Refine by sector
Latest articles in South Africa

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

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

Fitch downgrades Ghana, oil hits a 7-year high

Commodities are in focus this morning. Equally faith in the longer term strength of the dollar is fading and this could well underpin the yellow metal going forward. Specifically, tax income in the six months through December grew by nearly a third t...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 17 January 2022
Flash Report / Global

Pan-African payment system launches to support the AfCFTA

Roughly one year after the African Continental Free Trade Area (AfCFTA) came into effect, the African Export-Import Bank (Afreximbank) and the AfCFTA Secretariat commercially launched a pan-African payment and settlement system (PAPSS) for intra-Afri...
Tellimer Research Busola
Busola Jeje @ Tellimer Research 17 January 2022
Pan-African payment system launches to support the AfCFTA
Pan-African payment system launches to support the AfCFTA

Debt refinancing in the Eurobond market unlikely to be an option for Ghana

Today will be a heavy data day that will offer more current perspective on the state of the economy on both the consumption and production side through the release of the advanced retail sales, industrial production and the Michigan sentiment data. H...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 14 January 2022

HY & Xover Update - JAGLN, Industrials Outlook 2022

Industrials Outlook 2022:Our top picks for 2022 are: Sappi, Ineos Quattro, Bormioli Pharma, Guala Closures and Fedrigoni. Jaguar Land Rover: 3Q wholesales down by 32.6% yoy, but cashflow positiveHold TTMTIN 5.875% 1/28 at 101.779/101.963.
UniCredit Sven
Sven Kreitmair @ UniCredit 13 January 2022