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10 best Emerging Market tech stocks in 2021

Angel One, previously known as Angel Broking, is a digital investment services company offering stock trading, advisory services, margin funding, mutual fund investments, etc., Momo dominates online shopping in Taiwan and has emerged as one of the le...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 17 January 2022
10 best Emerging Market tech stocks in 2021
10 best Emerging Market tech stocks in 2021
Weekend Reading / Global

What you were reading on Tellimer Insights in 2021

Rohit Kumar, Rahul Shah and Nirgunan Tiruchelvam highlighted 20 emerging market stocks whose structural growth trajectories had received a pandemic boost. Read James's library of reports here. Janet Ogunkoya argued that the act could just be what Nig...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 15 January 2022
What you were reading on Tellimer Insights in 2021
What you were reading on Tellimer Insights in 2021

Nigeria lifts Twitter ban as 2023 election approaches

Nigeria's government has finally lifted the ban it placed on Twitter seven months ago. In this report, we highlight the unlikely winners from the ban and the importance of the timing of the reversal. Although many people, companies and government org...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 14 January 2022
Nigeria lifts Twitter ban as 2023 election approaches
Nigeria lifts Twitter ban as 2023 election approaches
Flash Report / Kenya

Safaricom: The never-ending price war and regulatory risk

The Communications Authority of Kenya (CA) plans to cut the mobile termination rate (MTR) from KES0.99 to KES0.12 per minute. Airtel Kenya and Telkom will benefit from the change, while Safaricom will lose out. Under the new MTR, this would have been...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 13 January 2022
Safaricom: The never-ending price war and regulatory risk
Safaricom: The never-ending price war and regulatory risk
Flash Report / Singapore

Sea will rise again despite recent rout; reiterate Buy

Sea Ltd has lost 45% of its value since 19 October 2021 (when it was trading at all-time highs) – by comparison, the Nasdaq has been flat in this period and the MSCI Emerging Markets Information Technology Index is up 8%. The block sale was at a c7% ...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 13 January 2022
Sea will rise again despite recent rout; reiterate Buy
Sea will rise again despite recent rout; reiterate Buy

The 5 top-performing EM e-commerce firms of 2021

Momo.com dominates online shopping in Taiwan and has emerged as one of the leading e-commerce firms outside the US and China. It is the country's leading search portal. Its market share in South Korean e-commerce is 19% and the company now plans to b...
Tellimer Research Nirgunan
Nirgunan Tiruchelvam @ Tellimer Research 12 January 2022
The 5 top-performing EM e-commerce firms of 2021
The 5 top-performing EM e-commerce firms of 2021