We publish a range of reports designed to directly address the information needs of professional investors and senior business decision makers engaged in Africa expansion. These reports span up-to-the-minute alerts and weekly newsletters on the continent to country-specific quarterly reports.
Weekly Africa Insight: Overview of the past week’s political and macroeconomic developments
Angola: Inflation resumes downward trajectory (Nov 14), DRC: The opposition's fleeting moment of unity (Nov 13), Ethiopia: Dramatic arrests raise hopes for change, fears of purge (Nov 14),...
Talking Point: Morocco - Fitch affirms investment-grade rating
Fitch Ratings has affirmed Morocco’s sovereign credit rating at BBB- with a stable outlook. The latest press release notes that the Kingdom’s credit rating is supported by a track record of macroecono...
Talking Point: Ghana - Inflation trends lower in October
Although the official publication has yet to be released, Reuters has reported that Ghana’s consumer price index (CPI) inflation edged lower last month. Specifically, the headline print declined from ...
Ivory Coast: Sustained strong FDI keeps GDP growth high despite shrinking trade surplus
Economic growth remains strong, as government’s continued efforts to develop infrastructure and simplify doing business in the country attract investment. Considering our low annual price inflation fo...
Talking Point: Libya - Meeting for meeting’s sake
On Monday and Tuesday, November 12-13, Libya’s main political players met in Palermo, Italy, along with high-level delegations from the EU, Russia, Egypt and the region. Around 30 countries in all wer...
SA Daily Economic Report: Morning Market Update
Retail sales recovers from recession in Q3 Steady US core inflation readings May’s new Brexit deal faces defiant Parliament ZAR edges stronger on supportive data
Fixed Income Daily: Bond market and currency metrics for African capital markets
Namibia – Inflation has reached a trough in April and has ticked higher in recent months amid rising fuel and other administered prices as well as the weakening domestic currency. On the other hand, f...
Daily Africa Insight: An overview of today’s key events and developments
Angola: Inflation resumes downward trajectory, Ethiopia: Dramatic arrests raise hopes for change, fears of purge, South Africa: Retail sales recover in Q3, South Africa: End of the roa...
Talking Point: South Africa - Retail sales recover in Q3
Real retail sales (unadjusted) increased by only 0.7% y-o-y in September 2018 compared to a 2.5% y-o-y in August, according to Statistics South Africa’s (StatsSA) latest report. The outcome was lower ...
Talking Point: Ethiopia - Dramatic arrests raise hopes for change, fears of purge
On Monday, November 12, news broke of dozens of arrests of security officials and people connected to the state-owned Metals and Engineering Corporation (Metec). Attorney General Berhanu Tsegaye told ...
Talking Point: South Africa - End of the road for the man who would be king
Malusi Gigaba on Tuesday, November 13, signed off on a once promising political career and resigned as home affairs minister in an announcement that was as predictable as it was uneventful. His resign...
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The addition of NKC’s team of economists and political analysts to the Oxford Economics group of companies significantly enhances Oxford Economics’ ability to directly address the needs of investors and companies engaged in Africa expansion through the provision of event-driven alerts, regular newsletters, and reports.
#Ghana’s 2019 budget projects the deficit will widen to 4.2% of GDP. While not immediately raising alarm in terms of debt sustainability, the budget is on the optimistic side and leaves the country more exposed to a revenue-side shock.
#SouthAfrica A notably improved CPI outlook for 2019, driven by significant fuel price declines expected in December, should provide the Sarb with some room to maintain the repo rate at the current level.
In #SouthAfrica a Joint Constitutional Review Committee has voted to amend the constitution so that land can be expropriated without compensation. Constitutional change to facilitate an overtly party-political agenda is dangerous.
Consumer price inflation eases across the board in most major #EastAfrica economies in October. Price pressure expected to build in coming months, and the monetary policy loosening cycle across most of the region has come to an end. #Rwanda #Ethiopia #Tanzania #Kenya #Uganda
Fitch affirms #Morocco investment-grade rating at BBB- with a stable outlook. Macroeconomic stability is accompanied by social tensions and some fiscal concerns.
#Libya’s main political actors met in Italy earlier this week but all that seemed to result was an agreement to meet again early next year. Elections, meanwhile, have seemingly been postponed until spring but that deadline will likely be pushed further back when the time comes.
Elize Kruger - There has been a lot of supply in the US and OPEC has upped their production in conjunction with moderating demand - there is a scenario of over-supply. sabcnews.com/sabcnews/lower… via @SABCNewsOnline
In the Media
- Nov 14 2018
- Nov 10 2018
- Nov 08 2018
- Oct 31 2018
- Oct 31 2018
- Oct 30 2018
- Oct 22 2018
- Oct 19 2018
- Oct 05 2018
- Sep 21 2018
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Download a free sample report, highlighting our economic analysis, as well as incorporating our political assessment for Nigeria in 2018.
A detailed scenario analysis of different policy actions the Central Bank of Nigeria could take in response to the foreign exchange liquidity squeeze in 2016, the effects on foreign reserves to be expected under each, and the resulting consequences for firms needing to repatriate profits.
A report on logistics in Djibouti covering infrastructure, human resources, electricity and the financial sector, and which included macroeconomic overviews of the neighbouring countries for which Djibouti serves as a transport hub. For an Emirati harbour logistics firm.