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Ethiopia is still within reach of an IMF financial support program

Egyptian pound nears 31.0 per dollar mark as sell-off persists. Kenyan and Mauritian bond auctions both oversubscribed on Wednesday. Ethiopia is still within reach of an IMF financial support program – S&P Global.
ETM Analytics Takudzwa
Takudzwa Ndawona @ ETM Analytics 9 March 2023

Headwinds facing African FX and bonds intensify

Kenya implements new oil tender system to reduce FX pressure. Foreign ownership of Kenyan and Ghanaian bonds has plunged. Fed Chair Powell warns of faster tightening and higher rates.
ETM Analytics Takudzwa
Takudzwa Ndawona @ ETM Analytics 8 March 2023

Cyclone Freddy poses a significant threat to Southern Africa

Forex: Kenya's foreign exchange reserves extend drop to a multi-year low. Fixed Income: Nigerian Eurobonds are the worst performing African Eurobonds over the past month. Macroeconomic: Cyclone Freddy could prove to be devastating for Southern Africa...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 21 February 2023
Weekend Reading / Global

Top Picks and Untouchables in EM equity markets

A year ahead of stuttering and uneven growth, where no one sector or theme is likely to lead consistently. Top country picks: China, Taiwan, Korea, India in Large EM; Vietnam, Dubai, Hungary, Chile, Mauritius in Small EM and FM. Less preferred: Egypt...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 January 2023
Top Picks and Untouchables in EM equity markets
Top Picks and Untouchables in EM equity markets

Small EM and FM equity strategy: 2023 outlook

Emerging equity market exposure to the themes of manufacturing, commodities and tourism is cheapest in small EM and FM. But the reason for this is vastly lower liquidity compared to large EM. For patient capital, these are our top picks...... Asia: V...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 6 January 2023
Small EM and FM equity strategy: 2023 outlook
Small EM and FM equity strategy: 2023 outlook

Egypt secures $3bn IMF deal

Weaker shilling drives Kenya's external debt higher. Egypt secures $3bn IMF program. Metals are underperforming the broader commodities basket.
ETM Analytics Takudzwa
Takudzwa Ndawona @ ETM Analytics 19 December 2022