Tanzania Views

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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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BlackBerry Crumbles And Goes Private

BlackBerry has agreed to be acquired by one of its largest individual shareholders in a deal that values the business at just US$4.7bn. Canadian insurance company Fairfax Financial Holdings Ltd -...

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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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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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