Africa Chart Pack Africa Chart Pack (May. 2025) We expect economic prospects in Sub-Saharan Africa to continue to improve. The direct headwinds from the US’s protectionist shift look to be limited and terms of trade look set to improve for most... 28th May 2025 · 0 mins read
Africa Economics Weekly Africa Weekly: SSA fiscal slippage, SA reforms, Ghana inflation Leaders across Sub-Saharan Africa faced with fiscal strains are embracing tax reform rather than rises to maintain fiscal consolidation efforts, but we doubt that this will be sufficient to prevent... 9th May 2025 · 5 mins read
Africa Economics Update China’s export surge and what it means for Africa The prospect of a flood of low-cost Chinese exports to African shores may help those economies suffering from high inflation but it risks undermining the growth of domestic industry. Governments in... 1st May 2025 · 5 mins read
Africa Chart Pack Africa Chart Pack (Apr. 2025) Economies across Sub-Saharan Africa will likely see limited direct impact from the protectionist shift that the US is embracing. But the bigger growth worry should come from the US trade turmoil... 16th April 2025 · 0 mins read
Africa Economic Outlook Africa Economic Outlook: Stronger growth but debt concerns to persist Economies across Sub-Saharan Africa are amongst the least affected EMs by the protectionist shift that the US is embracing. And growth in the region is set for a modest pick-up on the back of lower... 28th March 2025 · 19 mins read
Africa Chart Pack Africa Chart Pack (Feb. 2025) Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some... 13th February 2025 · 0 mins read
Africa Chart Pack Africa Chart Pack (Jan. 2025) Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some... 30th January 2025 · 0 mins read
Africa Economics Weekly Africa Weekly: Weak rand and the SARB, Ghana and Nigeria inflation The rand’s recent weakness has raised worries in the market that the SARB’s easing cycle will slow. There are upside risks to our rates forecast, but we still believe tight fiscal policy and spare... 17th January 2025 · 6 mins read
Africa Chart Pack Africa Chart Pack (Dec. 2024) Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa next year. A shift towards trade protectionism in the US will hurt certain sectors in certain... 18th December 2024 · 0 mins read
Africa Economics Weekly SA activity, naira gains to fade, Ghana election While data out this week showed renewed struggles in South Africa’s mining sector, other figures suggest that a recovery has taken hold in Q4, which should accelerate next year with help from lower... 13th December 2024 · 6 mins read
Africa Economics Weekly SA GDP, Biden’s Angola visit, Ghana election The surprise 0.3% q/q contraction in South Africa’s GDP was largely due to a slump in agriculture which should unwind. Along with low inflation and continued monetary easing, we expect the economic... 6th December 2024 · 7 mins read
Africa Economics Update Ghana’s election: after the crisis The main presidential candidates and their parties in Ghana’s upcoming election appear to be committed to restoring fiscal discipline and getting inflation under control. That said, the opposition NDC... 3rd December 2024 · 9 mins read
Africa Chart Pack Africa Chart Pack (Nov. 2024) Lower inflation and interest rates, as well as easing supply-side constraints, should lead to a pick-up in regional growth in the coming quarters. But multiple headwinds, including (for some) a... 27th November 2024 · 0 mins read
Africa Chart Pack Africa Chart Pack (Oct. 2024) Disinflation and looser monetary policy are setting the scene for stronger growth across Sub-Saharan Africa, and we expect growth to pick up in the coming quarters. But there are several headwinds... 31st October 2024 · 0 mins read
Emerging Markets Economics Focus EM debt restructurings: light at the end of the tunnel? Several EMs have reached provisional agreements with creditors to restructure their sovereign debts in recent months, including Zambia, Ukraine, Sri Lanka and Ghana. In principle, restructurings... 17th October 2024 · 21 mins read
Africa Economics Weekly Mozambique’s election, SA surveys, Ghana debt deal Mozambicans head to the polls on Wednesday with the ruling Fremilo party widely expected to hold on to power. The elections come amid growing signals that key gas projects, which are vital to the... 4th October 2024 · 5 mins read
