Analysis and market intelligence on fixed income, forex and equities in Asia, EMEA and Latin America

Analysis On Fixed Income, Fx & Equity Markets

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Mozambique

As global prices for food and energy continue to weaken, we expect domestic price pressures to ease accordingly, back to single digits by end-09. Successful structural improvements... 2008-12-03


Morocco

The Morocco All-Share Index (MASI) continues to look weak on a technical basis, with further downside likely. There is some support around 10,500, but with the index already down... 2008-12-03


Kenya

The Central Bank of Kenya (CBK)'s surprise 50 basis points (bps) interest rate cut to 8.50% on December 1 is likely to make investors nervous at a time of heightened uncertainty,... 2008-12-02


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Ghana

Our call for resumed weakening of the Ghanaian cedi is playing out, and further significant losses lie ahead. The currency traded at GHS1.2110/US$ at one point on December 1. We are... 2008-12-01


Israel

The euro bounce against the dollar could have somewhat further to run, implying further shekel strength, but going forward, we expect the global deleveraging process to continue,... 2008-11-26


South Africa

South African consumer price growth, at 12.4% y-o-y in October, has come in slightly below our - and consensus - expectations. Although not a major shock, we believe that the downward... 2008-11-26


Kenya

The Kenyan shilling is currently trading sideways, broadly, but we believe it will soon make a decisive move - most likely weakening further. The currency traded at KES78.57/US$ at... 2008-11-25


Oman

We don't expect to alter our medium-term bearish stance to GCC equity markets until (a) global markets pick up, and (b) oil prices start to move higher. On the first point, the global... 2008-11-20