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Our 20 pandemic winners: Key takeaways

Tellimer Research Rahul Shah @ Tellimer Research
Rahul Shah @
Tellimer Research
20 January 2021

Gojek-Tokopedia merger and IPO is a game-changer for ASEAN tech

Nirgunan Tiruchelvam 11 January 2021

Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

Nirgunan Tiruchelvam 7 January 2021

Bangladesh Strategy 2021: Return to high growth

S. M. Galibur Rahman 1 January 2021

Facebook facepalmed: Positive emerging market implications from US anti-trust

Hasnain Malik 10 December 2020
Latest articles in Consumer Discretionary

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...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 20 January 2021
Our 20 pandemic winners: Key takeaways
Our 20 pandemic winners: Key takeaways

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...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 January 2021
Grab seeks US IPO as Asia's food delivery and ride hailing giants rush to list
Grab seeks US IPO as Asia's food delivery and ride hailing giants rush to list

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...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 11 January 2021
Gojek-Tokopedia merger and IPO is a game-changer for ASEAN tech
Gojek-Tokopedia merger and IPO is a game-changer for ASEAN tech

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...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 7 January 2021
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing
Baby Amazons were clear winners of the pandemic, but a sell-off is brewing

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...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 4 January 2021
Dubai buzzes but Covid-19 spikes, a lesson for all EM tourism
Dubai buzzes but Covid-19 spikes, a lesson for all EM tourism

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...
IDLC Securities S. M. Galibur Rahman
S. M. Galibur Rahman @ IDLC Securities 1 January 2021
Bangladesh Strategy 2021: Return to high growth
Bangladesh Strategy 2021: Return to high growth