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CN : Technology - Others - Key takeaways from China Computer Sector conference call

We joined the CGS A-share conference call on China’s Computer Sector 2H21 Outlook yesterday. IT application innovation, information security and industrial software are three industries with a positive long-term outlook. According to CIE and uthink....
Alex Li @ CGS-CIMB 4 August 2021

Is China pulling the handbrake on loans to Africa?

Is China pulling the handbrake on loans to Africa? In Africa, reports suggest that a combination of rising bad debt by BRI borrowers and China’s shrinking and increasingly introspective economy, aggravated by COVID-19 lockdowns, forced Beijing to con...
ETM Analytics Takudzwa
Takudzwa Ndawona @ ETM Analytics 4 August 2021

NIO sprints back into growth mode – and there is no regulatory risk thus far

NIO delivered 7,931 vehicles in July 2021, up 124.48% year-on-year, down 2% month-on-month. This article follows an approach similar to that we used in our latestXpeng analysis, estimating the value of the stock based on its projected future sales pe...
EqualOcean Niko
Niko Yang @ EqualOcean 4 August 2021

Mozambique's fiscal position worsens, Ghanaian Cedi extends losses

The dollar is currently pinned with investors awaiting the release of the next round of US employment statistics which starts today with the ADP numbers. Rising COVID-19 cases and slowing manufacturing in both the United States and China have taken t...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 4 August 2021

Rwanda is the latest African sovereign to successfully tap the Eurobond market

It has been a busy start to the week in East Africa. The budget office said in a statement that Kenya’s ballooning debt burden partly reflects repayments deferred from the previous period by DSSI creditors. While fiscal risks are expected to intensif...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 3 August 2021

Near term outlook for the dollar remains bullish, longer-term prospects less so

Bullish momentum in the dollar has abated in July with Fed speakers pouring cold water on taper tantrum fears. While the dollar lost some momentum in July, we remain bullish on the dollar in the near term. Less so over the medium to longer-term given...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 3 August 2021