The pandemic winners among developed market stocks, almost all tech firms, are now household names, with the likes of Zoom helping to transform our working and personal lives and Tesla becoming a retail-investor favourite, recording staggering share...

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...

Benjamin Netanyahu's Likud party, with a range of 23% to 30% Knesset seats over the last decade or so, has often relied on coalition partners. But this time, parties further to the extreme than Likud are registering, collectively, over 35% in recent...

Egypt is the MEA region’s largest producer and second-largest consumer of pharmaceuticals, growing by a CAGR (2013-2019) of 19%, surpassing the region’s CAGR of 8%. Market growth is predominantly driven by out of the pocket expenditure (61% of total...

Corporate capex lending should come into play in 2021, supported by meaningful policy rate cuts in 2020 (300 bps in March followed by two 50 bps cuts in September and November). Lending growth should surpass that of funding beefing up utilization rat...

We present our top strategy picks and provide a brief description of the motivation of each one. Buy on Ethiopia 6.625% 2024, which we’ve upgraded from Hold. Despite the anticipated arrival of LNG revenues later in the decade, fiscal consolidation wi...