Africa Key Analysis

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Defeat Of The M23: First Thoughts

The crushing defeat inflicted by UN-backed Congolese troops on the M23 rebels offers hope that Kinshasa may succeed in imposing government control over the chaotic province of North Kivu. It remains...

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Headwinds Growing For Economy

We are below-consensus, forecasting that South Africa's economy will growth by just 2.5% in 2014 (versus Bloomberg consensus of 3.0%). Our view is predicated on several concerning factors including...

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Renewable Energy Prospects On The Up

The commissioning of a 120MW wind power plant in Ethiopia is extremely positive news for the country and its renewable energy prospects. We believe Ethiopia stands in good stead as it strives to...

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Monthly Metals Strategy

We remain bearish on key metals such as copper, iron ore and steel over the medium term, and our forecasts are generally below Bloomberg consensus. We expect the recent stabilisation in the Chinese...

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Shale Gas A Long-Term Hope

Shale gas regulations would provide clarity for investors seeking to tap South Africa's shale gas potential. However, we note the investment certainty this provides could be undermined by an...

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