Cote d`Ivoire
Economy
Buoyed by a cocktail of positive factors including high oil prices, improved perceptions of regional political risk and a rise in broad global risk sentiment, African eurobonds have...
2011-04-05Economy
BMI View: The latest update of our Sub-Saharan Africa Sovereign Risk Ratings has seen some notable moves, both to the upside and the downside. We continue to regard Gabon as the most...
2011-03-30Economy
Geopolitical events have seen a rise in risk aversion and caused some volatility in global markets since our last asset allocation strategy update - a spike higher in oil prices being...
2011-03-03Economy
BMI View: The ongoing unrest in Libya has two key implications for Sub-Saharan Africa: short-term risk aversion and rising risks to growth potential if oil prices spike higher.
2011-02-23Economy
While the political crisis in Côte d'Ivoire is having some effect on local equity and fixed income markets, it is not yet the most important driver. This is particularly so in the...
2011-02-09Economy
There has been some notable volatility in Sub-Saharan African (SSA) financial markets since our last monthly market strategy update (see 'SSA Market Strategy For 2011: Equities Over...
2011-02-04Economy
BMI View: The Sub-Saharan Africa region is poised for strong growth in 2011, with our regional forecast standing at 5.2%. We foresee the following key trends: robust economic performance...
2011-01-27Economy
We present here our asset class strategy for Sub-Saharan Africa in 2011. Broadly speaking, we favour equities over fixed income. As always, though, the picture varies from country to...
2011-01-07Economy
Over the course of 2010, our three best market calls for Sub-Saharan Africa (SSA) were: bullish Kenyan equities, bullish South African rand, and bearish Nigerian local debt. Calls that...
2010-12-21Economy
We present here 11 themes that we believe will dominate Sub-Saharan African markets in 2011. Of the 11, the most salient are: the return of political risk; high commodity prices; and...
2010-12-17



