Country Risk Articles

Pages

Regional Eurobond Yields To Rise

Although Sub-Saharan African yields have broadly been on the decline during the first half of 2014, we remain of the view that the asset class offers little value. We expect yields across the board...

Read article ›
African Lions: Is Ghana A Bellwether?

Ghana's current economic malaise could be replicated in other 'African Lions' over the coming months and years. We will be watching out for a number of red flags for growth: surging imports,...

Read article ›
Will Ghana Seek External Assistance?

Macroeconomic stability is under threat in Ghana, due to the twin deficits on the fiscal account and current account. The government will seek some form of external assistance, the most likely option...

Read article ›
Desperate Times, Desperate Measures

The 200bps rate hike and new rules for foreign exchange will have a negative impact on real GDP growth in Ghana. We are unconvinced that the moves will arrest the decline of the cedi, but we do...

Read article ›
Regional Equity Strategy

A number of African equity markets are poised for further losses as US tapering causes money to be pulled out - the Johannesburg All-Share Index looks weak, especially technically. We are removing...

Read article ›

Pages

Filter results

By Geography

By Sector

By Information Type