Africa Economics Weekly China’s exports, South Africa’s latest GNU policy fight Chinese trade data out this week showed that the surge in exports to Africa continued, which most countries in the region seem to be welcoming. And taken together with efforts to reduce the costs of... 24th October 2025 · 5 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Oct. 2025) Capital inflows into EMs have held up well over the past month, largely a result of strong flows into equity markets (Korea in particular). While we expect EM currencies to depreciate over the next... 23rd October 2025 · 0 mins read
Africa Rapid Response South Africa Consumer Prices (Sep' 25) South Africa’s weaker-than-expected headline inflation reading of 3.4% y/y for September should do more than enough to sway the Reserve Bank to restart its monetary easing cycle next month, with the... 22nd October 2025 · 2 mins read
Africa Economics Weekly Odinga’s passing, oil prices drop, Nigeria inflation The passing this week of Raila Odinga, a prominent politician in Kenya, is likely to result in his party being less committed to the governing alliance with President Ruto’s United Democratic Alliance... 17th October 2025 · 7 mins read
Emerging Markets Economics Update Friends with benefits: the US, Argentina and other EMs The US’s recent pledge of support for Argentina raises the question of whether other EMs facing financial difficulty might receive similar assistance. Pakistan and Jordan are potential candidates, as... 16th October 2025 · 4 mins read
Event Drop-In: Nigeria’s economic outlook – Reform momentum and policy risks 23rd October 2025, 3:00PM BST Nigeria’s economy appears to be responding to President Bola Tinubu’s reforms, with growth accelerating to a four-year high.
Africa Rapid Response Nigeria Consumer Prices (Sep' 25) The sharp drop in Nigeria’s headline inflation rate to 18.0% y/y last month is likely to prompt the Central Bank of Nigeria to continue cutting interest rates, and by more than most expect, over the... 15th October 2025 · 1 min read
Africa Economics Update South Africa activity remains bumpy The South African activity data for August showed that the retail sector is struggling, but it looks like the economy will post reasonable growth in the third quarter on the back of rising output in... 15th October 2025 · 2 mins read
Africa Economics Update What to watch out for as Côte d’Ivoire votes? Côte d’Ivoire’s presidential election is just a few weeks away and, while incumbent President Ouattara looks set to retain office, democratic backsliding raises the risk that unrest breaks out around... 13th October 2025 · 4 mins read
Africa Economics Weekly Kenya-Angola fiscal worries, Cocoa Price, Uganda GDP Angola joined Kenya this week in tapping the dollar bond market, but both countries continue to face fiscal consolidation challenges, meaning sovereign default concerns will linger. Meanwhile, Côte d... 10th October 2025 · 5 mins read
Africa Economics Weekly Nigeria reforms, Ghana and Kenya inflation President Tinubu used his Independence Day address this week to talk up recent improvements in GDP growth and the balance of payments position. He also celebrated the jump in tax revenue this year... 3rd October 2025 · 5 mins read
Emerging Markets Economics Update Fiscal realities now biting in some major oil producers The 2026 budgets announced in Russia and Saudi Arabia in the past week point to significant fiscal tightening following declines in oil revenues and budget blowouts this year. Pressures for fiscal... 2nd October 2025 · 4 mins read
Africa Chart Pack Africa Chart Pack (Sep. 25) Growth across Sub-Saharan Africa is set to pick up over the next couple of years helped by a more stable macro environment, lower inflation and looser monetary policy, with many central banks set to... 30th September 2025 · 0 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Sep. 2025) Capital inflows into EMs continued last month, with the restart of Fed easing and further declines in the dollar supporting bond inflows in particular. While we expect EM currencies to depreciate over... 26th September 2025 · 0 mins read
Africa Economics Weekly AGOA expiry looms, Taiwan chips curbs, Nigeria GDP The African Growth and Opportunities Act (AGOA) is set to expire on Tuesday and, while this would deal only a modest blow at a macro level, it would mark yet another way in which the US is disengaging... 26th September 2025 · 5 mins read
