Africa Chart Pack Looking beyond the politics Attention this month has focused on political stories in Kenya, South Africa, and Angola. We will continue to cover these issues in other publications. While economic data released over the past month... 24th October 2017 · 1 min read
Africa Economics Update South Africa: Markets mispricing interest rate moves Market expectations towards South African interest rates have shifted markedly in recent weeks. While a rate cut next month is no-longer likely, we think that the markets have moved too far, and are... 20th October 2017 · 1 min read
Africa Economics Focus Making sense of Africa’s statistical muddle Sceptics are right to question the reliability of official economic statistics in Africa, but the problems unevenly distributed across the region. For Africa’s larger economies, we think that the... 12th October 2017 · 1 min read
Africa Economic Outlook A multispeed recovery We expect that economic growth in Sub-Saharan Africa will continue to accelerate in 2018. This recovery will be driven largely by faster growth in the region’s three biggest economies – Nigeria, South... 10th October 2017 · 1 min read
Emerging Markets Economic Outlook Nearing the cyclical peak Economic growth looks set to strengthen in most EMs over the next year, but the cycle is now close to peaking in China and parts of Central and Eastern Europe. 5th October 2017 · 1 min read
Africa Economics Update African markets soften in September A combination of rising political risk and falling commodity prices caused key African markets to weaken over the past month. Only a few markets bucked the trend, and they gained very little ground. 28th September 2017 · 1 min read
Africa Chart Pack A Multispeed Recovery GDP figures released this month showed that the economic fortunes of Africa’s largest economies diverged in Q2. South Africa’s economy rebounded after a brief recession at the turn of the year. While... 27th September 2017 · 1 min read
Frontier Markets Wrap Oil price jump fails to lift markets in oil exporters The jump in oil prices, from $51pb at the start of September to around $59pb at the time of writing, should provide a fillip to the large frontier oil economies, such as Saudi Arabia, Nigeria and... 26th September 2017 · 1 min read
Emerging Europe Economics Update EM inflation picks up from eight-year low Aggregate EM inflation rebounded in August, having fallen to an eight-year low in July. But while we expect fuel and food inflation to edge up over the coming months, easing core price pressures... 25th September 2017 · 1 min read
Emerging Markets Trade Monitor EM export slowdown to be very gradual Having slowed in Q2, emerging market (EM) export growth ticked up a little at the start of Q3. However, this is likely to be temporary and EM export growth is set to soften over the remainder of the... 12th September 2017 · 1 min read
Africa Economics Update Kenya: Not out of the woods yet Most commentators hailed the Kenyan Supreme Court’s decision to annul the result of last month’s presidential election as a key win for the country’s democracy. This is, as yet, premature. The real... 12th September 2017 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Aug.) Net capital outflows from emerging markets slowed a bit in August, but the big picture is that they remained low by recent standards. Portfolio inflows weakened from the highs recorded earlier in Q3. 8th September 2017 · 1 min read
Africa Economics Update Q2 GDP: South Africa rebounds, Nigeria limps out of recession Africa’s two largest economies returned to growth in Q2. But while South African growth rebounded, things in Nigeria remained very weak, causing us to downgrade our 2017 growth forecast to 1.2%. 5th September 2017 · 1 min read
Africa Economics Update Nigeria & South Africa: Key economies bounced back in Q2 GDP figures due out Tuesday will probably show that the Nigerian & South African economies returned to growth in Q2. Indeed, we think that both countries will perform better than most expect this year... 4th September 2017 · 1 min read
Frontier Markets Wrap Politics centre stage In a quiet month for economic news across frontier markets, politics has provided a regular stream of headlines. Investors were buoyed by results from Argentina’s primary elections which showed that... 31st August 2017 · 1 min read
Africa Economics Update African markets continue to pick up August was another strong month for African markets as key equity indices gained. Fears that politics would knock markets off course proved ill-founded. 30th August 2017 · 1 min read
