The softer-than-expected South African inflation reading, of 3.5% y/y in November, and weak core inflation will give the Reserve Bank plenty of confidence that it can meet its new, lower 3% inflation...

The further big fall in CPI inflation, from 3.6% in October to 3.2% in November, will surely be enough to prompt the Governor of the Bank of England to reach into his big bag tomorrow and give...

The macroeconomic backdrop has turned increasingly favourable and we expect Sub-Saharan Africa to enter its strongest period of growth in the coming years since the early 2010s. Our forecasts for most...

EM GDP growth will slow to ~3.5% in 2026-27, the weakest rate in the past three decades outside times of crisis. But there are wide divergences at a country level. Much of the weakness in EM growth...