We will be hosting a Webinar on the 28th of October at 16h00 (SAST) together with our market research partners, ETM Analytics. We will cover the following topics,
- Global dollar liquidity and the support it has provided for African assets and economies
- Tighter monetary policy will lead to more liquidity pressures across the continent
- The shift in policy rhetoric in China and what that means for Africa
- China business cycle
- The impact of inflation and input costs on corporate profitability, which in turn impacts Chinese demand
- Power curbs and the impact on productive capacity and commodity demand
- The impact of tighter monetary policy and signs of slowing activity in China on commodities
- The commodity outlook and the impact for commodity-producing countries
- COVID-19 and the impact it has had on fiscal dynamics in Africa
- Vaccines and the impact it is having on tourism and trade
- The importance of fiscal, FX and macroeconomic resilience for African assets
- Long term outlook for African countries through the lens of ETM’s demographic model
More information to follow.
For more details email us directly at info@icapfrica.org