Cote d`Ivoire
Economy
As we move into 2012, our asset class strategy for Sub-Saharan Africa remains broadly unchanged from December 2011. We see East African local debt as offering the most compelling investment...
2012-01-04Economy
As we head towards the end of 2011, we retain our tactical preference for East African FX and select local debt markets in Sub-Saharan Africa. Meanwhile, we see little to like in the...
2011-12-08Economy
The government's November 21 announcement that it would not make any significant repayment of arrears in 2012 caused the yield on the US$2032 eurobond to rise to 13.7% on November 22...
2011-11-22Economy
BMI View: We highlight Kenyan stocks and the Kenyan shilling as markets which look promising. Caution is warranted on Zambian stocks and the Ghanaian cedi. We continue to view local...
2011-11-01Economy
As we head into the final months of the year, we see little to like in Sub-Saharan African (SSA) financial markets. The external environment is increasingly inhospitable with the US...
2011-09-06Economy
BMI View: In a worst-case scenario for the US and eurozone economies, we would expect Angola, Botswana, Cameroon, Gabon and South Africa to suffer the most. Yet, we believe that...
2011-08-18Economy
BMI View: We are constructive towards select Sub-Saharan African FX - the South African rand, Zambian kwacha and Ghanaian cedi - given the bearish outlook for the US dollar and country-specific...
2011-08-03Economy
BMI View: There is not much to like in Sub-Saharan African financial markets at the moment. Although we see upside for East African FX and select equity markets over the near term,...
2011-07-05
