We publish a range of reports designed to directly address the information needs of professional investors and senior business decision makers engaged in Africa expansion. These reports span up-to-the-minute alerts and weekly newsletters on the continent to country-specific quarterly reports.
SA Weekly Economic Report: Key developments for the week ended November 9
The JSE All Share Index whipsawed this week, in line with the ebb and flow in risk sentiment. Banks, such as Capitec and Standard Bank, and consumer shares, such as Shoprite and Mr Price did very well...
SA Daily Economic Report: Morning Market Update
Manufacturing output flat in September Mining production contracts notably in Q3 FOMC poised to hike rates in December ZAR stymied by disappointing data releases
Weekly Africa Political Risk Report: Overview of the past week’s political developments
Egypt: From our latest Quarterly Update (Nov 5). Gabon: Ping calls for rallies as Bongo's condition remains uncertain (Nov 5). Libya: Elections set for December likely to be delayed (Nov 8...
Fixed Income Daily: Bond market and currency metrics for African capital markets
Uganda – While annual consumer price inflation remains comfortably below the BoU medium-term target, inflationary risks (unexpectedly) prompted the BoU to tighten monetary policy in early October. Tig...
Weekly Africa Insight: Overview of the past week’s political and macroeconomic developments
Ethiopia: Price inflation eases further in October (Nov 7). Gabon: Ping calls for rallies as Bongo's condition remains uncertain (Nov 5). Ghana: Banking sector not out of the woods yet (No...
Daily Africa Insight: An overview of today’s key events and developments
Libya: Elections set for December likely to be delayed. Mauritius: Inflation increases further in October. South Africa: Manufacturing production improved notably in Q3. South Africa: ...
Talking Point: South Africa - Manufacturing sector improved notably in Q3
Manufacturing production volumes increased by a mere 0.1% y-o-y in September, following a revised increase of 1.5% y-o-y (previously 1.3% y-o-y) in the previous month, according to StatsSA’s latest m...
Talking Point: South Africa - Mining production contracted notably in Q3
The volume of mining production increased by 1.2% m-o-m on a seasonally adjusted basis in September 2018 following a revised increase of 1.0% m-o-m in August (previously -1.2% m-o-m), according to Sta...
Talking Point: Libya - Elections set for December likely to be delayed
Reuters reported on Wednesday, November 7, that “the United Nations and Western powers have given up hope that Libya will hold elections in the immediate future,” citing senior diplomats as its source...
Talking Point: Mauritius - Inflation increases further in October
According to the most recently released figures from Statistics Mauritius, consumer price index (CPI) inflation rose further in October. More specifically, the CPI rose by 2.8% y-o-y in October, compa...
SA Daily Economic Report: Morning Market Update
Gross reserves tick lower in October US consumer credit growth slows ZAR strengthens through the R14/$ level Local bourse jumps higher
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#Egypt inflation increases again in October, reaching 17.7%, while the CBE keeps interest rates on hold at the latest meeting. Further upside risks to inflation stem from energy price increases as the authorities push through with fiscal reforms.
OpEd: Fleeting moment of unity for DRC’s opposition cnbcafrica.com/news/special-r… via @cnbcafrica
Elize Kruger, senior economist at NKC African Economics, argued that an improved CPI outlook would provide room for the South African Reserve Bank to maintain interest rates at its current level. businesslive.co.za/bt/business-an… via @BusinessLiveSA
#Ghana’s 2019 budget projects the deficit will widen to 4.2% of GDP. While not immediately raising alarm in terms of debt sustainability, the budget is on the optimistic side and leaves the country more exposed to a revenue-side shock.
#SouthAfrica A notably improved CPI outlook for 2019, driven by significant fuel price declines expected in December, should provide the Sarb with some room to maintain the repo rate at the current level.
In #SouthAfrica a Joint Constitutional Review Committee has voted to amend the constitution so that land can be expropriated without compensation. Constitutional change to facilitate an overtly party-political agenda is dangerous.
Consumer price inflation eases across the board in most major #EastAfrica economies in October. Price pressure expected to build in coming months, and the monetary policy loosening cycle across most of the region has come to an end. #Rwanda #Ethiopia #Tanzania #Kenya #Uganda
In the Media
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Download a free sample report, highlighting our economic analysis, as well as incorporating our political assessment for Nigeria in 2018.
A detailed scenario analysis of different policy actions the Central Bank of Nigeria could take in response to the foreign exchange liquidity squeeze in 2016, the effects on foreign reserves to be expected under each, and the resulting consequences for firms needing to repatriate profits.
A report on logistics in Djibouti covering infrastructure, human resources, electricity and the financial sector, and which included macroeconomic overviews of the neighbouring countries for which Djibouti serves as a transport hub. For an Emirati harbour logistics firm.