The retail industry players have always been competing for high efficiency and satisfying consumer experience. Also, the structure of terminal retail channels for agricultural products during the pandemic has changed significantly, with the proportio...

Coupang, the e-commerce leader in South Korea, rose by 41% on its first day of trading yesterday on the NYSE. The rally could last much longer than the first-day pop. Operationally, Coupang is superior to any of its peers. It delivers its goods throu...

Having come to the end of a year of important and highly complex challenges, 2021 holds better prospects, supported by the expected recovery and the beginning of the path towards a new post-pandemic normality. We believe that appetite for risky asset...

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...

As investors digest the latest developments and potential implications from the coronavirus, leading emerging markets have demonstrated resilience in the face of uncertainty. Some emerging market economies continue to show long-term investment opport...

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...