Why we focus on the Emerging Markets consumer

Why we focus on the Emerging Markets consumer

A thoughtful investor I know asked whether focusing solely on the consumer in our EM strategy “was still appropriate.” Given this is our exclusive focus it rather took me aback. Granted, our growth proposition has been under the hose for 18 months now (as has growth all around the world) with analysts cutting forecasts in the face of rising inflation and rates. Additionally, the almost frenzied pursuit of AI has seen what interest there has…

Read More

The Politics of African Debt Restructuring By Pangea-Risk

The Politics of African Debt Restructuring By Pangea-Risk

LONDON (Capital Markets in Africa) — PANGEA-RISK (www.PANGEA-RISK.com) jointly published a white paper on THE POLITICS OF AFRICAN DEBT RESTRUCTURING, with Acre Impact Capital, on the need to prepare Africa’s distressed sovereigns for a new wave of sustainability capital.  Download the document here: https://apo-opa.info/3oL0I9h The report finds that by 2024, many of Africa’s debt-distressed sovereigns will have successfully restructured their most unaffordable loans, whether domestic or external obligations, placing these countries in much better stead to…

Read More

Building trust in digital payments in Africa

Building trust in digital payments in Africa

While cash and mobile money remain the dominant payment methods in Africa, they come with significant challenges. Cash is inefficient, insecure, and expensive, while mobile money services often lack the necessary regulatory support to operate independently. However, key emerging trends in the sector are helping to drive meaningful financial inclusion across the continent, notes Mark Dankworth, President of Business Development Africa at leading Banking as a Service and embedded finance enablement partner, Ukheshe. One of…

Read More

Global: Recent bank problems have not derailed our outlook

Global: Recent bank problems have not derailed our outlook

LONDON (Capital Markets in Africa): Over recent months the world economy has continued to prove more resilient than expected to the raft of shocks that it has faced over the past year or so. After a slightly better-than-initially-expected end to last year, clearer signs have emerged that Q1 should prove a pretty solid quarter for the world economy. China has rebounded more sharply than we expected a couple of months ago following the ending of…

Read More

Cybersecurity budgets: The delicate balance of spending money to save money

Cybersecurity budgets: The delicate balance of spending money to save money

JOHANNESBURG (Capital Markets in Africa) – Allocating sufficient budget to cyber threats can be a complex issue that requires the cooperation and coordination of all executives within an organisation. When a company’s financial and reputational welfare is at stake, it pays to effectively calculate the priority such risks should be awarded during budgeting, says Ryan Mer CEO at eftsure Africa, a Know Your Payee™ (KYP) platform provider. For CFOs, it’s not a question of whether…

Read More

China: Risk of macro fallout will see policy err on side of caution

China: Risk of macro fallout will see policy err on side of caution

LAGOS (Capital Markets in Africa): Our house view is that recent bank failures are largely contained and in and of themselves do not represent a systemic threat. But market repricing and a shifting economic environment in the US/EU, alongside the PBOC’s surprise RRR cut, have led some to (once again) question China’s recovery and any associated contagion risk from tighter US and global financial conditions. This is so despite the recent contrast between US and…

Read More
1 2 3 4 259