Ghana
Finance
Given the current correction in global equities and oil prices and uptick in risk aversion, we are exiting our long Lagos All-Share Index and SEMDEX trades in our mock portfolio....
2009-06-23Economy
In light of the global equity rally, we here examine the extent to which the global bullish trend is reflected in sub-Saharan Africa equity markets. We note that more integrated economies,...
2009-05-07Economy
BMI View: Ghana's US$ 2017 sovereign bond presents one of the best opportunities for foreign investors to gain exposure to the forthcoming improvement in the country's macroeconomic...
2009-04-30Economy
BMI View: We remain medium-term bearish on sub-Saharan African FX, but the short-term outlook is mixed. Here, we present our views on Uganda, Kenya, Tanzania, Angola and Ghana.
2009-04-28Finance
Barring a significant resurgence in international risk aversion and a renewed drop in oil prices, we believe Ghana and Gabon's US$2017 global bonds are likely to see further yield...
2009-04-16Economy
BMI View: Our outlook on sub-Saharan African FX is mixed for the short term, depending on the country-specific dynamics. Here, we present our views on Kenya, Tanzania, Mauritius,...
2009-03-31Economy
BMI View: We remain medium-term bearish on sub-Saharan African currencies, expecting poor commodity earnings and subdued investment inflows to weigh on FX. Here, we outline our views...
2009-03-04Economy
BMI View: While we see scope for inflation to continue ticking up over the short term, we believe 18.50% represents the top of the current interest rate cycle. We have revised our...
2009-02-25




