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Digital insurance: a niche fintech segment with plenty of growth potential
Insurtech is a relatively underdeveloped segment within the fintech mix, accounting for just 7% of all fintech firms (ranging from 11% of the fintech universe in India to just 5% in Mexico). Market dynamics and distribution capacity are the majorgrow...


Pakistan: 2021 Strategy – The New Year rally is sustainable
We expect GDP growth to outpace IMF/SBP’s projections.


SPAC mania drives up valuations in Asia
Special purpose acquisition companies – or SPACs – are all the rage. Softbank also filed to launch a US$525mn SPAC. The SPAC Index on Bloomberg has risen 67% since its inception in August 2020. They raise funding through an IPO. They have a long hist...


Turkey: Slightly negative market opening should be expected
CBRT kept the policy rate 17% yesterday. The statements were very strong, positive and likely to help regain of the confidence in the market. Today a slightly negative opening in the market can be expected in line with global markets.
South Africa resists temptation to cut rates
Today, theSARB’s Monetary Policy Committee (MPC)opted to hold rates at 3.5%, with three members voting to hold versus two who preferred a 25bps cut (the same split as the last meeting on 19 November). The government has initiated another "Level 3" lo...


Turkey central bank opts to wait and see
Today the CBRT’s Monetary Policy Committee (MPC) opted to hold its one-week repo rate at 17%, in line with Bloomberg consensus. After such aggressive action at the last two MPC meetings (see here and here), we think the reaction is appropriate. Turke...


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- 5 Strategy Note/Nigeria 9 companies tackling Nigeria’s energy crisis