Global

Investors are demanding a significant fiscal premium for holding African bonds

  • Forex: Persistent current account deficit is weighing on the Kenyan shilling

  • Fixed Income: Debt relief provides a boost to the appeal of African Eurobonds

  • Macroeconomic: Global central banks are expected to remain aggressive in the near term

https://cdn.tellimer.com/providers/badge-etm-analytics-q5QWdubobcjF5eDm1Ql3Y58rXgSDz4XDYWes4VjU.png
Kieran Siney @ ETM Analytics
https://cdn.tellimer.com/providers/badge-etm-analytics-q5QWdubobcjF5eDm1Ql3Y58rXgSDz4XDYWes4VjU.png
Takudzwa Ndawona @ ETM Analytics
September 12th, 2022
This is a premium report that requires access to ETM Analytics
ETM Analytics ETM Analytics
Driving meaningful change

Coverage

Africa

About

ETM Analytics provides financial market and economic intelligence using quantitative frameworks on emerging and frontier markets to traders, treasury professionals, buy-side and corporate executives.

Services

Market Intelligence
This team offers financial market and economic intelligence services to traders, treasury professionals, buy-side and corporate executives.
Consulting and Quantitative Solutions
Add-on
Internal resources include economists, coders, data specialists, econometric modelers, analysts and investment professionals. This leads to a diverse and experienced team, that can offer solutions at a level that is often superior in skill set to internal teams and at a better price point
Full list of services

Most Read

1 ∙ Sovereign ∙ Kenya
Kenya: Restructuring concerns and fiscal slippage weigh on bonds
2 ∙ Macro ∙ Romania
Romania's new fiscal reforms hope to ensure seamless EU funding
3 ∙ Weekend Reading ∙ Global
Uranium's price surge sparks emerging market opportunities
4 ∙ Fixed Income Flash ∙ Sri Lanka
Sri Lanka: IMF review delayed by revenue shortfalls and financing assurances
5 ∙ Strategy Note ∙ Global
Eastern Europe EM's equity vulnerable after rallying despite Russia-Ukraine War

Disclosures

This publication is being distributed by Tellimer solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument.

This publication is not intended for distribution to, or use by, any person or entity in any jurisdiction in any country where such distribution or use would be contrary to law or regulation, or which would subject Tellimer to any registration requirement within such jurisdiction or country.