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African FX volatility muted, SA seen hiking rates by 25bps next week

In the commodity market, gold bears were put to the sword overnight as a weaker dollar and geopolitical tensions around Ukraine boosted the metals safe haven appeal. A report from the Ghana Statistical Service showed that producer inflation in the mi...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 20 January 2022

CN : China Galaxy A-Share Morning Comments

CGS-CIMB CGI
CGI Research @ CGS-CIMB 20 January 2022

CN : Property - Overall - Loosening of presales cash restriction, if true, could provide developers timely funds

China may loosen its presales cash restriction to help developers solve their severe liquidity problem, according to Reuters. If true, this should provide developers timely extra funds – we estimate US$12bn for the 17 developers we cover – to repay.....
CGS-CIMB Raymond
Raymond Cheng @ CGS-CIMB 19 January 2022

Latam Daily: Mexico heading for potential recession as Q4 estimates weaken

Brazil: Global ratings agency Fitch said on Tuesday that the combination of currency weakness, inflationary pressures and more significant monetary policy tightening by the central bank is set to result in a big deceleration in economic growth. Fitch...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 19 January 2022

Botswana ranks amongst the most fiscally prudent in ETM's fiscal risk model

Sentiment towards the USD has improved or rather, global growth sentiment has deteriorated and a rotation back towards the USD is now evident. Since November, the tourism sector has been further battered by a decision to ban incoming flights to the c...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 19 January 2022

CN : China Galaxy A-Share Morning Comments

CGS-CIMB CGI
CGI Research @ CGS-CIMB 19 January 2022