Africa Economics Update

Trump and Africa: the story so far

The direct trade impact of US import tariffs on Africa is likely to be limited, but there could be more harmful indirect effects via weaker growth in other key trading partners, lower commodity prices...

10th April 2025 · 6 mins read

Africa Economic Outlook

Africa Economic Outlook: Stronger growth but debt concerns to persist

Economies across Sub-Saharan Africa are amongst the least affected EMs by the protectionist shift that the US is embracing. And growth in the region is set for a modest pick-up on the back of lower...

28th March 2025 · 19 mins read

Africa Chart Pack

Africa Chart Pack (Feb. 2025)

Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some...

13th February 2025 · 0 mins read

Africa Economics Weekly

Africa Weekly: SA SONA: Growth, fiscal discipline and Trump

President Ramaphosa used his State of the Nation Address (SONA) to recommit to fiscal discipline and investment-led growth, but the government will struggle to balance the two objectives. And we doubt...

7th February 2025 · 5 mins read

Africa Economics Update

Mozambique’s sovereign debt outlook is perilous

Mozambique’s post-election woes are mounting after another reported delay to one of its key natural gas projects. And this has led to increasing talk that the government may seek to restructure its...

6th February 2025 · 4 mins read

Africa Economics Weekly

Africa Weekly: SA’s SOE “tough love”, Nigeria fuel imports, USAID

South African SOEs have had a hard week, with demands for a bailout of Transnet being rebuffed and Eskom getting a smaller electricity price hike than it asked for. But perhaps the more important...

31st January 2025 · 5 mins read

Africa Chart Pack

Africa Chart Pack (Jan. 2025)

Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some...

30th January 2025 · 0 mins read

Africa Economics Weekly

Africa Weekly: Nigeria oil and BRICS, Mozambique LNG delay

Nigeria recently became the BRICS group's latest "partner" member, adding to the evidence that the government is trying to straddle the geopolitical divide between US- and China-led blocs. But that...

24th January 2025 · 6 mins read

Africa Economics Weekly

Mozambique unrest, China courting Africa

Mozambique’s political unrest looks set to continue following opposition leader Venâncio Mondlane's return and his claim that he is the country’s rightful president. Eyes will next turn to ruling...

10th January 2025 · 7 mins read

Africa Economic Outlook

A brighter outlook but a fiscal shadow

Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa next year. A shift towards trade protectionism in the US will hurt certain sectors in certain...

17th December 2024 · 19 mins read

Africa Chart Pack

Africa Chart Pack (Oct. 2024)

Disinflation and looser monetary policy are setting the scene for stronger growth across Sub-Saharan Africa, and we expect growth to pick up in the coming quarters. But there are several headwinds...

31st October 2024 · 0 mins read

Africa Economics Update

Mozambique’s instability heightens default risks

The outbreak of unrest in Mozambique after contested elections is unlikely to have a large impact on growth in the near term. But any attempts by the government to loosen fiscal policy to appease...

30th October 2024 · 3 mins read

Africa Economics Weekly

Mozambique’s election, SA surveys, Ghana debt deal

Mozambicans head to the polls on Wednesday with the ruling Fremilo party widely expected to hold on to power. The elections come amid growing signals that key gas projects, which are vital to the...

4th October 2024 · 5 mins read

Africa Chart Pack

Africa Chart Pack (Sep. 2024)

Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa from early next year. But the external environment will provide mixed fortunes, as falling...

27th September 2024 · 0 mins read

Africa Economic Outlook

Recovery to be held back by fiscal constraint

A combination of falling inflation and looser monetary policy should help growth to accelerate across Sub-Saharan Africa from early next year. But tight fiscal policy will constrain the recovery and...

25th September 2024 · 19 mins read