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US charms Africa amid a scramble with China and the EU

US-Africa Leaders Summit on 13-15 December confirms greater effort to charm Africa under Biden than Trump. Since the inaugural 2014 summit, financial pledges for Africa from China are over 4x those from the US. FDI into most larger Africa economies i...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 9 December 2022
US charms Africa amid a scramble with China and the EU
US charms Africa amid a scramble with China and the EU

CN : China Galaxy A-Share Morning Comments

CGS-CIMB CGI
CGI Research @ CGS-CIMB 9 December 2022

CN : Property Management - Double-digit earnings growth p.a. likely

We believe the sector’s share prices could bounce back on the back of regulators’ aggressive policies to support the Chinese property sector. We expect 15 key property managers in China to expand their market share in managed GFA to 28% in 2025F, f....
CGS-CIMB Raymond
Raymond Cheng @ CGS-CIMB 9 December 2022

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

EM debt default fears have eased, Ghanaian cedi continues to outshine its peers

Forex: Ghanaian cedi extends recovery as debt restructuring takes place. Fixed Income: Emerging market debt default fears have eased. Macroeconomic: Recap of latest Africa interest rate decisions.
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 8 December 2022

CN : China Galaxy A-Share Morning Comments

CGS-CIMB CGI
CGI Research @ CGS-CIMB 8 December 2022