Yields on Paraguayan sovereign debt have spiked in the last two weeks, but we believe the country's external debt position will remain sustainable over the medium term. Paraguay will continue to...
Although the South African Reserve Bank is emphasising the upside risks to inflation stemming from potential rand depreciation, we maintain our forecast that the repo rate will stay on hold at...
We believe that an 18-month rally for the Nigeria All Share index is coming to an end as headwinds for the bank sector and lofty valuations for non-bank stocks are likely to preclude significant...
Having rallied strongly through the first half of the year - touching new highs at 1,800 in late May - the Uganda's All Share index has lost some steam in recent months. Rising inflation, an uptick...
Venezuela's fixed income markets have reflected the recent uptick in political risk and ongoing economic challenges in the country, with yields and CDS spreads spiking sharply higher. We believe...
A comparison of our proprietary sovereign risk ratings with yields currently offered by Sub-Saharan African eurobonds leads us to believe that several instruments are significantly mispriced. For...
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