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• We forecast that the BoZ will keep its benchmark policy rate on hold at 13.50% over the remainder of 2024, after a surprise 100 basis point hike at its May meeting, as inflation will remain above the bank’s 6-8% target range for the duration of the year on currency volatility and constrained food supply.
• We do not expect monetary easing to

The lack of adequate addressing and digital mapping have significantly hindered the development of e-commerce in Sub-Saharan Africa (SSA) and have resulted in delivery issues and reduced consumer trust. While this presents significant investment opportunities in mapping infrastructure, data management, and localised mobile apps to improve logistics

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• We expect to see further civil unrest in Georgia in the wake of the Foreign Agents Bill passing its third and final reading on May 14 and in the run up to the October 26 election.
• The bill’s adoption will damage Georgia’s EU aspirations severely, but we think Brussels is unlikely to revoke its candidacy status for fear of further pushing

Please Note: BMI is enhancing its risk analysis with a new scoring system following its acquisition of GeoQuant, a market-leading provider of political risk data. From March 27 2024, risk scores are inverted: zero now represents the lowest risk and 100 represents the highest risk. This allows for clearer, industry-standard assessments. For further

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• On May 14 2024, the Australian government released its Federal Budget statements for 2024-25, which includes an AUD22.7bn outlay for the 'Future Made in Australia' package. This will support our expectation that Australia will be a key leader in the global push towards a low-carbon energy transition.
• We believe that the Federal Budget will

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• The integration of continuous glucose monitoring systems with remote patient monitoring platforms will be supported by partnerships, led by Dexcom. 
• Senseonics will continue to emerge as a competitor in the CGM market through its partnership with Rimidi and following iCGM designation status of its Eversense CGM. 
• Increased governmental

Latest Development: Telecom Argentina’s Q124 earnings call reiterated the company’s commitment to invest into fibre-to-the-home (FTTH), mobile networks and 5G development, with the recent strengthening of the Peso underpinning improvements in bottom-line figures. Should the Peso continue to appreciate, coupled with a deceleration in inflation, this

Latest Development: PAIX Data Centres (PAIX) has partnered with the Djibouti Sovereign Fund to establish a cloud- and carrier-neutral data centre in Djibouti. Slated to open in 2026, it will feature a maximum IT load of 5MW and offer advanced infrastructure and interconnectivity, leveraging Djibouti's position as a key gateway to undersea cables in

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• Q124 GDP growth estimates for Central and Eastern Europe (CEE) have confirmed our expectations for a gradual acceleration in economic activity across the region.
• Robust wage growth and falling inflation has bolstered real disposable incomes in the region, which has supported a firmer consumption recovery than seen in DM European economies.
• Th

Latest Development: The proposed legislative revision to the Telecommunications Regulatory Commission Act in Sri Lanka is looking to open the market for macro telecom site construction to independent towercos, breaking away from the current model of joint management and funding between MNOs and the government. If enacted, the proposal would greatly