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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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Pakistan: 4G Investment Strengthens Warid

A stronger commitment to invest in infrastructure and the roll-out of LTE services indicates that Warid Telecom will be a more proactive contributor to the development of Pakistan's mobile sector...

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Hawkish Noise Expected from South Africa

This week, our focus is on rate decisions in Nigeria and South Africa. We expect both central banks to remain on hold at 13% and 5.75% respectively. Looking ahead, we expect tightening in both...

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