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Latest articles in Africa

Cryptocurrency moves further mainstream; emerging markets could benefit most

A fierce debate has been waging for many years as to whether cryptocurrency qualifies as an investment. However, based on its opening day of trading, one characteristic Coinbase seems to share with cryptocurrencies is high price volatility. Nigeria i...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 16 April 2021
Cryptocurrency moves further mainstream; emerging markets could benefit most
Cryptocurrency moves further mainstream; emerging markets could benefit most

Africa digital payments: telco spin-offs to forge more listed investment options

A combination of poor financial inclusion and growing mobile phone penetration (including smartphones) has made Africa a promising environment for the growth of mobile money and, more broadly, innovation in digital payments services. Partly due to th...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 13 April 2021
Africa digital payments: telco spin-offs to forge more listed investment options
Africa digital payments: telco spin-offs to forge more listed investment options

Safaricom continues to dominate – latest statistics

Kenya's communications authority has released its quarterly statistics for the period to the end of December. Although the average minute of use per subscriber also increased above our estimate to c92 minutes/month, we expect the impact on Safaricom’...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 9 April 2021
Safaricom continues to dominate – latest statistics
Safaricom continues to dominate – latest statistics

Commodity food prices see another record increase in March

The latest UN FAO World Food Price index (published on 8 April) exhibited the fastest year-on-year increase for a decade, of 25%. Food prices have risen c30% since May 2020, hitting a seven-year peak. However, for governments that subsidise food item...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 9 April 2021
Commodity food prices see another record increase in March
Commodity food prices see another record increase in March

Emerging market macro growth and equity value in one chart

High macroeconomic growth and cheap versus history equities: Egypt, Indonesia, Pakistan, Philippines. Low macroeconomic growth and expensive versus history equities: Brazil, Kuwait, Nigeria, Qatar, Russia. Local GDP growth may de-couple from equities...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 8 April 2021
Emerging market macro growth and equity value in one chart
Emerging market macro growth and equity value in one chart

IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...
ING Think
ING Think 8 April 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021