• 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...
• 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...
• 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 ...
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...
• 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...
• 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...
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...
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...
• 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...
• 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...
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