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Latest articles in Sub Sahara Africa
Flash Report / Nigeria

Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market

The Central Bank of Nigeria (CBN) unexpectedly cut its benchmark lending rate on Thursday to 12.5% from 13.5%, to stimulate growth following the downturn brought on by the coronavirus pandemic and sharp falls in crude oil prices. This rate cut takes...
Tellimer Research Nkemdilim Nwadialor
Nkemdilim Nwadialor @ Tellimer Research 29 May 2020
Nigeria unexpectedly cuts rate; decision unlikely to move yields in the market
Equity Analysis / Global

Why Unilever and Nestle are better prospects than Zoom right now

When the history of Covid-19 is written, it may be recorded as the Zoom era. The videoconference provider has spread as rapidly as the virus. It’s users have risen 30 fold from just 10 million in December 2019 to almost 300 million in April 202...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 28 May 2020
Why Unilever and Nestle are better prospects than Zoom right now
Equity Analysis / Sub Sahara Africa

Five major themes for the future of fintech in Africa

The African fintech space has recorded impressive growth over the past decade. There are currently over 400 active fintech companies across the continent, c80% of which are home-grown. Major drivers of this growth in the fintech ecosystem include fav...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 28 May 2020
Five major themes for the future of fintech in Africa
Equity Analysis / Nigeria

Nigeria E-Commerce: The route to profit for ride-hailing and food delivery

Online food delivery volumes have skyrocketed during the lockdown in Nigeria, with a more than 50% increase in the items sold on Jumia Food between 2 March and 27 April. Restaurants have been shut to diners, meaning stranded and isolated households h...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 May 2020
Nigeria E-Commerce: The route to profit for ride-hailing and food delivery
Equity Analysis / Global

Will Africa's poor drive consumer spending after Covid-19?

Covid-19 has devastated the lives of Africa's poor. In many countries, the lockdowns have halted the income of day labourers, and curbed their spending. Day labourers work primarily in construction, transport and hospitality. They are an eng...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 19 May 2020
How Africa's poor will drive consumer spending after Covid-19
Macro Analysis / Ghana

Ghana's inflation rises above target band – on higher food prices

Ghana’s inflation rate rose to 10.6% in April, 2.8ppts higher than in March. This is the highest rate since the consumer price index (CPI) was rebased in August 2019. Ghana – a producer of gold (50% of exports), oil (20% of...
Tellimer Research Nkemdilim Nwadialor
Nkemdilim Nwadialor @ Tellimer Research 14 May 2020