Africa Key Analysis

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Elections Offer Upside To Oil Exports

The outcome of Libyan parliamentary elections set to take place in June 25 is uncertain and volatility in oil production will continue. That said, if Haftar won a legitimate majority and secured...

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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Global Renewables 'Brightspots'

UK offshore wind, Japan solar PV, Turkey onshore wind, Chile solar PV and South Africa solar PV, CSP and onshore wind are all 'brightspots' in the global renewables market. Companies with exposure to...

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MFS Growth Trend Gaining Steam

There is massive growth potential for mobile financial services (MFS) across the developing and developed world, facilitated by the near ubiquitous penetration of mobile handsets. While these...

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Banking Sector: Slow Turnaround Ahead

The modest improvements in Egypt's economic and political situation will provide relief to the country's banking sector. The injection of USD16bn in Gulf aid over the past year has served to...

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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,...

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