Analysis On Fixed Income, Fx & Equity Markets

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... 2011-03-21

BMI View: The Mauritian SEMDEX will remain largely at the mercy of global risk sentiment. Furthermore, a possible interest rate hike from the Bank of Mauritius is leading investors... 2011-03-18

BMI View: We retain our cautiously optimistic outlook on South Africa following a visit to Johannesburg and Pretoria, forecasting real GDP growth of 3.5% in 2011. Confidence is rising... 2011-03-17

BMI View: A lack of unity and political will are preventing Western nations from military intervention in Libya. There are a number of military options, but all of them face considerable... 2011-03-17

Select Sub-Saharan African (SSA) equity markets have sold off sharply following the Japan earthquake and subsequent nuclear fallout, exhibiting investor fears over the ramifications... 2011-03-15

A range of markets across Sub-Saharan Africa are being hit by global factors including risk aversion, rising input costs, and fears of further political instability. Here we highlight... 2011-03-10

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... 2011-03-03

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... 2011-03-02

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.

BMI View: Although we still believe that Saudi Arabia can avoid the kind of popular uprisings currently rocking the Middle East and North Africa (MENA) in the near term, we acknowledge... 2011-02-23