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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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SABMiller Continues African Expansion

SABMiller will invest US$110mn into Nigeria, continuing its expansion into the African beer market. Nigeria offers fantastic potential, but competition from multinational breweries within the market...

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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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