Editorial | - Part 4

Bitcoin and the Planet: A look at energy consumption

LONDON (Capital Markets in Africa) – There was some snark thrown around in February when Elon Musk’s Tesla announced its purchase of $1.5 billion of bitcoin out of their corporate treasury. Musk has been outspoken on the role of fossil fuels in causing climate change. The businesses which Musk leads are explicitly tackling this challenge. To cite the company’s website: “Tesla’s mission is to accelerate the world’s transition to sustainable energy”. Not long after this…

Value Investing: Capitulation or Opportunity?

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LAGOS (Capital Markets in Africa) – Value stocks trade at prices below their fundamental value. If prices of stocks converge towards their fundamental values then it is natural to expect value stocks to outperform their more expensive peers, at least on average. This outperformance is known as the value premium. Value stocks have severely underperformed in recent years, leading many investors to question the relevance of value investing or even to contemplate its demise. However,…

Bond market riot: Rates are rising but is it sustainable?

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LONDON (Capital Markets in Africa) – The new year has awoken the bond market from its slumber. What began as a gradual climb in nominal yields from the summer accelerated in February with the yield on the US 10-year Treasury note briefly topping 1.6%, and significant moves higher globally including in Australia and the UK. Moves of this speed are rare, so Janus Henderson dedicated an ISG meeting to ask why global yield curves have…

INTO AFRICA Sep-Oct 2020 Edition – Africa Economy: A Tipping Point

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Welcome to the Sep/Oct 2020 edition of INTO AFRICA, a publication written by professionals, for professionals, investors, policymakers … We Advance and provide fresh insights into Africa’s emerging markets through renowned thought leadership and peer-to-peer knowledge sharing. This edition is titled: Africa Economy: A Tipping Point. The coronavirus pandemic (COVID-19) has splintered the world economy, exposing social responsibility and governance fault lines across continents. The substantial shifts in society, its institutions and individuals during the…

INTO AFRICA May-June 2020 Edition – COVID-19 Pandemic: Africa’s Share

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LAGOS (Capital Markets in Africa) – Welcome to the May/June 2020 edition of INTO AFRICA, a publication written by the professionals, for professionals, investors, policymakers … We Advance and provide fresh insights into Africa’s emerging markets through renowned thought leadership and peer-to-peer knowledge sharing. This edition is titled: COVID-19 Pandemic: Africa’s Share. The Coronavirus disease 2019 (COVID-19), caused by SARS-CoV-2 was declared a pandemic by the World Health Organization (WHO) on March 11, 2020. The disease that…

INTO AFRICA March-April 2020 Edition – X-ray on Africa’s Fundamentals

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LAGOS (Capital Markets in Africa) – During these difficult times, we wish you and your loved ones health, happiness and brighter days ahead. Welcome to the March/April 2020 edition of INTO AFRICA, a publication written by the professionals, for professionals, investors, policymakers … We Advance and provide fresh insights into Africa’s emerging markets through renowned thought leadership and peer-to-peer knowledge-sharing. This edition is titled: “X-Ray on Africa’s Fundamentals”. Looking at the economic and market outlook…

INTO AFRICA February 2020 Edition – Lens on Africa’s Economy in 2020

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LAGOS (Capital Markets in Africa) – Wish you a prosperous year 2020 and welcome to the February 2020 edition of the INTO AFRICA, a publication written by the professionals, for professionals, investors, policymakers … Advancing and providing fresh insight into Africa’s emerging markets through renowned thought leadership and peer-to-peer knowledge-sharing. This edition provides insight and foresight into African economies from economists and analysts, hence the edition titled: Lens on Africa’s Economy in 2020. Last year…

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