Choose the category below to
refine article list

Regions

Search Results

Results: 1 - 20 of 29 for 
Display 
 per page
Sort result by 
  • Kenya – February BSI: Losing momentum - Updated Fri February 27, 2015

    Kenya’s BSI continued its correction in February • February BSI fell to a series low of 47.0, from 58.5 in January • Three-month BSI average is still above 50, indicating expansion...

  • 25-Feb – CNY’s sheepish start to the Year of the Goat - Updated Tue February 24, 2015

    Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX marke...

  • Kenya – January BSI: Still-strong growth trends - Updated Thu January 29, 2015

    Kenya’s BSI Index corrected in January after a strong holiday season • January BSI fell to 58.5 from a series high of 69.1 in December • Seasonal effects aside, the trend is favourable; three-month BSI continues to trend higher...

  • SSA rates 2015 − Battling a bearish FX bias - Updated Tue January 27, 2015

    Nigeria: Oil-price weakness and FX outlook constrain offshore bid; bonds offer value onshore • Ghana: GHS bonds look nominally attractive, despite FX, convertibility and investment-horizon risks • Kenya: KES infrastructure bonds will likely contin...

  • Kenya – December BSI: Holiday-season boost - Updated Wed December 31, 2014

    Business sentiment in Kenya was 69.1 in December after 62.1 in November • Stronger output and new orders helped boost business sentiment • Holiday sales raised indicators significantly...

  • Kenya – Growth optimism and security - Updated Fri December 12, 2014

    • Kenya will probably benefit from lower oil prices in the very near term • Credit growth is healthy; rebasing has revealed a faster growth trend • Issues around security and meaningful fiscal devolution must still be resolved...

  • 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...

  • Kenya – November BSI: Christmas is coming - Updated Fri November 28, 2014

    Business sentiment in Kenya bounces back to 62.1 in November, from 53.4 in October • Rising external demand and easier credit availability help lift business sentiment • The approach of the festive season may be providing a significant lift to ind...

  • Kenya – Shrugging off October’s BSI correction - Updated Fri October 31, 2014

    • The Standard Chartered MNI Business Sentiment Indicator declined to 53.4 in October • This followed a surge to a series high of 65.3 in September, most likely driven by seasonal factors • Nonetheless, the findings are still consistent with an ...

  • Kenya – The allure of international borrowing - Updated Fri October 17, 2014

    • Pricing on eurobond reflects favourable sentiment towards the sovereign • Business confidence appears robust, pointing to a likely growth acceleration • The MPC has pledged to pursue a tightening bias through the use of OMOs...

  • Reminder: Bridging the data gap – Launch of our Africa indicators - Updated Fri October 10, 2014

    • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: Razia Khan, Managing Director, Head, Africa Macro Research, London • Topics include: • Data quality in Africa – why it matters • How Stand...

  • Bridging the data gap – Launch of our Africa indicators - Updated Wed October 8, 2014

    • You are cordially invited to join us for an exclusive conference call presentation (with Q&A) with: • Razia Khan, Managing Director, Head, Africa Macro Research, London • Data quality in Africa – why it matters • How Standard Chartered is ...

  • Kenya – Bridging the data gap - Updated Thu October 2, 2014

    We introduce the Standard Chartered MNI Business Sentiment Indicator • This is a diffusion index, measuring confidence in current and future economic conditions • Business confidence surged to a series high of 65.3 in September 2014 • Both curren...

  • Cote d’Ivoire and Kenya – A tale of two comebacks - Updated Wed September 3, 2014

    • Kenya and CDI are both making an economic comeback since political stability has been restored • Similar economic structures; but fiscal and external account dynamics are more favourable in CDI • Both still face a degree of political risk • Lo...

  • 03-Jul – ADP: Heads-up or head fake for NFP? - Updated Wed July 2, 2014

    Top 3 data/events • Malaysia – Exports likely remained strong • Philippines – Inflation is still on an uptrend • Kenya – We now expect the CBK to remain on hold at July’s MPC meeting • Market focus • Markets expectations for June NFP will be s...

  • Kenya – The economics of sporting success - Updated Tue June 10, 2014

    • With East Africa on the cusp of an oil & gas boom, there are many reasons for optimism • However, Kenya must compensate for decades of underinvestment in infrastructure • A ‘future orientation’ is needed, forgoing some consumption today, to ...

  • 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...

  • 10-Jan – India’s inflation to slow; buy 5Y GoISecs - Updated Thu January 9, 2014

    Top 3 data/events • Kenya – Policy rate expected to stay on hold until Q3 • Taiwan – TWD NEER weakness expected to aid export outlook • United States – A moderate increase in December payrolls is likely • Market focus • December CPI is likely...

  • Kenya – Above-trend growth still in sight - Updated Tue October 8, 2013

    • Despite a likely setback to tourism, we expect Kenya’s economy to be largely resilient • Even given weaker-than-expected headline GDP in Q2, many other sectors outperformed • Fiscal revenue in Q1-FY14 was above the budget target • Higher headli...

  • Africa Focus – Long-term fundamentals - Updated Tue October 8, 2013

    • The Fed’s decision to postpone tapering QE in September led to a relief rally in some markets. In others, the focus on more negative credit fundamentals remains. With tapering of QE still expected eventually, we look at the underlying trend in mor...



  • 1
  • 2
Go to page
  

New User

Find out more about our research

Straight2Bank User

Please access our research via your Straight2Bank account

Trade idea

25-Feb – CNY’s sheepish start to the Year...

Top 3 data/events • Hong Kong – January exports probably stayed soft • Kenya – CBK expected to keep rates on hold, despite deflation • Japan – Key January data to show recovery; inflation likely slowed • Market focus • China’s onshore FX market reopens amid sustained onshore demand for...

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.