BMI’s Africa team cautions that political risk in Sub-Saharan Africa may be on the rise as a full-blown leadership crisis continues to escalate in Nigeria. Alan Cameron and Lisa Lewin provide some insight into an increasingly tense political situation, sharing their views on potential outcomes from the ongoing crisis. The next couple of weeks and [Read more...]
Risk Watchdog is not shy about promoting his views to anyone who will listen. Yesterday, I had the opportunity yesterday to talk to a group of potential exporters to East Africa at an event organised by the London Chamber of Commerce and Industry and hosted by Barclays, about why I and my colleagues at Business [Read more...]
Regular readers of RiskWatchdog will recall that back in July, I flagged up the upside potential of several sub-Saharan African currencies. At that time, the units looked well-positioned to appreciate, thanks to rising global risk appetite, bullish technical patterns and the high yields on offer. I am pleased to say that this view has played [Read more...]
Markus Schneider and Lisa Lewin from BMI’s Africa desk introduce next month’s theme of Business Monitor’s ‘Roundtable Discussion’. With the global recession in full swing, why will Sub-Saharan Africa outperform most EM regions?
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