Senegal – another big rebasing to GDP Published by Charles Robertson on 2 November 2017 We think Senegal is one of the good news stories in sub-Saharan Africa, which will be reinforced as GDP is revised up by perhaps 30% in 2018.
Who’s got the biggest economy in Africa? Published by Charles Robertson on 12 October 2017 Nigeria may have lost out to South Africa in terms of being the largest economy in Africa in 2017, but this South African resurgence won’t last for too long.
Why literacy rates should be taken seriously by investors in Africa Published by Charles Robertson on 27 July 2017 You need 40% literacy to grow sustainably and 70-80% to industrialise.
Latin American lessons for Africa Published by Charles Robertson on 22 March 2017 We think Chile since the 1960s and Peru since the 1970s offer useful lessons for sub-Saharan African commodity exporters such as Zambia.
Profit-making idea: Egypt is a Trump trade Published by Charles Robertson on 9 March 2017 The country is a structural reform story that is attracting investors.
How’s that fight against corruption going then? Published by Charles Robertson on 25 January 2017 Africa has winners and losers.
Ivory Coast – Africa’s best macro story? Published by Charles Robertson on 19 January 2017 Outlining the risks and opportunities in an economy which the IMF estimates is on course to double every decade.
Beware of pundits talking about seismic political shifts Published by Charles Robertson on 12 November 2016 Politics has not changed as much as it appears, writes Charles Robertson.
Why east Africa is ripe for industrialisation Published by Charles Robertson on 20 October 2016 ‘In the coming five years, we think sub-Saharan Africa will compete with south Asia.’
Why is Ghana 25 times more successful than Nigeria at attracting tourism revenues? Published by Charles Robertson on 14 September 2016 Tourism should be an easy win for emerging and frontier market economies.
Egypt joins Nigeria on the reform path again Published by Charles Robertson on 27 July 2016 Two of Africa’s three biggest economies are making themselves investable again after an overly-long period where foreign exchange policy deterred investors.
Zimbabwe – in crisis, again Published by Charles Robertson on 12 July 2016 The underlying problem is that hyperinflation wiped out private sector savings, and the government failed to grow its own savings during the boom-time.
Ethiopia: Eggs, omelettes and IPOs Published by Charles Robertson on 12 April 2016 Ethiopia breaks a lot of Washington Consensus eggs to produce a surprisingly impressive growth omelette.
Charles Robertson on why there is much to like in Nigeria Published by Charles Robertson on 11 February 2016 We have always maintained that Nigeria’s future does not lie with oil, and are encouraged by the high quality government team that is pushing hard for diversification.
