Cote d`Ivoire

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... 2012-01-04

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

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... 2011-11-22

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... 2011-11-01

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... 2011-09-06

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... 2011-08-18

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... 2011-08-03

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

BMI View: Equities remain our favoured asset class, although selectivity between the markets is key. We favour Nigerian, Ghanaian and Zambian stocks.

BMI View: Sub-Saharan Africa faces a difficult period over the coming months, with high inflation and elevated borrowing costs likely to pose challenges to policymakers. Nevertheless,... 2011-05-17