Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
DR Congo
DRC’s independence signal targets tighter spreads and steadier funding; EMB tracks EM beta while HG=F and CL=F frame terms-of-trade risk as policy aims to keep inflation sub-10% and the CDF broadly stable through 2026.
Gabon
Brent (BZ=F) steadies near key support as EURUSD=X trends flat; investors assess Gabon’s state-led procurement reform, its impact on inflation stability, fiscal risk, and sovereign spreads across Central Africa’s frontier debt markets.
Zambia
Zambia clears FRA arrears before rains, smoothing planting and food CPI while USDZMW=X steadies; HG=F sustains copper receipts and CL=F softens the fuel bill, supporting reserves and short-tenor yield compression into 2026
Africa
Turkey targets $40 billion Africa trade in 2025 as GDP grows 3.5% and inflation steadies near 34.9%; stable USDTRY=X and firm oil prices (CL=F) will determine whether Ankara’s South–South export drive delivers a sustained external-balance improvement.
Namibia
Namibia backs BBNJ as ZAR=X steadies and CL=F frames terms of trade; reserves near $3.3 billion and 10-year yields around 10–11% test whether governance delivery compresses spreads and unlocks $200 million in blue-economy capital by 2026.
Kenya
Kenya’s CBK lifts bullion value 40.8% y/y as XAUUSD holds near highs; usable reserves at USD 7.3bn cover 3.8 months while KES=X stabilizes and EMB tracks spreads; BZ=F path will test import cover through mid-2026.
Cabo Verde
Public-utility status formalizes Mindelo’s fish trade; euro-peg stability (EURUSD=X) and benign energy costs (CL=F) support margins while frontier risk tone (EMB, FM) frames external funding conditions for small sovereigns.
Gambia
Gambia–Türkiye deal targets lower power costs and steadier external balances as BZ=F volatility eases; credible milestones could support GMD=X stability and nudge local mid-teen yields lower on reduced quasi-fiscal risk.
Mozambique
Mozambique’s new telecom rules set enforceable deadlines and sharing mandates that could cut WACC and lift rural coverage, supporting regional names VOD.JO and AAF.L; frontier ETF (FM) tracks improved governance as oil (CL=F) and dollar trends define cost risk.
Ghana
Cedi steady near GHS10.8 per USD (USDGHS=X) as inflation falls to 9.4%; gold (XAUUSD) and cocoa (CC=F) lift reserves; T-bill yields hold near 10–13% while Parliament’s fiscal-rule push tests Ghana’s credibility and market confidence.
Egypt
^TNX holds near 4.0% as EGP=X stabilises around 48 and BZ=F trades near USD 78; ^CASE30 gains 27% YTD but 1,600 bps local-UST spreads show Egypt’s disinflation progress has yet to translate into lower risk premia for oil-importing MENA.
Nigeria
Lagos’s 16% informal share signals latent fiscal capacity and credit depth; NGSEINDX:IND is up year-to-date as CL=F anchors external buffers, while USDNGN=X stability depends on FX turnover and Lagos formalization delivering yield compression.