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.
Ethiopia
ECMA raises licensed CMSPs to 11 as ESX expands; GDP USD 115 bn, inflation 13%, debt 50% of GDP. Benchmarks CL=F and XAUUSD steady as Ethiopia targets USD 100 m turnover, ≥15 CMSPs and narrower 5% FX gap to cement market credibility.
Nigeria
NGX:OKOMUOIL profit rises 113% to ₦60 billion; NGXASI climbs 45% YTD as XAUUSD and CL=F stability support valuations and input-cost discipline through Nigeria’s disinflation cycle.
Chad
Chad’s SolCaribe grid plan links fiscal repair and energy reliability as BEAC yields hold near 7% and global oil benchmarks (BCO=F, CL=F) frame external receipts across the CEMAC bloc.
Morocco
Morocco’s PLF 2026 guides deficit to 3.4% with CPI near 1.9% in 2026; stable MAD=X and Brent (BZ=F) dynamics frame local yield compression as reserves approach 5.5 months of import cover.
Namibia
Namibia’s automation drive tightens SME loan spreads and broadens the tax base; banks CGP.NM and FNB.NM gain from data-rich underwriting as the 6.50% repo anchors the peg. Watch adoption share, spread differentials, and VAT/PAYE breadth for validation.
Egypt
EGX30:IND hits 38,000 as EGP=X steadies near 47.5; CBE rate cut to 21.0% and reserves at $49.5 bn sustain investor confidence while BZ=F and CL=F stabilize below $62, supporting Egypt’s fiscal-monetary balance.
Zambia
Zambia’s copper revival steadies USD/ZMW and compresses XS1267081575 spreads; with HG=F near USD 3.85 per lb, policy discipline keeps inflation and reserves on track through 2026.
Libya
Libya targets 1.6 mbpd by end-2026 with XOM and CVX backing; BZ=F steady near USD 85 while LYD stability and sovereign spread compression depend on sustained exports and uninterrupted terminal operations.
Ghana
BZ=F trades near $61 while CL=F holds around $58; GHAGEN 32 Corp eurobond rises to $0.83 as cedi (USDGHS=X) stabilises and reserves near USD 10.7 billion on disinflation momentum and policy discipline.
South Africa
SARS enforcement pulls forward cash as ZAR=X holds near 17.4 and EZA shadows SAGB auction signals; with the repo at 7.00% and the 10-year near 9.0%, credibility hinges on measurable gains in tax buoyancy and borrowing needs.
DR Congo
DRC restates BCC autonomy as CPI cools and reserves build; USD/CDF (CDF=X) steadies while copper (HG=F) and EM credit gauges (EMB, EMLC) track credibility gains ahead of a potential USD 1.5bn debut Eurobond.
Morocco
MOSENEW:IND grinds higher as 10-year yields sit near 2.9% and BAM holds 2.25%; EGX30:IND remains the regional re-rating barometer while Casablanca’s listed profits target MAD 41.2 billion for 2025.