Tanzania Key Analysis

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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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Monthly Metals Strategy

We have turned short-term neutral from bearish towards industrial metals as there is potential for a modest relief rally in Q313. Price sentiment has declined to bearish extremes in recent months....

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Challenges Ahead As LNG Plans Advance

Continued exploration success is paving the way for Tanzanian LNG to enter the market from 2021/22 according to our current forecast. While we see Tanzania trailing Mozambique, where we expect first...

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Views Update: Turning Bearish Rice

We have initiated a bearish view on front-month rough rice in our commodities strategy table, as prices are approaching resistance and we expect them to head significantly lower in the...

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