Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...

We calculated correlations between a range of emerging (EM) and frontier (FEM, FM ex-GCC and GCC) equity indices and global commodity prices (S&P GSCI), oil price (Brent), the inverse of the US$, and developed market equities (MSCI World) over time p...

The risk of an overseas vacation is that we are forced into quarantine either on arrival or on return should we contract Covid-19 or venture to a country where policy is focused on lifting lockdowns, rather than minimising infections (see Death by Co...

Morocco’s state telecoms regulator has fined Maroc Telecom MAD3.6bn (US$375mn), two years after Inwi sued the telco in March 2018 for uncompetitive practices relating to sharing of Maroc Telecom’s fixed network infrastructure. Inwi at the time sought...

Global deaths related to the virus have exceeded 130, confirmed cases in China have exceeded 6,000, and confirmed cases outside China are about 60 (according to data, at the time of writing, from WHO, CDC, NHC, Dingxiangyuan John Hopkins CSSE). Below...