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Oil: The cheapest oil exporter equity markets

Tellimer Research Hasnain Malik @ Tellimer Research
Hasnain Malik @
Tellimer Research
8 January 2021

Ghana President Nana Akufo-Addo is re-elected

Stuart Culverhouse 10 December 2020

Africa equities should catch LatAm peers, Egypt top pick

Hasnain Malik 25 November 2020

Stripe acquires Nigeria’s Paystack: Game-changer for Africa fintech

Busola Jeje 16 October 2020

EM central bank firepower (in one chart)

Hasnain Malik 14 September 2020
Latest articles in Ghana

Oil: The cheapest oil exporter equity markets

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets

Ghana President Nana Akufo-Addo is re-elected

President Nana Akufo-Addo has won re-election with 51.6% of the vote, thereby avoiding a run-off, according to results from the Electoral Commission released Wednesday evening. The immediate focus now will be on whether Mahama and the opposition acce...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 10 December 2020
Ghana: President Nana Akufo-Addo re-elected, albeit with narrower margin
Ghana: President Nana Akufo-Addo re-elected, albeit with narrower margin

Child labour and ESG: Hershey chocolate, Ghana & Ivory Coast cocoa

There is an ongoing public spat between two of the world's largest cocoa producers, Ghana and Ivory Coast (which make up c60% of global cocoa exports), and Hershey (which has over 40% share of the branded chocolate market in the US, with the US accou...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 2 December 2020
Child labour and ESG: Hershey chocolate, Ghana & Ivory Coast cocoa
Child labour and ESG: Hershey chocolate, Ghana & Ivory Coast cocoa

Africa equities should catch LatAm peers, Egypt top pick

Africa is no less geared to the bump in commodity export prices and no less chequered in terms of sluggish reform and accumulation of debt than Latin America, where much more liquidly traded equity market peers have rallied sharply this month. Egypt...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 25 November 2020
Africa equities should catch LatAm peers, Egypt top pick
Africa equities should catch LatAm peers, Egypt top pick

2021 Themes: West Africa’s single currency – the value is in the journey

In September 2020, the Economic Community of West African States (ECOWAS) agreed to postpone the adoption of its single currency “eco”, from 2020 to an undetermined future date. As it stands, it remains unclear when the eco’s adoption will finally se...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 24 November 2020
2021 Themes: West Africa’s single currency – the value is in the journey
2021 Themes: West Africa’s single currency – the value is in the journey

Stripe acquires Nigeria’s Paystack: Game-changer for Africa fintech

In what could easily be called Nigeria's "fintech deal of the decade", Paystack — a homegrown payments solution provider — is in the process of being acquired by US fintech giant Stripe. Although the terms of the deal have not been disclosed, reports...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 16 October 2020
Stripe acquires Nigeria’s Paystack: Game-changer for Africa fintech
Stripe acquires Nigeria’s Paystack: Game-changer for Africa fintech