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Bangladesh Strategy 2021: Return to high growth

IDLC Securities S. M. Galibur Rahman @ IDLC Securities
S. M. Galibur Rahman @
IDLC Securities
1 January 2021

WhatsApp payments finally gets the green light in India. We see big losses ahead

Rahul Shah 8 November 2020

Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil

Nirgunan Tiruchelvam 28 August 2020

EM consumer survey: Women are bearing the heaviest Covid-19 burden

Rahul Shah 19 August 2020

Covid-19 emerging markets survey: Anxious youth, impoverished wisdom

Rahul Shah 14 August 2020
Latest articles in Consumer Staples

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

Turkey Strategy: It’s all about monetary policy once again

Once again, unorthodox monetary policies by the CBRT and how it has managed its reserves since the past year, have led to a massive Turkish lira devaluation (47% y/y against US$ and 56% y/y against Euro). At 9.1x 2020 P/E (6.8x Bloom. We are also con...
ATA Invest Cemal Demirtas
Cemal Demirtas @ ATA Invest 12 November 2020

WhatsApp payments finally gets the green light in India. We see big losses ahead

We outline below why India represents the ultimate prize in digital payments, WhatsApp's strengths and weaknesses versus its competitors, why the road ahead will be challenging (and expensive) and what will differentiate the winners and losers in the...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 8 November 2020
WhatsApp payments finally gets the green light in India. We see big losses ahead
WhatsApp payments finally gets the green light in India. We see big losses ahead

Turkey Strategy: Between a rock and a hard place

The hybrid lockdown measures and a strong response by the public/private health sector helped to keep both infection and mortality rates in Turkey significantly lower than many countries. Erdemir : Erdemir is currently trading at 5.2x 20E a...
ATA Invest Cemal Demirtas
Cemal Demirtas @ ATA Invest 14 September 2020
Turkey Strategy: Between a rock and a hard place
Turkey Strategy: Between a rock and a hard place

Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil

Last night, the Gulf of Mexico was ravaged by Hurricane Laura, classed as Category 4 in the scale of disasters, which means it is capable of lethal damage. There have been mass evacuations in coastal areas of Texas and Louisiana, and 1.6mn barrels pe...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 August 2020
Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil
Hurricane Laura impact mirrors Katrina: Food prices could rally alongside oil

EM consumer survey: Women are bearing the heaviest Covid-19 burden

Almost 50% more women than men are suffering from anxiety relating to Covid-19; this difference is concentrated in Brazil and Mexico, suggesting cultural factors are playing a key role. Nevertheless, more of our female respondents have lost their job...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 19 August 2020
EM consumer survey: Women are bearing the heaviest Covid-19 burden
EM consumer survey: Women are bearing the heaviest Covid-19 burden