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Strategy Note / Turkey

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
Flash Report / Global

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
Macro Analysis / Global

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
Macro Analysis / Global

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

Our survey indicates that the physical health implications of Covid-19 have not been age-dependent; around one in six-respondents feel they have been affected in some way. Over-35s are mentally more resilient, even though almost half of them are expe...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 14 August 2020
Covid-19 emerging markets survey: Anxious youth, impoverished wisdom
Covid-19 emerging markets survey: Anxious youth, impoverished wisdom
Macro Analysis / Global

EM Covid-19 survey: Government support programmes are missing their mark

More low-income individuals aren't benefitting from government support than wealthier individuals. This difference seems most severe in China and India. Low-income individuals can't benefit from such schemes if they are financially excluded. Low-inco...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 4 August 2020
EM Covid-19 survey: Government support programmes are missing their mark
EM Covid-19 survey: Government support programmes are missing their mark
Macro Analysis / Global

Covid-19 consumer survey: The EMs hurting (and helping) the most

Lower income is most prevalent in Indonesia, while it is less of an issue for Brazilians and Mexicans. In terms of changes in behaviour, home-working is now much more prevalent in Indonesia, while in China relatively fewer respondents had made this s...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 24 July 2020
Covid-19 consumer survey: The EMs hurting (and helping) the most
Covid-19 consumer survey: The EMs hurting (and helping) the most