Choose the category below to
refine article list


Search Results

Results: 1 - 10 of 10 for 
 per page
Sort result by 
  • Uganda – Oil impact is mixed - Updated Fri December 12, 2014

    • Uganda will benefit from a lower import bill, but some oil exploration may be deferred • Government spending likely to increase ahead of 2016 elections • BoU seen tightening interest policy in 2015 in response to pressure on the UGX ...

  • Africa – 2015: The winners and the losers - Updated Tue December 2, 2014

    GDP growth will likely remain robust in 2015; oil prices will be a key differentiator • Interplay between domestic politics and resource taxation regimes will be closely watched • Expectations of rising resource revenue have driven Eurobond issuan...

  • Uganda – Ahead of oil production - Updated Fri October 17, 2014

    • Public infrastructure spending and buoyant credit trends to support growth • Fiscal consolidation appears unlikely – we expect upside risks to Uganda’s borrowing requirement • Elections are due in 2016; prime ministerial reshuffle suggests polit...

  • Africa overview - This time (still) for Africa - Updated Tue June 10, 2014

    • Further ECB easing provides a boost to African frontier markets; Kenya an early beneficiary • We look for spikes in USD-NGN to enter short-term FGN bill positions • IMF funding may be a potential positive for Ghana, as it was for Zambia...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...

  • Measuring sustainable development - Updated Wed September 18, 2013

    Most countries now aim to achieve ‘sustainable development’, not just maximum GDP growth. But what does this mean? How can it be measured? And how does it relate to the concept of human well-being and to ‘happiness economics’? • We present a new St...

  • Africa – Local markets outlook - Updated Tue July 16, 2013

    • Local fundamentals are likely to prevail now that some element of an early tapering of QE is priced in • We remain Overweight FX and duration on Nigeria on supportive fundamentals and valuations • We also maintain an Overweight duration stance o...

  • Africa overview – Brighter prospects ahead - Updated Tue July 16, 2013

    • Growth momentum in Sub-Saharan Africa remains largely positive, despite uncertainty related to Fed tapering expectations and slowing trend growth in China • African economies will not be impacted uniformly by a reduction in QE. More liquid marke...

  • Africa Focus - A wealth of diversity - Updated Wed July 10, 2013

    • Prospects in the Sub-Saharan African region remain largely positive, despite uncertainty related to market expectations of Fed tapering, and a slowdown in China’s growth trend to more sustainable levels. • South Africa is more susceptible to glob...

  • 04-Jun – ECB on hold as activity claws its way back - Updated Mon June 3, 2013

    Top 3 data/events • Australia – Q1 GDP growth was likely below trend at 0.5% q/q • Philippines – BSP expected to keep policy rate on hold, cut SDA rate • Uganda – We close our trade amid deteriorating sentiment onshore • Market focus • Euro-a...

Go to page

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.