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Tourism: 'Staycation' buffer for some (India) more than others (Iceland) in EM

Tellimer Research Hasnain @ Tellimer Research
Hasnain @
Tellimer Research
8 June 2020
Latest articles in Botswana

Zambian Kwacha underperforming its regional peers in October

Investors will have a number of key data releases to watch this week, with the focus primarily on South African markets. However, recent vehicle sales figures were weak and feed into the view that supply chains are under pressure. More broadly, inves...
ETM Analytics Daron
Daron Hendricks @ ETM Analytics 12 October 2021

African Bond Index loses more than 2% in September amid taper fears

Ahead of some key data, the USD remains on the front foot. The bearish tone has continued this morning in Asia with the benchmark 3m LME contract trading 0.5% lower. Food prices that rose 10.6% may increase further in the months ahead as Kenya battle...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 1 October 2021

Foreign investors dump SA bonds in September, African FX broadly weaker

China remains the central pivot for most base metal products and as such any data that is released from the economic powerhouse is watched closely. The official PMI number for September dipped below the 50 mark which denotes expansion coming in at 49...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 30 September 2021

Southern African currencies continue to sell-off, losses led by the ZAR

The final week of the third quarter will be a busy one, with investors keeping an eye on fresh economic data and surging oil prices that will aggravate the recent hawkish turn by some major central banks and heightened concerns of inflation remaining...
ETM Analytics Daron
Daron Hendricks @ ETM Analytics 28 September 2021

Nigeria's Eurobond sale four times oversubscribed, FOMC in focus

Ahead of the FOMC decision later and the guidance the Fed offers on the timeline of tapering, the USD is treading water. Technically, the USD is looking a touch overbought in the near term, while fundamentally, there is a lot of taper talk priced in....
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 22 September 2021
Nigeria's Eurobond sale four times oversubscribed, FOMC in focus
Nigeria's Eurobond sale four times oversubscribed, FOMC in focus

Ethiopian assets tank amid sanction fears, Botswana's outlook raised to stable

Oil markets have kicked off the new week on the back foot this morning, with both benchmarks declining as we near the European open. However, remittance inflows declined by 7.1% compared to $336.7mn in July, in line with seasonal factors. Bloomberg r...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 20 September 2021