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Latest articles in South Africa
Sovereign Analysis / South Africa

South Africa: Conversation with central bank Deputy Governor Rashad Cassim

We held a client call on 14 October with Deputy Governor Rashad Cassim of the South African Reserve Bank, and summarise our key takeaways below. That said, specific measures will be outlined in the upcoming medium-term budget policy statement (MTBPS)...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 16 October 2020
South Africa: Conversation with central bank Deputy Governor Rashad Cassim
South Africa: Conversation with central bank Deputy Governor Rashad Cassim
Flash Report / Global

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
Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Macro Analysis / South Africa

What are the latest trends in MENA wheat imports?

Using Refinitiv’s trade flow models, we analyze the latest trends in wheat imports from around the Middle East and Africa. This is in line with suggestions of increased consumption of pasta in many countries during the pandemic lockdown. However, imp...
Refinitiv Perspectives
Refinitiv Perspectives 14 October 2020
Sovereign Analysis / South Africa

South Africa has to solve the Eskom problem

For the past decade South Africa has been on a slippery slope, with public debt rising from a low of 26.5% of GDP just before the 2008 global financial crisis to 63.5% by the end of FY 2019/20 in March. Much of the shortfall is due to a NERSA decisio...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 8 October 2020
South Africa has to solve the Eskom problem
South Africa has to solve the Eskom problem
Macro Analysis / Global

How Nigeria’s banks are hunting for the next pot of gold

Shortly after the 2008/09 Global Financial Crisis, the ‘universal banking’ model was halted in Nigeria, with banks given two major options: spin off non-banking subsidiaries or adopt a holding company (holdco) structure. For context, annual pension c...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 5 October 2020
How Nigeria’s banks are hunting for the next pot of gold
How Nigeria’s banks are hunting for the next pot of gold