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...

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...

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...

Weekly summary of Vermilion's global technical equity strategy calls, including sector weightings, from both a top down and bottoms up perspective.

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...

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....