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Bangladesh Strategy 2021: Return to high growth

IDLC Securities S. M. Galibur Rahman @ IDLC Securities
S. M. Galibur Rahman @
IDLC Securities
1 January 2021

Biden's clean energy plan is easier said than done – here's why

Vahaj Ahmed 12 November 2020

Silver Alert: Reassessing the price potential

Boris Krasnozhenov 2 October 2020

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Lam Nguyen 7 September 2020

Gold and Silver Bulls should raid Asian jewellery shops — 10 stocks to watch

Nirgunan Tiruchelvam 2 September 2020
Latest articles in Materials

UAE aluminium exempted from US import tariff as Trump leaves office

In his final hours at the White House, outgoing US President Donald Trump exempted the United Arab Emirates (UAE) from 10% tariffs on aluminium imports. Two weeks ago, EGA successfully ramped-up production at its new US$3.3bn alumina refinery to its...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 21 January 2021
UAE aluminium exempted from US import tariff as Trump leaves office
UAE aluminium exempted from US import tariff as Trump leaves office

Bangladesh Strategy 2021: Return to high growth

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...
IDLC Securities S. M. Galibur Rahman
S. M. Galibur Rahman @ IDLC Securities 1 January 2021
Bangladesh Strategy 2021: Return to high growth
Bangladesh Strategy 2021: Return to high growth

Sri Lanka 2021 equity strategy: Zero in on the recovery

We forecast ASPI to reach 7,400-7,600 in 2021, with local investors continuing to carry the mantle. Emerging markets may be ready for prime time in 2021; Sri Lanka will see latent flows compared with peers due to risks. Sector Pick: We see the strong...
Asia Securities Kavinda Perera
Kavinda Perera @ Asia Securities 16 December 2020
Sri Lanka 2021 equity strategy: Zero in on the recovery
Sri Lanka 2021 equity strategy: Zero in on the recovery

Aluminium Bahrain: Q3 2020 update – near-term positive as aluminium prices rise

We update our estimates for Aluminium Bahrain (Alba) post a Q3 20 net loss of BHD11.6mn, weaker than our net profit estimate of BHD4.6mn–see preview note. The stock trades at 8.3x 2020f EV/EBITDA (versus peers at 7.7x), and offers a 2020f and 2021f f...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 18 November 2020

Turkey Strategy: It’s all about monetary policy once again

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...
ATA Invest Cemal Demirtas
Cemal Demirtas @ ATA Invest 12 November 2020

Biden's clean energy plan is easier said than done – here's why

The 15-year target also sounds ambitious when compared with the 20-year plans announced by Austria and Sweden which are much smaller in size and way ahead in the renewable energy race. Biden in the driving seat is positive for more than just solar PV...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 12 November 2020
Biden's clean energy plan is easier said than done – here's why
Biden's clean energy plan is easier said than done – here's why