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Macro Analysis / India

India: Size isn’t everything! Modi's 750MW solar project achieves many firsts

In this report, we discuss briefly how the Rewa solar project has helped achieve major milestones, analyse the outlook for India’s renewable electricity generation up until 2030 and look at the size of the opportunity for renewable sources of energy....
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 15 July 2020
Equity Analysis / Russia

Russia Energy: Regressive new energy strategy hinders development of clean tech

In this report, we also discuss why Russia might not meet its (very minimal) clean energy target, analyse the outlook for the country's electricity generation up until 2030 and look at the size of the opportunity for renewable sources of energy. Russ...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 15 June 2020
Weekend Reading / Global

Covid-19 business transformations: False hope for ESG as growth trumps ethics

While lockdowns, and recessions in general, are good for the environment because they reduce emissions, de jure and de facto loosening of regulations post-lockdown may counteract that. While solar is likely to be a winner, especially in emerging mark...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 13 June 2020
Macro Analysis / Pakistan

Pakistan's KSE-100 in May: Muted performance despite positive triggers

The KSE-100 was flat in May 2020 (down 0.5% mom), taking CY20td decline to 17%. US$46mn average daily traded value. FIPI outflow (US$40mn in May) continued for the fourth consecutive month since the onset of Covid-19 pandemic. Pakistan Market staged...
Intermarket Securities Saad Ali
Saad Ali @ Intermarket Securities 1 June 2020
Equity Analysis / Vietnam

Vietnam Energy: As demand soars, solar can shine with the right policies

Vietnam has issued anew policyto promote the development of solar power projects, commonly known as Decision 13, effective 22 May 2020. Ground-mounted solar power projects will receive USc7.09/kWh versus USc8.07/kWh weighted-average FiT (or 12% lower...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 28 May 2020
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