Zambia

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 remains bullish towards Sub-Saharan African equities over the long term, believing that strong macroeconomic growth, improved liquidity and increased foreign investor interest... 2011-06-15

Our view of the Zambian economy has remained largely unchanged since our last currency forecast update. Large investments into copper mining bode well for productive capacity, and our... 2011-06-08

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

BMI View: Several Sub-Saharan African currencies are under pressure, due to US dollar strength as well as various country-specific factors. Nevertheless, we expect the Nigerian naira... 2011-05-19

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

BMI View: Equities remain our favoured asset class, although selectivity between the markets is key. Several new Eurobonds are in the pipeline: we favour the offering from Zambia.

BMI View: An uptick in global risk aversion saw South African and Mauritian equity indices sell off slightly on April 19. However, we reiterate our bullish outlook on our regional... 2011-04-19

BMI View: Recent developments have only served to reinforce our core view favouring equities over fixed income. However, we are becoming more positive towards currencies in light... 2011-04-08