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Ethiopia: IMF statement implies private sector involvement can still be avoided

Tellimer Research Patrick Curran @ Tellimer Research
Patrick Curran @
Tellimer Research
25 February 2021

South African budget surprises positively but lacks substance

Patrick Curran 24 February 2021

How profitable are emerging market fintechs?

Rahul Shah 22 February 2021

Nigeria's surprise exit from recession doesn't mean its problems are over

Janet Ogunkoya 22 February 2021

Kenya: IMF program boosts prospects

Patrick Curran 19 February 2021
Latest articles in Sub Sahara Africa

Ethiopia: IMF statement implies private sector involvement can still be avoided

On 23 February, the IMF reached a staff-level agreement for the combined first and second reviews of Ethiopia’s ECF/EFF programme. As such, we will have to wait until the matter goes to the Board and the report is published before there is more clari...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 25 February 2021
Ethiopia: IMF statement implies private sector involvement can still be avoided
Ethiopia: IMF statement implies private sector involvement can still be avoided

South African budget surprises positively but lacks substance

Finance Minister Tito Mboweni presented South Africa's fiscal year 2021/22 budget (April to March) today. The NT aims to achieve a primary surplus on the main budget by 2024/25, which should stabilise public debt at a peak of 88.9% of GDP in 2025/26....
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 24 February 2021
South African budget surprises positively but lacks substance
South African budget surprises positively but lacks substance

Uganda sees surge in digital payments

Bank of Uganda released digital transaction data for Q3 20 for banks and telcos, which show digital transaction values jump by 39% yoy. This was helped by a 23.4% yoy growth in 90-day active customers and overall number of transactions increasing by...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 23 February 2021
Uganda sees surge in digital payments; positive for Stanbic Uganda
Uganda sees surge in digital payments; positive for Stanbic Uganda

How profitable are emerging market fintechs?

Based on our survey, 43% of fintechs are profitable. A further 26% expect to become profitable within a year. Breaking our results down by activity, the insurtech and investech sectors have the largest proportion of currently profitable companies (c6...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 22 February 2021
How profitable are emerging market fintechs?
How profitable are emerging market fintechs?

Nigeria's surprise exit from recession doesn't mean its problems are over

Nigeria released Q4 20 GDP numbers which showed a surprise exit from recession in Q4 20, with a 0.11% yoy growth in the quarter. For FY 20, Nigeria's GDP contracted 1.92%, less bad than the IMF's forecast of a 3.25% contraction. This marks the lowest...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 22 February 2021
Nigeria's surprise exit from recession doesn't mean its problems are over
Nigeria's surprise exit from recession doesn't mean its problems are over

Uganda: Asset quality improves as economy reopens

Bank of Uganda released statistics for Q3 20 noting that the overall industry NPL ratio stood at 5.1% in October 2020 down from 5.8% in June 2020. We do not anticipate a further extension. We have a Buy recommendation on Stanbic Uganda as we believe...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 19 February 2021
Uganda: Asset quality improves as economy reopens
Uganda: Asset quality improves as economy reopens