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Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Equity Analysis / Global

Will Africa's poor drive consumer spending after Covid-19?

Covid-19 has devastated the lives of Africa's poor. In many countries, the lockdowns have halted the income of day labourers, and curbed their spending. Day labourers work primarily in construction, transport and hospitality. They are an eng...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 May 2020
How Africa's poor will drive consumer spending after Covid-19
Equity Analysis / Global

What the collapse of UAE-based Phoenix Commodities means for food prices

Marc Rich, the infamous commodity trader, amassed a fortune despite facing extradition charges. He spent much of his life in exile in Switzerland. The US authorities charged him with racketeering and tax evasion. Rich started a commodity trader that...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 12 May 2020
What the collapse of UAE-based Phoenix Commodities means for food prices
Equity Analysis / Pakistan

Pakistan Market: KSE-100 – Staging a bounce back

The KSE-100 bounced back in April 2020, rising 17% mom, after a sharp 23% decline in March. The rally was led by (i) government decision to ease off lockdown conditions for certain industries, (ii) an emergency 200bps cut in the policy rate, bringing...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 4 May 2020
Strategy Note / Croatia

Croatia tourism sector: Dealing with the Coronavirus pandemic

The Covid-19 pandemic impacts all industries across the globe, with tourism and travel sector in particular experiencing serious adverse effects given the increasing travel restrictions, major event cancellations and overall risk aversion to travel d...
InterCapital InterCapital Research Team
InterCapital Research Team @ InterCapital 24 April 2020
Croatia tourism sector: Dealing with the Coronavirus pandemic
Flash Report - Equity / India

Facebook's Indian foray raises stakes for EM e-commerce firms

Facebook has made a US$5.7bn investment in Indian telco company Reliance Jio for a 10% stake – a major vote of confidence in EM e-commerce in the midst of the devastating Covid-19 pandemic. Reliance Jio is controlled by Mukesh Ambani, Ind...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 23 April 2020
Facebook's Indian foray raises stakes for EM e-commerce firms, such as Jumia