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Latest articles in Zimbabwe
Strategy Note / Global

Africa ex-SA equity strategy: Egypt is the least bad

Covid-19 remains a significant economic challenge across the continent. This combination of factors is best demonstrated in Mauritius, the region's worst performer, where the FX rate has depreciated c10% ytd, Moody's sovereign credit outlook was down...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 30 June 2020
Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

In 2006 I was an analyst on global technology equities. This would be unwelcomed for the investment case given the military’s continuing, overbearing indirect grip on the economy and the strain put on the fiscal deficit from Covid-19 disruption. Equi...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Equity Analysis / Zimbabwe

Zimbabwe Covid-19 report – Accelerating existing structural fragility

Prior to the Covid-19 outbreak, Zimbabwe already had 7mn people in both rural and urban areas in urgent need of humanitarian assistance. That being said, it is likely that QE will form part of the stimulus strategy for multiple CBs globally. As marke...
IH Securities Balamanja Made
Balamanja Made @ IH Securities 15 June 2020
Global Themes / Global

Africa fintechs’ product suite explained… from agritech to remittances

Our recent survey of 150+ fintechs across 20 African markets enabled us to find their product and customer niches, as well as identify theirunique success factors. Fintech companies are increasingly competing with traditional financial services provi...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 23 April 2020
Strategy Note / Zimbabwe

Zimbabwe: Currency abandoned again; debt arrears still the root problem

Not securing bilateral bailout assistance (eg from China or the UAE). The most troublesome renegotiation of these arrears has been that with the World Bank. As a result, the authorities face a difficult balance of pursuing tight monetary policy to re...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 March 2020
Macro Analysis / Zimbabwe

Zimbabwe strategy: Thoughts on 2020 Monetary Policy Committee deliberations

The Monetary Policy Committee issued a statement this week, indicating the main focus of the Reserve Bank of Zimbabwe (RBZ) in terms of policy. Pressure on the local currency will be further exacerbated by lower foreign currency reserves as tobacco a...
IH Securities Michelle Mangwanya
Michelle Mangwanya @ IH Securities 29 January 2020