Ghana Country Risk Views

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Desperate Times, Desperate Measures

The 200bps rate hike and new rules for foreign exchange will have a negative impact on real GDP growth in Ghana. We are unconvinced that the moves will arrest the decline of the cedi, but we do...

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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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West Africa: 2014 Growth Snapshot

BMI forecasts that West Africa will outperform the rest of Sub-Saharan Africa in terms of real GDP growth in 2014. This will be driven by buoyant economic activity in heavyweights Côte d'Ivoire...

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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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