Country Risk Articles

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Security Situation Will Remain Tense

Kenya's anti-terrorism efforts remain weak and poorly coordinated, and we doubt that the country's security services would be capable of preventing another spectacular attack by al-Shabaab, which...

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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...

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Which Currencies Are Most Vulnerable?

One of our clients, a pan-African investment bank, recently asked us which African currencies are most vulnerable at the moment. We judged the vulnerability using three-month forecasts against the US...

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Westgate Attack: Key Implications

The ability of al-Shabaab to launch a complex and large-scale attack against a shopping centre in Nairobi indicates that military defeats in Somali have led the group to focus on civilian targets...

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The Global Impact Of US Syria Strike

US airstrikes against Syria would have consequences beyond the Middle East. Despite their opposition, Russia and China may see some unexpected benefits, while North Korea will be nervous.

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