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Quantitative Analysis / Global

Tellimer’s fintech attractiveness index: The new rankings

We rank the markets most open to fintech disruption, based on factors like financial infrastructure and digital adoption. Eastern Europe (Hungary, Poland), the GCC (Saudi, UAE) and Southeast Asia (Malaysia, Thailand) top our new rankings. Top gainers...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 31 March 2023
Tellimer’s fintech attractiveness index: The new rankings
Tellimer’s fintech attractiveness index: The new rankings

BancTrust & Co. Africa Daily Comments 31 March 2023

Nigeria: Total public debt stock stands at 23.2% of GDP could move to 40%, UBA 43.5% jump in PAT after Ghana impairment. Ghana: Parliament set to vote on new bills that could support IMF board approval. Kenya: Central bank cuts 2023 GDP growth on wea...
BancTrust & Co. Ayodeji
Ayodeji Dawodu @ BancTrust & Co. 31 March 2023

Ghana: IMF board review now seen in April amid progress on financing assurances

Ghana will miss its self imposed end-March deadline for IMF board approval of its new programme, but this is no surprise. This is partly due to delays in securing financing assurances from official creditors although progress is now reported. But tim...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 30 March 2023
Ghana: IMF board review now seen in April amid progress on financing assurances
Ghana: IMF board review now seen in April amid progress on financing assurances

Vermilion Int'l Compass: Global Equity Strategy

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.
Vermilion Research David
David Nicoski @ Vermilion Research 30 March 2023

BancTrust & Co. Africa Daily Comments 30 March 2023

Kenya: Central bank hikes rate higher than expected, Fitch notes a sustained decline in reserves could lead to downgrade. Ghana: Energy prices to fall for a third consecutive month. Zambia: Finance minister reiterates the urgent need for a significan...
BancTrust & Co. Ayodeji
Ayodeji Dawodu @ BancTrust & Co. 30 March 2023
Flash Report / Kenya

Kenya: Rate hike and FX policy herald positive shift but more is needed

We have repeatedly said that Kenya needs tighter monetary policy and more KES depreciation to ease external imbalances. Accelerated KES depreciation, new FX policy and a 75bps rate hike by the CBK mark a positive shift but more is needed. Retain Buy....
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 30 March 2023
Kenya: Rate hike and FX policy herald positive shift but more is needed
Kenya: Rate hike and FX policy herald positive shift but more is needed