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Africa EM equity strategy: 2023 outlook

South Africa (too little reform) a 3% EM weight but our least preferred Large EM. Other Africa mainly in FM (20% weight). Worst may have passed on Covid, commodity prices (China's re-opening), risk appetite (peaking DM interest rates). Top pick: Maur...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 20 January 2023
Africa EM equity strategy: 2023 outlook
Africa EM equity strategy: 2023 outlook

Creating a BRICS reserve currency needs more than Russian impetus

A middle-income country challenger to US currency remains long-term project despite Russia’s de-dollarisation. Western measures to isolate Russia complicate closer cooperation within the BRICS+ countries. Not all BRICS+ countries have financial means...
Scope Ratings Levon
Levon Kameryan @ Scope Ratings 8 December 2022
Creating a BRICS reserve currency needs more than Russian impetus
Creating a BRICS reserve currency needs more than Russian impetus

Seplat: Crude oil theft erodes earnings

Crude oil thefts and force majeure drove the Q3 loss, the first since oil price crash in 2020. We have revised our target prices lower to reflect lower volumes, but our recommendations are unchanged. Updates: Seplat is converting OMLs to the new Petr...
Tellimer Research
Janet
Janet Ogabi @ Tellimer Research 3 November 2022
Seplat: Crude oil theft erodes earnings
Seplat: Crude oil theft erodes earnings

Africa to become a bigger player in the LNG space

Forex: Volatility in the Ghanaian cedi bounces higher. Fixed Income: Kenya shows more signs of a potential debt restructuring. Macroeconomic: Investment interest in Africa’s LNG sector increases as Europe's energy woes intensify.
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 20 October 2022
West Africa in Focus / Global

How low can Nigeria’s oil production go?

Ghana declares end to Marburg virus, as Nigeria kicks off local vaccine production project. Ghana’s Q2 22 GDP was better than expected, despite record-high inflation and hawkish stance. Bank of Ghana meets 26 Sep. Nigeria oil production drops below 1...
Tellimer Research
Janet
Janet Ogabi @ Tellimer Research 22 September 2022
How low can Nigeria’s oil production go?
How low can Nigeria’s oil production go?
Weekend Reading / Global

Emerging markets dominate foreign lobbying in the US

Emerging markets dominate foreign lobbying in the US but the payback on this spend is mixed. Lobbying probably does not trump long-running strategic interests in shaping US foreign policy. Yet emphasis on financial over military tools in US foreign p...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 September 2022
Emerging markets dominate foreign lobbying in the US
Emerging markets dominate foreign lobbying in the US