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We cover stocks and economies in 11 countries in MENA as well as leading frontier markets such as Pakistan and Vietnam. We firmly believe in an on-the-ground analyst presence, which we believe differentiates ourselves from our peers
RESEARCH LIBRARY – RESEARCH ON ONE PAGE
All our research can be found in the Research Library and the "My EFG" page saves all your downloads and search history for ease of access
A Year of Change
21st of September - 1st of October 2020
OUR RESEARCH... YOUR WAY!
Equity the beneficiary as KCB chases yet more underproductive assets
Ronak Gadhia, CFA
Sri Lanka Financials
3Q20 results: Weaker spreads & higher provisions dent earnings
Tough year, but valuation now looks attractive
MENA Markets Weekly Stats – 26 November 2020
Mohamed El Kholy
Suspension of coverage
Elena Sanchez-Cabezudo, CFA
On the recovery trail
Out of favour for too long; upside risks are aplenty
Tanzania Portland Cement Co
Our top cement pick in SSA
Moses Njuguna, CFA
BMCE BOA 9M20 results – Reported earnings down 58% Y-o-Y, -16% Y-o-Y excluding donations
Nigeria - Economy officially in recession as 3Q GDP shrinks by 3.6%
BRAC Bank (BRAC BD; Buy) – Policy win for MFS players
FBN Holdings PLC 9M20 earnings review: on the right track but we were hoping for better
United Bank for Africa 9M20 earnings review: earnings beat but investment outlook outweighed by capital concerns and poor profit drivers
Zenith Bank PC 9M20 earnings review: upside risks in the short term but we remain cautious in the medium term
Access Bank 9M20 earnings review: Huge, but poor earnings-quality beat; we remain cautious
Attijariwafa seeks shareholders’ approval of previously proposed FY19 dividend, after green light from central bank
14 September 2020
Dubai Property Chartbook – September Issue
/ Shaza Shaker
10 September 2020
MENA Chemical Monthly – September Issue
/ Salma El-Feqy
02 September 2020
Still bullish, add MLCF: rates are low, and energy reforms underway
Jawad Shamim, CFA
/ Haris Imtiaz /
12 July 2020
MENA Banks 2Q20 preview
Elena Sanchez-Cabezudo, CFA
THE CHALLENGE OF THE RESEARCH RESPONSIBILITY
We are pleased to announce the launch of our new Research portal. In addition to the new design and layout, functionality has been greatly enhanced to ensure smoother and user-friendly browsing experience that allows you to navigate our award-winning Research reports via an optimised navigation structure.
Leading Research Capabilities
Our research effort brings together the perspectives of a diverse range of expert analysts—from fundamental and quantitative to economic and strategy. Their common focus is identifying opportunities and delivering better investment solutions and results for our clients.
Our analysts have in-depth sector experience, thanks to a wealth of corporate and industry-specific experience. We believe this enables our analysts to offer our clients ‘real views’ on the industry and gives our clients value-added investment ideas and research.
Our quantitative models are highly sophisticated, and while they are exceptionally in-depth, we have made them concise and easy to understand for our clients. We believe our quantitative models are one of the main reasons we consistently outperform, in terms of client expectations.
Our award-winning macroeconomics team will bring you the latest economic news from around the region and highlight the impact from regional, sectoral, and company perspectives. The team focuses on adding fresh insights, complemented by our on-the-ground presence.
MENA & Frontier Strategies
Our strategy team is focused on a top-down view of MENA and Frontier strategies, targeting investment ideas and trades that we believe will help our clients outperform. Our MENA top 20 list has consistently outperformed the market since inception.
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