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African ECM's Rising Fundamentals

Africa is enjoying its moment in the equity capital market (ECM) spotlight in 2015. Building on the strong performance of share sales across the continent last year, ECM activity in Africa so far...

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Vodacom Must Spend More To Grow More

Although the initial impact of MTR cuts and the worst of price competition is over in South Africa, it will require heavy capital investments for Vodacom to shift is focus towards higher value...

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Exiting Bullish Argentine Oil and Gas View

We are exiting our bullish Sector Strategy view on Argentine oil and gas, expressed through the American depositary receipt (ADR) of state-owned Yacimientos Petrolíferos Fiscales (YPF), with an...

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