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…

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Central Banks need Weird Barbies By Charles White Thomson, CEO, Saxo UK

Central Banks need Weird Barbies By Charles White Thomson, CEO, Saxo UK

In this commentary, Charles White Thomson, CEO at Saxo UK, explains how he wants institutions like the Bank of England’s Monetary Policy Committee to have their own Weird Barbies so that we can break the cycle of groupthink. Inspiration comes in strange places and as I sat watching Barbie, the charismatic Weird Barbie struck a chord with me. She reflects an antidote to group think, lethargy and the popular dumbing down at the institutional and…

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Stears Announced as Lead Sponsor of AFSIC – Investing in Africa 2023

Stears Announced as Lead Sponsor of AFSIC – Investing in Africa 2023

Stears, one of the world’s leading providers of African data and insights, has been announced as the Lead Sponsor of AFSIC – Investing in Africa 2023. AFSIC 2023, Africa’s Investment Event, which will be held in London on the 9th and 10th October 2023, is the meeting place for focused networking, discussions and executing African investment deals. It has for the past ten years delivered year on year growth as well as success for African…

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Exploring the Potential of Sovereign Wealth Funds in Senegal, Mauritania

Exploring the Potential of Sovereign Wealth Funds in Senegal, Mauritania

DAKAR (Capital Markets in Africa) Sovereign wealth funds in Senegal and Mauritania can serve as tools for managing oil and gas revenues and promoting sustainable development. MSGBC Oil, Gas & Power 2023 conference – which is organized by Energy Capital & Power – will host panel discussions exploring the crucial role sovereign wealth funds can play in helping Senegal and Mauritania address inadequate investments in energy projects developments for energy security. With first oil and…

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The role of financial institutions in increasing the pace and scale of Africa’s Renewable Energy Transition

The role of financial institutions in increasing the pace and scale of Africa’s Renewable Energy Transition

By James Agin – Executive – Corporate and Investment Banking Absa Bank Kenya The urgent need to combat climate change has thrust renewable energy into the global spotlight. As governments, businesses, and individuals grapple with the challenges of reducing carbon emissions, the role of financial institutions in supporting and propelling the renewable energy transition is becoming increasingly prominent. The financial services sector, with its financial power, extensive networks, and ability to drive systemic change, has…

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The future of trade finance in sub-Saharan Africa amidst hard currency challenges

The future of trade finance in sub-Saharan Africa amidst hard currency challenges

PORT LOUIS (Capital Markets in Africa) – International Trade is conducted in the currencies of major economic powers, largely the US dollar, European Union Euro, Japanese Yen, Chinese Yuan, and UK Pound Sterling. Thus, these currencies clearly have a major impact on how trade is conducted across borders globally, including on the African continent. By the same token, it is important to note that a foreign currency shortage occurs when the demand for the currency…

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Investors eye UK interest rate decision and lower China growth forecasts

Investors eye UK interest rate decision and lower China growth forecasts

Susannah Streeter, head of money and markets, Hargreaves Lansdown: Investors are lacking Monday motivation today as caution returns amid worries about global growth, ahead of the Bank of England decision on interest rates and testimony from the world’s most influential central banker, the Fed’s Jerome Powell. European indices have opened lower with the FTSE 100 on the backfoot as investors mull what’s ahead for the path of interest rates, given the stubbornness of inflation, while…

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