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Latest articles in Consumer Staples
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
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
Flash Report / China

China's new swine flu: Pandemic unlikely but it will boost food prices

The Chinese authorities' announcement that a new strain of flu with pandemic potential is passing through its massive population of pigs adds another layer of complexity to the response to Covid-19. The key issue is the applicability of that vaccine...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 1 July 2020
Flash Report / Global

How to profit from the rubber bounce

Covid-19 has led to a huge boom in demand for rubber gloves. It expects to generate 35% of its revenue growth on the back of the Covid-19 surge. However, there are distinct signs that a rubber bounce is imminent. Demand for cars in China is robust an...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 24 June 2020
Flash Report / Global

Wirecard fraud could imply more scrutiny for Emerging Market stocks

The Lady Vanishes is an Alfred Hitchcock thriller released in 1938. To the young woman's consternation, the other passengers deny ever seeing the missing person. Its operating profit skyrocketed 70-fold in the same period. It collects money from cred...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 June 2020
Equity Analysis / Global

The EM consumer stocks at risk of bankruptcy

In the summer of 2015, I met Prof. The Altman Z-score is a formula for determining whether a company is headed for bankruptcy. Between 1.81 and 2.99 indicates caution. Half our selection of EM consumer names is in the safe zone, but nearly a third wa...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 16 June 2020