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Tellimer's top picks: February 2023

We present five of our best current calls across economies, sectors, stocks and bonds for February. This month's picks: Chile and Vietnam equities, Buy Tajikistan and Nigeria bonds. We also identify five countries as being at most risk of default: El...
Tellimer Research Tellimer
Tellimer Research Team @ Tellimer Research 1 February 2023
Tellimer's top picks: February 2023
Tellimer's top picks: February 2023

African economies’ recoveries feel the strain from multiple shocks

Governments need to adjust policy, secure better crafted international support to protect public finances. Some African countries have become more resilient recently, but many cannot address financial challenges on their own. Greater coordination bet...
Scope Ratings Thomas
Thomas Gillet @ Scope Ratings 1 February 2023

South Africa: Treasury drafts budget amid major global & domestic uncertainties

Load shedding, poor economic growth outlook and Eskom's debt restructuring will be key to watch on Feb 22. Political risks to remain high ahead of 2024 but could ironically generate impetus for urgency in reforms. SARB reduced its outlook for the eco...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 1 February 2023

Markets to trade cautiously ahead of the FOMC decision this evening

Forex: Kenya is set to receive around $700m from multi-lateral lenders. Fixed Income: African bonds are a mixed bag. Macroeconomic: IMF raises its 2023 Sub-Saharan Africa growth forecast marginally to 3.8%.
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 1 February 2023

More African countries to join G20 debt relief program

Forex: Ghana’s gross reserves drop to a six-year low in December. Fixed Income: Central Bank of Kenya surprises markets and leaves interest rates on hold. Macroeconomic: The Bank of Ghana delivers another outsized interest rate hike as inflation cont...
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 31 January 2023

Moody’s downgrades Nigeria, trade between China and Africa to remain robust

Forex: Kenya’s import cover plunges to a more than seven-year low. Fixed Income: Nigeria slips another notch down the sovereign credit rating ranks. Macroeconomic: Trade volumes between China and Africa should remain elevated in 2023.
ETM Analytics Alexa
Alexa Archibald @ ETM Analytics 30 January 2023