Africa Needs Better Informed Angels
Large professional investors have experience and connections in-country along sectors of interest. They depend on institutional knowledge and careful record-keeping…
Taper Tantrum 2.0: Beware the TUCKANS
A year into the Covid-19 pandemic, the global economy faces an ever-increasing risk of balance of payments crises’. In fact,…
Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk
A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream…
Angola’s Headwinds: Low Oil, Large External Debt
Low oil prices, rapid currency depreciation, and large external debt redemptions have raised concerns over Angola’s debt sustainability in the…
Prince Street’s Halpert Goes Deep On “Digital Decolonization”
The term “Digital Decolonization” is one that continues to gain ground within institutional investing, primarily among those with an eye…
Zambia’s Fundamentals To Remain “Weak”
Zambia‘s very weak credit profile (Ca stable) reflects “unsustainable debt dynamics and heightened liquidity,” Moody’s Investor Service said this month.…
IMF Extends A Lifeline To Ecuador
The International Moneatry Fund (IMF) and the Ecuadorian authorities on August 28 announced they have reached a staff-level agreement to…
Latin America & Brazil: The Week Ahead
Mexico reports June trade Monday. Second-quarter GDP will be reported Thursday, which is expected to contract -21.2 percent y/y vs.…
Trade Views: Covid-19 Losses Equivalent To A Return To 1994 Tariffs
It is expected that by June, nearly all countries should have lifted their generalized “lockdowns.” However, after a 22.5 percent…
COVID-19: How India Is Managing Its Financial Markets
Policy approach echos steps taken by market peers around the world. The Reserve Bank of India (RBI) has announced a…
Emerging Markets: Where Next For Economic Development, ESG and FDI?
With a correction taking hold of financial markets that near bear territory, some form of global recession is seemingly all…
China’s Stocks Poised For Bigger Role On Global Market Stage
China is the world’s second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing…
