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.
Talking Point: Angola - Inflation resumes downward trajectory
Inflation rose sharply in September following the introduction of higher water tariffs. However, the statistical agency has subsequently revised September’s headline print lower from 21.6% y-o-y to 19...
SA Daily Economic Report: Morning Market Update
Gigaba gets crushed by scandals and resigns Municipalities’ Eskom debt swells to R17bn May set to bring Brexit draft deal to Cabinet Crude prices cascade on Trump comments
Fixed Income Daily: Bond market and currency metrics for African capital markets
Ghana – Tight-end under pressure as cost-push pressures weigh. We expect inflation to remain within the target band for the duration of this year (should the headline figure breach the upper limit of ...
South Africa: Economy turning the corner on governance improvements, but very slowly indeed
While we remain generally optimistic about President Cyril Ramaphosa’s recent initiatives (including an economic stimulus plan, a jobs summit and an investment summit), many local headwinds are still ...
Daily Africa Insight: An overview of today’s key events and developments
DRC: The opposition's fleeting moment of unity, Mozambique: Consumer price pressures broadly unchanged in October, Senegal: Disinflation returns, Zambia: Much ado about nothing as IMF ...
Talking Point: Zambia - Much ado about nothing as IMF concludes visit
The official statement by a representative of the IMF, in the aftermath of an Article IV visit over November 5-9, delivered no glimmer of hope for a quick conclusion to Zambia’s ambition to clinch tec...
Talking Point: Senegal - Disinflation returns
The National Agency for Statistics and Demography (ANSD) of Senegal released its latest consumer price index (CPI) data for October 2018. The data indicated that CPI inflation rose by only 0.1% y-o-y ...
Talking Point: Mozambique - Consumer price pressures broadly unchanged in October
The National Institute of Statistics (INE) recently released October’s consumer price index (CPI) data. According to the INE, CPI inflation was recorded at 4.75% y-o-y in October, compared to 4.89% y-...
Talking Point: DRC - The opposition’s fleeting moment of unity
On Sunday, November 11, the last day of a three-day meeting in Geneva, Switzerland, the Congolese opposition picked a unity candidate for the presidential election on December 23: the choice fell ...
Ivory Coast Annual Country Profile: Economy expected to be characterised by upbeat GDP growth and low price inflation this year
Ivory Coast’s economic growth remains upbeat, in line with the government’s continued efforts to develop infrastructure and simplify doing business in the country. Considering our low annual price inf...
SA Daily Economic Report: Morning Market Update
Eskom warns of possible power outages IFC says investors are more upbeat Opposition mounts against May’s Brexit plans US share prices trade deep in the red
NKC African Economics is majority owned by Oxford Economics, the world’s foremost independent global advisory firm. NKC clients have access to the same insights and analysis that they trust and rely on, that is now backed by Oxford Economics’ powerful models and analytical framework.
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
Available for iOS and Android, our mobile app makes it simple to access our analysis from your handheld device.
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.