All posts of ankpartners

MENA: Geopolitical risks threaten 2018 economic growth prospects

While economic activity is expected to gather steam this year following the dismal performance in 2017, growth will remain at relatively low levels. Although the rally in oil prices is helping the economic recovery among oil-exporting economies, fiscal imbalances remain large and continue to put a dent in governments’ ability to shore up the real […]

Ambiente para investir em matérias-primas é o melhor desde 2008

Goldman recomenda a aposta no cobre e estima que o petróleo vai superar os 80 dólares em seis meses. O actual ciclo de valorizações nas matérias-primas tem pernas para andar, já que o mercado apresenta actualmente as condições mais favoráveis desde, pelo menos, 2008. A opinião é da Goldman Sachs, que num “research” publicado esta […]

Sub-Saharan Africa Economic Outlook

Higher commodity prices, lower inflation and improved access to international financial markets should lead the recovery to pick up steam next year, but risks abound, including upcoming elections, rising public debt and exchange rate distortions in many economies. Commodity price uptick to fuel stronger growth next year

PRECIOUS METALS | Forecast for Q4 2018 increases for fifth consecutive month

The Federal Reserve’s tightening cycle and positive prospects for the U.S. economy should limit gains in the gold and silver markets. That said, gold and silver prices will be highly determined by the level of geopolitical risks. In this regard, tensions in the Korean peninsula and next year’s election cycle in key countries, including Brazil, […]

ENERGY | OPEC and Russia oil cut deal will shore up crude prices

Despite the current sweet spot in the energy market, there are reasons to remain skeptical about future developments. While higher oil prices will allow shale companies to ramp up production, participants in the oil deal will be tempted to deviate from quotas to improve their battered finances, potentially limiting any upswing in crude prices. Moreover, […]

BRAZIL: Government focuses on last push to pass pension reform

A pick-up in household consumption and an improvement in investment kicked the economic recovery into a higher gear in Q3. The government is embroiled in a last-ditch effort to pass a watered-down version of the pension reform bill before the end of the year—a measure that was first presented almost a year ago. The bill […]

Latin America: Recovery accelerates in Q3

Economic growth in Latin America sped up in the third quarter, as the long-awaited recovery takes hold. Preliminary data reveals that regional GDP expanded faster in Q3, than in Q2’s, marking the strongest rate of growth since Q1 2014. Recovering confidence, accommodative financial conditions, rising commodities prices and a healthy global backdrop drove the region’s […]

Smart money should back solar

We are on the verge of a revolutionary transformation able to power the last billion Considering the lukewarm results coming out of COP 23 in Bonn, it may seem foolhardy to believe in a world where we all enjoy driverless electric cars and every school and health centre across Africa is powered by clean, affordable […]