Consumer Discretionary
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Our 20 pandemic winners: Key takeaways
The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...


Grab seeks US IPO as Asia's food delivery and ride hailing giants rush to list
The ASEAN ride-hailing and food delivery company Grab is seeking a US listing, according to Bloomberg. The issue could raise US$2 billion. This would be one of the largest ASEAN listings in the US. Grab's net revenue rose 70% yoy in 2020, and it has...


Gojek-Tokopedia merger and IPO is a game-changer for ASEAN tech
There are plans afoot for a massive merger in Indonesia that would raise the stakes for emerging markets e-commerce. Gojek is valued at US$10.5 billion and Tokopedia is at US$7.5 billion, but the combined entity would create strong synergies. As we l...


Baby Amazons were clear winners of the pandemic, but a sell-off is brewing
Emerging markets e-commerce players, or Baby Amazons, were the unquestioned winners of 2020. Some Baby Amazons have produced returns that even their strongest backers would never have dreamt of — Jumia rose 468% in 2020 and 15x from the depths of Mar...


Dubai buzzes but Covid-19 spikes, a lesson for all EM tourism
The mid-November end of quarantine requirements in the UK for those returning from the UAE (and the ability to undergo a Covid-19 test on arrival in Dubai) and the establishment of visa-on-arrival for Israeli visitors to the UAE at the start of Decem...


Bangladesh Strategy 2021: Return to high growth
Before the pandemic hit the country, Bangladesh's economy maintained a steady 6%+ growth rate during FY10-FY15 and 7.0%+ growth rate during FY16-FY18, and 8.15% in FY19. Bangladesh’s foreign exchange reserve reached USD 43bn landmark in December, 202...

