Mon Sep 21, 2009 16:58 UTC |
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...]
Tags: Africa, currency, FX, Kenya, south africa, Sub-Saharan Africa, Uganda, Yield, Zambia
Posted in: Africa, Currencies, Equities
Fri Jul 3, 2009 17:46 UTC |
Business Monitor’s Emerging Europe team has been cautious regional financial markets over the past several weeks, holding a neutral position across asset classes in the company’s in-house market portfolio since June 12. The long equity positions the team had held through the end of March to early June continue to look shaky amid technical signs [Read more...]
Tags: Bonds, Fixed Income, Forint, Hungary, interest rates, treasury, Yield
Posted in: Emerging Europe, Financials