Africa Chart Pack Major economies rebound, policy easing gains pace The latest data support our view that the recoveries in Sub-Saharan Africa’s big three economies will be stronger than most expect. Activity data in Nigeria, South Africa, and Angola all suggest that... 27th July 2017 · 1 min read
Africa Economics Update Africa: Monetary policy easing cycle is getting into gear Policymakers across Africa are set to loosen monetary policy sooner and more dramatically than most think. We expect cuts in South Africa, Nigeria, Angola, Kenya, & elsewhere over the coming months. 19th July 2017 · 1 min read
Africa Economic Outlook Recovery in top economies will drive African rebound We expect that growth in Sub-Saharan Africa will accelerate over the coming years as the three largest economies in the region – South Africa, Nigeria and Angola – recover from recent recessions... 7th July 2017 · 1 min read
Africa Chart Pack Africa: Key economies pick up in Q2 After a very poor start to the year, most of Africa’s larger economies bounced back at the start of Q2. South African activity data suggest that the region’s most industrialised economy returned to... 23rd June 2017 · 1 min read
Africa Chart Pack Africa: Zuma, health concerns put politics centre stage Events over the past month have raised questions about the positions of the presidents of Sub-Saharan Africa’s three largest economies. Nigeria’s President Muhammadu Buhari missed a key speech... 30th May 2017 · 1 min read
Africa Economics Update Nigeria & Angola: Light at the end of the tunnel After a year of contraction, the economies of Nigeria and Angola are finally recovering. Growth will stay weak by recent standards, but will probably outpace overly-bearish consensus expectations. 3rd May 2017 · 1 min read
Africa Economics Update Angola: New GDP figures raise fresh debt worries Revised official GDP figures show that Angola’s economic slump is even worse than we’d thought. The revisions add to our concerns about the sustainability of the country’s large debt burden. Angola’s... 16th February 2017 · 2 mins read
Africa Chart Pack Africa: latest data confirm very weak growth in late 2016 Data published over the past month provided further evidence that economic growth in the region was very sluggish towards the end of last year. Q3 GDP figures did, admittedly, show that growth picked... 26th January 2017 · 1 min read
Africa Chart Pack Africa: Disappointing end to a painful year The latest figures from across Africa suggest that most economies in the region continued to perform poorly at the end of 2016. Activity data from South Africa suggest that the region’s most... 15th December 2016 · 1 min read
OPEC Watch Angola, Libya and Nigeria push OPEC’s output higher Further increases in output from Libya and Nigeria will make it more difficult for OPEC to reach their output quota of 32.5m bpd. 14th December 2016 · 1 min read
Africa Economic Outlook Tepid recovery as “Big Three” continue to struggle We expect that economic growth in Africa will pick up a bit in 2017 after a disastrous result in 2016. But the region’s recovery will be very weak, largely because of the poor performance of Nigeria... 7th December 2016 · 1 min read
Africa Chart Pack Africa: Recovery yet to gain traction While we still expect that most African economies will pick up steam in 2017, the latest figures suggest that the region’s economic downturn has still yet to bottom out. Major economies across Africa... 29th November 2016 · 1 min read
Africa Economics Focus African Debt: Troubles contained in a few countries Mozambique’s worsening debt scandal has prompted fears of a string of debt crises across Africa. We believe, however, that the worst debt problems will be centred in Angola. Ghana and Zambia also look... 15th November 2016 · 1 min read
Africa Economics Update Angola: Gradual recovery after a painful adjustment Economic growth in Angola is grinding to a halt as the economy adjusts to lower oil prices. Growth will recover in 2017 and 2018, but more gradually than most expect. 9th August 2016 · 1 min read
Africa Economics Update African currencies: Key calls for 2016 In this Watch we outline our key views on African currencies in 2016. First, we expect that both the Angolan kwanza and Nigerian naira will be devalued. Second, we expect that the rand will weaken... 13th January 2016 · 1 min read
Africa Economics Update African markets shrug off weak economic news South Africa’s rand rallied over the past month, despite a string of weak economic data suggesting that growth is slowing and inflation is picking up. Nigeria’s naira held steady, but yields on the... 22nd May 2015 · 1 min read
