Cote d`Ivoire
Economy
African currencies have been relatively stable by historical standards over the first months of 2013, although in many countries risks remain weighted to the downside. Meanwhile, the...
2013-05-01Finance
We have added a bullish view on Kenyan banks to our regional asset class strategy table. It sits alongside a broader bullish view on Kenyan equities Despite a retracement in recent...
2013-04-24Economy
The long-running rally on Sub-Saharan African (SSA) eurobonds is coming to an end, and BMI does not believe that yields, which are at historical lows, will continue to fall. This view...
2013-04-17Economy
Sub-Saharan Arican eurobond yields have come down so far amid the global hunt for yield that the room for further declines is minimal, and we expect the instruments' rallies to ease...
2013-01-23Finance
BMI View: In the Sub-Saharan African FX sphere, we favour the South African rand over the short term. The currency looks promising from a technical perspective, and foreign investor...
2012-08-14Economy
BMI View: We continue to favour Kenyan and Nigerian equities as well as Nigerian and Ugandan local debt, within Sub-Saharan African financial markets. Meanwhile, we retain a negative...
2012-07-31Economy
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...
2011-12-08
