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Latest articles in Africa

South Africa Rand's resilience to be tested, second most volatile EM currency

Until last month global FX volatility was in the doldrums, so much so that the JP Morgan G7 Currency Volatility Index (a reliable gauge for foreign exchange volatility on a global scale and major developed and emerging market economies, respectively)...
ETM Analytics Daron
Daron Hendricks @ ETM Analytics 17 September 2021

Nigeria's depreciating naira and the CBN's next move

Since the Central Bank of Nigeria (CBN) banned the sale of FX to bureaux de change (BDCs) and froze the accounts of several fintech firms, the naira has taken the turn for the worse. The CBN's several unorthodox attempts to stabilise the naira this y...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 17 September 2021
Nigeria's depreciating naira and the CBN's next move
Nigeria's depreciating naira and the CBN's next move

4 companies taking advantage of Africa's tower opportunity

In our previous report, we highlighted the huge opportunity in Africa's telecommunications tower industry. Subsequently, it expanded its presence across the continent. Helios Towers is very bullish on telecoms infrastructure in Africa and is increasi...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 17 September 2021
4 companies taking advantage of Africa's tower opportunity
4 companies taking advantage of Africa's tower opportunity

Stanbic IBTC: Q2 21 – earnings continue to falter; we cut our target price

Stanbic IBTC’s Q2 21 profit numbers were significantly weaker than expected, even after the weak Q1. Net attributable profit fell 56% yoy, compared with our expectation of an 11% yoy increase. The CBN's persistent cash reserve ratio (CRR) debits cont...
Tellimer Research Busola
Busola Jeje @ Tellimer Research 17 September 2021

Nigeria readies to issue its first Eurobond in 3 years, China contagion risk

China remains the focal point from an international perspective given the impact that the potential collapse of the Evergrande Group will have on the price of base metals and sentiment in general. Shipments have been rising over the past seven months...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 17 September 2021

QUANT STRATEGIES IN THE CRYPTOCURRENCY SPACE

Cryptocurrencies have reached a market capitalisation of > $150bn. Backtesting quantitative strategies is difficult given a limited trading history & universe. Short-term Momentum works very well, classic factor investing strategies less so.
FactorResearch Nicolas
Nicolas Rabener @ FactorResearch 16 September 2021