Japan
Japan’s PM Takaichi signals fiscal flexibility as Nikkei 225 (N225) and JGB yields respond to investment-led growth plans, targeting JPY 4.8 trillion infrastructure and digital spending to stabilize GDP around 1.0–1.5%.
China
China's fintech heavyweights, including Ant Group (9618.HK) and China Merchants Bank (600036.SS), are cautiously reviving digital lending as policymakers use private credit channels to boost consumption and stabilize GDP growth near 5.0%.
Congo (Republic of)
The DRC has agreed to a staff-level deal with the IMF as inflation falls to ~2.5% and growth exceeds 5%, setting the stage for reserve accumulation and better policy discipline. Institutional investors should track deficits, reserves and mining capex.
Senegal
Senegal’s international bonds are yielding above 16% after the government rejected International Monetary Fund-linked restructuring, pushing debt/GDP above 130% and raising rollover risk. Investors should monitor spreads vs UST and external amortisation flows.
Angola
Angola is boosting its global market access as JPMorgan resumes USD clearing and the country issues 5- and 10-year bonds at ~9.75–10.50%. Watch oil prices, issuance yield and debt maturities for signs of lasting improvement.
Zimbabwe
Less than 3 percent of global climate finance supports Africa’s just transition, warns Zimbabwe; sovereign yields above 28 percent (ZWE:TBILLS) highlight fiscal fragility even as reforms seek inclusive green growth.
Egypt
Egypt narrows its FY2025 financing gap as IMF disbursements and Gulf investments boost reserves and market confidence; EGX:EGX30 rallies while EGY Eurobond yields tighten on improved external liquidity.
Nigeria
Nigeria’s naira (NGN) strengthens near ₦1,380/USD as CBN reforms deepen; reserves rise to US $34 billion, NGERIA 2031 yields fall to 10.4 percent, and foreign inflows revive across NGX:ASI and bond assets.
Kenya
Kenya’s shilling (KES) stabilizes near 147/USD as CBK reforms and IMF inflows rebuild confidence; local debt markets rally with 91-day yields at 15.7 percent, while fiscal consolidation narrows deficit to 3.9 percent of GDP.
Namibia
Namibia’s GDP growth slows to 2.9 percent as mining and construction stall; fiscal consolidation and subdued demand weigh on momentum, even as green-hydrogen and oil prospects underpin long-term optimism.
Senegal
BRVM:TTLS reports a 20 percent profit drop as ICE:LCO prices ease; subsidy caps and currency effects squeeze margins, challenging fiscal revenues and downstream investment outlook ahead of Senegal's gas launch.
Burkina Faso
Burkina Faso raises 32.999 billion XOF on WAEMU markets, enhancing fiscal space while reducing foreign currency risk; proceeds could support infrastructure, jobs, and GDP growth if efficiently allocated.