Nirgunan Tiruchelvam, Tellimer

Nirgunan Tiruchelvam, Tellimer

2507-TAU-215

25 July 2022
Money in the Market: What does an inverted yield curve mean for commodities?
Since 1970, every inversion of the yield curve has been followed by a US recession within 12-14 months. But this time, Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer says an inverted yield curve may not herald a recession but rather a commodity super cycle. Rachel Kelly finds out more.

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20 June 2022
Money and Me: Good news from the inverted yield curve?
On June 13th interest rates flipped on U.S. Treasuries, with short-term bonds paying more than long-term bonds. What does history say about the unusual occurrence? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer makes the bullish case for commodities in conversation with Michelle Martin.

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24 May 2022
Influence: Should you buy GRAB and hold SEA?
In light of the tech collapse, where are SEA emerging market tech names SEA and GRAB going? Are the companies in terminal decline or will they stabilize?  Michelle Martin finds out with Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.

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11 April 2022
Influence: Is GoTo’s IPO overvalued amid a plateauing tech landscape?
GoTo has announced plans for a US$1.26bn IPO on the Indonesia Stock Exchange, valuing the company at US$26-29bn, but Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer says it could be overvalued given the tepid tech landscape for 2022. Find out why with Michelle Martin.

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4 March 2022
Influence: Which stocks could surge?
Nirgunan Tiruchelvam, Head of Consumers Equity Research, Tellimer Research shares with Michelle Martin his takes on winners in the commodities market, and who stands to gain from rising prices amid the Ukraine conflict.

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24 January 2022
Influence: The Nasdaq just had its worst week since 2020. What’s next?
On Friday, the Nasdaq Composite index declined 2.7%, sending tech stocks into correction territory and seeing their worst week since 2020. Where can the Nasdaq go after this? Michelle Martin gets some answers from Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer.

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19 January 2022
SPAC Special: Analysing upcoming SPACs set to list in Singapore
Vertex Technology Acquisition Corp, Novo Tellus Alpha Acquisition and Pegasus Asia are all slated to list on the Singapore Stock Exchange in the next few weeks, with VTAC set to trade tomorrow.
The upcoming SPAC listings mark a much-needed revival for the SGX, which has long struggled to compete with the U.S. and Hong Kong for heavyweight tech IPOs.
Prime Time's Rachel Kelly and Melissa Hyak spoke to Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research to take a closer look at the upcoming offerings.

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21 December 2021
Lessons from 2021 And What To Look Out for in the Year Ahead
The year that was saw markets in Singapore hold on to encouraging gains, though it markets weren't short of challenges from new COVID variants, inflation, and meme stock volatility, to name a few. Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research, joined us on Prime Time to talk about his biggest takeaway from the markets and what he's hopeful for in the year ahead.

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9 September 2021
Market View: Discussing SPH's Upcoming EGM and SPACs in Singapore
It's been a memorable last couple of days for Singapore markets, with many anticipating the upcoming EGM by Singapore Press Holdings, where shareholders of this station's parent set to vote on whether or not to spin off the media arm into a company by limited guarantee. In addition, many are still taking stock of the SGX becoming the first major exchange in the Asia-Pacific to open the door to SPAC listings. Nirgunan Tiruchelvam, Tellimer's Head of Consumer Equity Research, joined us on Prime Time to discuss.

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12 August 2021
What's the latest on Grab going public in the US?
Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer speaks to Prime Time hosts Timothy Go and Rachel Kelly to discuss the US$40 billion Grab and Altimeter Capital Management deal, as well as some possible challenges for Grab in the year ahead.

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3 June 2021
Companies To Watch: Zoom
Zoom generated a quarterly revenue of $956 million, above the $910 million Bloomberg consensus, and up a healthy 191% from the prior year. But, with the pandemic easing in some countries due to vaccine rollouts, can the company continue to see strong results? Nirgunan Tiruchelvam, Head of Consumer Equity Research, Tellimer Research gives his analysis.

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12 May 2021
Money and Me: Should we be looking away from disruptive stocks towards a reflationary trade?
Michelle Martin and Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer and author of the book, Investing in the COVID era discuss the outlook on Zoom, Uber as a disruptive stock, Beyond Meat's valuation, Comfort Delgro, Singapore Airlines' outlook and restaurant stocks.

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6 April 2021
Market View: Consumer Power and Social Media Backlash Against Foreign Retailers in China
Though socially conscious investors have heaped pressure on retailers regarding ethically sourced cotton and alleged human rights abuses in China's Xinjiang region, brands like H&M and Nike have begun to face boycotts in China from consumers accusing them of spreading lies regarding Xinjiang. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer, spoke to us on Prime Time about the difficult predicament facing retailers regarding ethical concerns, and how to approach the growing power of the Chinese consumer.

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26 March 2021 
New book unveils major post-Covid investable themes for the lay investor
How can you spot investment opportunities given the major investment turning points during the pandemic? From airline stocks, e-commerce platforms, silver, to rubber, Michelle Martin dives into the book “Investing in The Covid Era” with the book’s author Nirgunan Tiruchelvam.


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4 February 2021
Companies to Watch: iFast
Despite not gaining a digital banking licence, iFast's business units continued to register strong growth and higher profits throughout the Covid-19 pandemic. And this week iFast has been awarded a contract to digitise Hong Kong’s retirement funds system in a consortium with Hong Kong billionaire Richard Li's PCCW. Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research shares more about how this might contribute to iFast's projected earnings and delves into why retail investors have been favouring the stock.

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29 December 2020
Market View: Sectors to watch in 2021
Prime Time's Rachel Kelly speaks to Nirgunan Tiruchelvam, Head of Consumer Equity Research at Tellimer Research to find out his outlook for the year ahead and which sectors he will be keeping an eye on in 2021.

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17 December 2020
Companies to Watch: Medtecs International
Medtecs International, which manufactures personal protective equipment (PPE), had their revenue increase more than five-fold and its net profit for the period surged nearly 20-fold from US$426,000 to US$84.6 million, for the first 9 months of 2020. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research, Tellimer shares how it managed to optimise its output and how Medtecs might capitalise on policymakers' efforts to stockpile PPE to prepare for future pandemics.

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29 October 2020
Companies to watch: Nanofilm
Nanofilm Technologies, which specialises in advanced materials and nanoproducts, and is the spin-off company of Nanyang Technological University, is set to list on the SGX tomorrow. The listing is created a buzz as it's set to be the first tech unicorn on the local bourse. But, what are the expectations for the IPO? Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research at Tellimer gives his analysis and whether this could be a tipping point for more IPOs in the tech space in Singapore.

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20 October 2020
Market View: Why Tellimer Remains Skeptical Over Sea Ltd's Prospects
Are there cracks behind Sea Limited's remarkable rise that makes them one of the year's best performing stocks across the world? Tellimer's Head of Consumer Sector Equity Research Nirgunan Tiruchelvam joined us on Prime Time to lay out the questions and issues they have with regards to Sea Limited, and some of the challenges that may face the firm's e-commerce and gaming arms.

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3 September 2020
Are Diamonds on Discount?
The saying goes - diamonds are a girl's best friend… but could they also be an investor’s best friend? It was recently reported that De Beers, the world’s top diamond producer, has decided to cut the price of its gems in hopes of boosting sales. Nirgunan Tiruchelvam, Head of Consumer Sector Equity Research from Tellimer shares his forecast for diamond prices.

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15 June 2020
Market View: 15 June
In Market View, Rachel Kelly spoke to Nirgunan Tiruchelvam, head of consumer equity research at Tellimer.

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