While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of staying power in 2021. In the wake...

After attacks on Palma in northern Mozambique in which dozens of civilians, including a South African and a Briton, lost their lives, Total pulled...

The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the tracker’s six categories. The recovery...

The sharp rise in long-term Treasury bond yields has led to widespreadspeculation that the Federal Reserve will intervene to tamp down long-term...

As financial markets started pricing in stronger US economic growth and inflation because of Joe Biden’s stimulus plan, US bond yields have risen....

Global bond yields have risen sharply over recent weeks to become more in line with fair value. Previous episodes have demonstrated that what...

While risk assets are being carried by the tailwinds of strengthening global trade prospects, a policy-led weakening of the US dollar, and vaccine...

To fight the worst economic recession in Singapore’s history, the Finance Minister, Heng Swee Keat, delivered close to S$100bn (20% of GDP) worth...

Expectations of a supportive macro policy environment have underpinned our positive 2021 outlook for India for some time. Despite the impressive...

Africa watchlist 2021

Posted by Jacques Nel on Feb 2, 2021

Our Africa watchlist for 2021 includes a look at why Covid-19 will remain a concern throughout 2021 and why the commencement of AfCTFA will have...