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Latest articles in Sub Sahara Africa
Strategy Note / Global

Africa equities should catch LatAm peers, Egypt top pick

Africa is no less geared to the bump in commodity export prices and no less chequered in terms of sluggish reform and accumulation of debt than Latin America, where much more liquidly traded equity market peers have rallied sharply this month. Egypt...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 25 November 2020
Africa equities should catch LatAm peers, Egypt top pick
Africa equities should catch LatAm peers, Egypt top pick
Sovereign Analysis / Kenya

Kenya seeks IMF funding and possible debt relief

In our view, this is unambiguously credit-positive, and retroactively justifies Kenya’s recent outperformance. On this front, the government is currently conducting a financial evaluation of as many as nine SOEs – including Kenya Airways, Kenya Power...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 25 November 2020
Kenya seeks IMF funding and possible debt relief
Kenya seeks IMF funding and possible debt relief
Global Themes / Global

West Africa’s single currency: The value is in the journey, not the destination

In September 2020, the Economic Community of West African States (ECOWAS) agreed to postpone the adoption of its single currency “eco”, from 2020 to an undetermined future date. As it stands, it remains unclear when the eco’s adoption will finally se...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 24 November 2020
West Africa’s single currency: The value is in the journey, not the destination
West Africa’s single currency: The value is in the journey, not the destination
Flash Report / Nigeria

Nigeria: A recession, deepening FX woes and expectations for MPC

Nigeria continues to feel the effects of Covid as the economy contracted for a second consecutive quarter – by 3.62% yoy – in Q3 20. The oil sector recorded a steeper contraction of 13.9% yoy, compared to the previous quarter of -6.6% yoy, owing to l...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 23 November 2020
Nigeria: A recession, deepening FX woes and expectations for MPC
Nigeria: A recession, deepening FX woes and expectations for MPC
Strategy Note / Global

The ultimate guide to Brazil fintech

The Brazilian fintech ecosystem is well-diversified, with a strong cluster of anti-fraud expertise. Fintechs in Brazil are likely to see substantial increases in market share, both by enfranchising financially-excluded customers and by taking market...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 November 2020
The ultimate guide to Brazil fintech
The ultimate guide to Brazil fintech
Flash Report / Rwanda

Rwanda: Digital transactions value jumps 45% – positive for banks

According to the National Bank of Rwanda, the value of total digital transactions (payments, mobile banking and internet banking) jumped by 45% yoy in H1 20 following the implementation of Covid-19 relief measures that were meant to spur cashless tra...
Tellimer Research Faith Mwangi
Faith Mwangi @ Tellimer Research 20 November 2020
Rwanda: Digital transactions value jumps by 45% – positive for Bank of Kigali
Rwanda: Digital transactions value jumps by 45% – positive for Bank of Kigali