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...

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...

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...

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...

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...

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...