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Strategy Note / Global

US weaponises all Tech regulation in China friction, EM Tech in the cross hairs

Alibaba and Tencent (WeChat owner) are the two largest stocks in the MSCI EM index (with about 7.4% and 6.3% weights, respectively) and both fell about 5% the day after Trump's executive order. The tide may be turning not so much on the adoption of n...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 9 August 2020
Weekend Reading / Global

Digital payments need digital currencies

Last month, I looked at how the Wirecard saga showed that political risk is not just an EM problem and that fintech investors need to look beyond growth to understand partnership and infrastructure risk. At the same time, I realised that, despite gro...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 8 August 2020
Strategy Note / Vietnam

Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook

With the second wave of the coronavirus pandemic, economic recovery will take longer than we expected because of weaker domestic consumption. Average liquidity from the start of the second wave until now was only VND4,200bn, fading out in the past fe...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 6 August 2020
Strategy Note / China

'Splinternet' problems for EM equity investors

This is a particularly thorny issue for EM investors because of the dominance China technology-related companies now have in the EM equity index (c25% weight) and the continued out-performance of that index by those companies and other EM tech compan...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 4 August 2020
Strategy Note / Taiwan

Taiwan: TSMC spikes after Intel failure, now 5.1% of MSCI EM index

Intel's market capitalisation fell by about US$40bn after its quarterly call (23 July night) while TSMC rose by almost an equivalent amount. Its performance ytd is in line with the two largest EM stocks, Alibaba and Tencent. TSMC forward consensus PE...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 26 July 2020
Global Themes / Global

Food delivery platforms and the tech revolution in emerging markets

Technological innovators are disrupting business, enabled by the increasing prevalence and power of smartphones. In this in-depth report, part of our new series on technological disruption in emerging markets, we examine one such industry – digital f...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 July 2020