) industry attaining 92% market share. On the other hand, GSK group will continue to market...
IDLC Securities Auneea Haque
Auneea Haque @ IDLC Securities 29 July 2020
Equity Analysis / Egypt

Egypt Commodity and Material Prices: Sector outlook and trends – Q2 20 update

Nitrogen Fertilizer producers are ramping up capacity utilization in an attempt to offset weak urea prices with the outlook still uncertain. Petrochemicals have fared worse than their Agrochemical peers, as they have been enduring so far an unprecede...
Pharos Holding Diyar Hozaien
Diyar Hozaien @ Pharos Holding 28 July 2020
Global Themes / Global

Food delivery platforms and the tech revolution in emerging markets

Technological innovators are disrupting business, enabled by the increasing prevalence and power of smartphones. In this in-depth report, part of our new series on technological disruption in emerging markets, we examine one such industry – digital f...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 July 2020
Flash Report / United Arab Emirates

How to play a tourism revival in Dubai

A sleeping giant is rising from its deep slumber. Dubai’s Expo2020, an international trade show, has been postponed until October 2021 due to Covid-19. Arrivals are greeted by temperature checks and nasal swabs. They have fixed lease payments and uti...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 July 2020
Flash Report / Africa

Huawei could lose out on 5G in Europe, but outright ban in Africa unlikely

And the ban goes on... The US is working on regulations that will ban its government from working with contractors who use technology from five Chinese companies: Huawei, ZTE, Hikvision, Dahua and Hytera. This is negative because Huawei relies on for...
Tellimer Research Tracy Kivunyu
Tracy Kivunyu @ Tellimer Research 14 July 2020