Ghana
Economy
While we are mindful of the risks to the global economic recovery and investor appetite stemming from the ongoing unrest in Libya, we continue to hold a bullish outlook on select SSA...
2011-03-21Economy
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...
2011-03-03Finance
Political risks are now increasingly being priced into to the market for Sub-Saharan African eurobonds, with countries with more questionable democratic credentials like Gabon and the...
2011-03-02Economy
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.
2011-02-23Finance
Although we continue to see develop world equity markets outperforming emerging markets in 2011, we do not think that Sub-Saharan African equities are necessarily at risk of a correction....
2011-02-16Economy
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
Several Sub-Saharan African (SSA) currencies have seen a volatile start to the year, with the broad trend being for depreciatory pressure amid a seasonal shortfall in the supply of...
2011-01-26Economy
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...
2010-12-21




