Cookies on the
Capital Economics
Website
We use cookies to ensure that we give you the best experience on our website. Click continue to confirm that you are happy to continue to receive cookies on the Capital Economics website. Alternatively, if you would like to, you can change your cookie settings.

Capital Economics

The leading macroeconomic research consultancy

Africa

Articles
Search by topic:
Africa Economics > Africa Economics Update — Kganyago paves way for South Africa rate hikeAfrica Economics > Africa Chart Book — Nigerian politics take centre stageMiddle East & North Africa Economics > Middle East Chart Book — Saudi Arabia refuses to budgeEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth stuck at post-crisis lowAfrica Economics > Africa Economics Focus — Nigeria: What to expect after the electionEmerging Markets Economics > Emerging Markets Economics Update — Currency weakness concentrated in low-saving EMsEmerging Markets Economics > Emerging Markets Economics Chart Book — Post-FOMC relief proves short-livedAfrica Economics > Africa Economics Update — South Africa GDP Tracker points to slowdown at start of yearAfrica Economics > Africa Outlook — A difficult year aheadAfrica Economics > Africa Data Response — South Africa Consumer Prices (Feb.)
Emerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?Africa Economics > Africa Data Response — South Africa Current Account (Q4)Africa Economics > Africa Data Response — South Africa Manufacturing Production (Jan.)Emerging Markets Economics > Emerging Markets Trade Monitor — EM export downturn deepensGlobal Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessEmerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpAfrica Economics > Africa Economics Update — Nigeria’s banks look increasingly fragileMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — Fragile five whittled down to threeAfrica Economics > Africa Watch — South Africa faces lasting energy crisis
Africa Economics > Africa Economics Update — Next CBK Governor to face less pressure to start tightening cycleEmerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowAfrica Economics > Africa Economics Focus — Low commodity prices spell an era of weaker growth for SSAEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity steady, but sluggishMiddle East & North Africa Economics > Middle East Data Response — Whole Economy PMIs (Feb.)Africa Economics > Africa Data Response — South Africa Manufacturing PMI (Feb.)Global Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?Emerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationAfrica Economics > Africa Chart Book — Delay to Nigeria’s election puts naira under pressureMiddle East & North Africa Economics > Middle East Economic Updates — Central Bank of Egypt to hold off from rate cuts until Q3
Africa Economics > Africa Economics Update — Kenyan interest rates held, but will rise within 12 monthsEmerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown continuesAfrica Economics > Africa Economics Update — South Africa Budget: Tighter policy, more realistic assumptionsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceAfrica Economics > Africa Markets Monitor — Election worries hit NigeriaAfrica Economics > Africa Data Response — South Africa GDP (Q4)Emerging Markets Economics > Emerging Markets Economics Update — “Grexit” and what it might mean for EMsEmerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directionsAfrica Economics > Africa Economics Update — South Africa GDP Tracker points to strong Q4Emerging Markets Economics > Emerging Markets Economics Update — Private debt in EMs: big risk or damp squib?
Global Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?Global Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningAfrica Economics > Africa Economics Update — Weak naira unlikely to revive Nigeria’s export sectorEmerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?Africa Economics > Africa Data Response — South Africa Manufacturing Production (Dec.)Africa Economics > Africa Economics Update — Delayed elections highlight weak institutions in NigeriaAfrica Economics > Africa Economics Focus — Tougher times ahead after Nigeria’s electionAfrica Economics > Africa Watch — African Eurobond debts manageable, for nowEmerging Markets Economics > Emerging Markets Economics Update — Risks skewed towards unexpected rate cuts – for now…
Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakness concentrated in the BRICsAfrica Economics > Africa Data Response — South Africa Manufacturing PMI (Jan.)Emerging Markets Economics > Emerging Markets Activity Monitor — BRICs remain the EM weak spotAfrica Economics > Africa Data Response — South Africa Trade (Dec.)Emerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Africa Economics > Africa Economics Update — Kganyago lengthens ‘pause’, no rate hikes until 2016Middle East & North Africa Economics > Middle East Markets Monitor — Egyptian equities hit seven-year high, pound fallsGlobal Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Middle East & North Africa Economics > Middle East Economic Updates — Fall in Egyptian pound has further to runEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?
Africa Economics > Africa Markets Monitor — Naira remains under pressureEmerging Markets Economics > Emerging Markets Inflation Monitor — Divergence in EM inflation to widen further in 2015Africa Economics > Africa Economics Update — Electricity shortages to stymie South Africa’s recoveryEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Africa Economics > Africa Chart Book — Lower oil prices to delay rate hikes, but not in NigeriaEmerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnAfrica Economics > Africa Data Response — South Africa Consumer Prices (Dec.)Africa Economics > Africa Economics Update — Nigeria’s rates on hold ahead of general election
Africa Economics > Africa Economics Update — South Africa GDP Tracker points to acceleration in Q4Middle East & North Africa Economics > Middle East Economic Updates — Egyptian pound to fall further as central bank loosens its gripEmerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeMiddle East & North Africa Economics > Middle East Economic Updates — Egypt’s central bank becomes latest to cut interest ratesAfrica Economics > Africa Economics Update — Decline in oil prices not a disaster for Nigeria’s public financesEmerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeezeEmerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensusAfrica Economics > Africa Data Response — Ghana GDP (Q3) & Kenya Interest RateAfrica Economics > Africa Data Response — South Africa Manufacturing PMI (Dec.)Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?
Africa Economics > Africa Data Response — South Africa Manufacturing Production (Nov.)Emerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesAfrica Economics > Africa Economics Update — How damaging have strikes been to South Africa?Africa Economics > Africa Economics Update — How damaging have strikes been to South Africa?This article appears in multiple services — A bleak future for South Africa’s metals mining sectorAfrica Economics > Africa Watch — What to expect from Nigeria’s electionEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity still subduedGlobal Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging markets
Commodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?Global Economics > Global Economics Update — Winners and (even bigger) losers from lower oil pricesAfrica Economics > Africa Chart Book — Naira and rand in the firing lineEmerging Markets Economics > Emerging Markets Economics Chart Book — 2015 shaping up to be another lacklustre yearAfrica Economics > Africa Markets Monitor — Currencies continue to tumbleAfrica Economics > Africa Data Response — Nigeria Consumer Prices (Nov.)Emerging Markets Economics > Emerging Markets Economics Focus — Ten key questions for EMs in 2015Global Markets > Emerging Markets Markets Chart Book — Are EM corporate bonds really that vulnerable?
Africa Economics > Africa Outlook — Slowest regional growth since the late 1990sEmerging Markets Economics > Emerging Markets Trade Monitor — Falling commodity prices douse the EM export recoveryMiddle East & North Africa Economics > Middle East Data Response — Egypt Consumer Prices (Nov.)Africa Economics > Africa Data Response — South Africa Consumer Prices (Nov.)Africa Economics > Africa Data Response — South Africa Manufacturing Production (Oct.)Emerging Markets Economics > Emerging Markets Economics Update — Differentiation key to navigating EM sell offAfrica Economics > Africa Economics Update — How South Africa stands to gain from the slump in oil pricesAfrica Economics > Africa Economics Update — Fall in oil prices likely to push Angola into recessionEmerging Markets Economics > Emerging Markets Financial Risk Monitor — External debt unlikely to spur widespread stressAfrica Economics > Africa Data Response — South Africa Current Account (Q3)
Emerging Markets Economics > Emerging Markets Economics Update — Will Fed hikes trigger another leg down for EM currencies?Emerging Markets Economics > Emerging Markets Economics Focus — The end of an era for globalisation and what it means for EM tradeEmerging Markets Economics > Emerging Markets Economics Update — Smaller EM manufacturers leading the wayGlobal Markets > Emerging Markets Valuation Monitor — Turkish lira to remain overvalued despite fall in oil pricesAfrica Economics > Africa Watch — What low oil prices mean for sub-Saharan AfricaAfrica Economics > Africa Data Response — South Africa Manufacturing PMI (Nov.)Global Markets > Emerging Markets Capital Flows Monitor — Are investors set to flee emerging market assets?Africa Economics > Africa Data Response — South Africa Trade (Oct.)Emerging Markets Economics > Emerging Markets Activity Monitor — Signs of improvement in smaller EMsAfrica Economics > Africa Chart Book — Nigeria forced to hike rates, while SA & Kenya hold fire
Middle East & North Africa Economics > Middle East Economic Updates — Egyptian rates on hold amid high inflationEmerging Markets Economics > Emerging Markets Inflation Monitor — Deflation concerns spread across the emerging worldEmerging Markets Economics > Emerging Markets Economics Update — Where could the next EM rate surprise come?Africa Economics > Africa Economics Update — Further monetary tightening probably needed in NigeriaAfrica Economics > Africa Data Response — South Africa GDP (Q3)Emerging Markets Economics > Emerging Markets Economics Update — EM policymakers unlikely to follow China’s leadEmerging Markets Economics > Emerging Markets Economics Update — EM monetary policy takes divergent pathsAfrica Economics > Africa Economics Update — Nigerian naira weakness likely to prompt rate hike tomorrowEmerging Markets Economics > Emerging Markets Economics Update — How will QE in Japan and the euro-zone affect EMs?Emerging Markets Economics > Emerging Markets Economics Chart Book — Lower commodity prices bring mixed news for EMs
Africa Economics > Africa Economics Update — South Africa holds rates, but signals tightening on the wayAfrica Economics > Africa Markets Monitor — Nigerian naira under fireAfrica Economics > Africa Data Response — South Africa Consumer Prices (Oct.)Global Markets > Emerging Markets Markets Chart Book — Brighter times should lie ahead for EM equitiesAfrica Economics > Africa Economics Update — Ghana rate hike more presentational than practicalEmerging Markets Economics > Emerging Markets Trade Monitor — Fragile EM export recovery facing more headwindsAfrica Economics > Africa Data Response — South Africa Manufacturing Production (Sep.)Africa Economics > Africa Watch — South Africa gets serious about fiscal consolidationAfrica Economics > Africa Economics Update — Naira’s decline increases chance of a rate hikeEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2014)
Emerging Markets Economics > Emerging Markets Economics Update — Export-oriented manufacturers faring wellAfrica Economics > Africa Economics Update — Higher interest rates on the horizon in KenyaAfrica Economics > Africa Data Response — South Africa Manufacturing PMI (Oct.)Global Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth sinks further on BRICs weaknessAfrica Economics > Africa Chart Book — Slower inflation might delay, but not prevent, rate hikesEmerging Markets Economics > Emerging Markets Economics Update — The end of QE and what it means for emerging marketsGlobal Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesAfrica Economics > Africa Markets Monitor — South Africa outperforms struggling SSA marketsEmerging Markets Economics > Emerging Markets Economics Update — US recovery not helping all EMs