LNG, metical, debt history, and reconstruction.
Mozambique
Mozambique’s confidence index drops to 89.8 as MZN=X steadies near 63.5 and CL=F holds low-80s; the 2031 eurobond near 11.1% signals stabilization, but high lending spreads and micro-frictions still suppress capex and credit formation.
Mozambique
CTA’s plan could compress XS2051203862 yields while MZN=X stability and EMB risk appetite improve on credible transparency gains; track policy rate 9.75%, inflation near 5%, and reserves around $3.7B through 2026.
Mozambique
Mozambique’s $6bn Mphanda Nkuwa project (EDM.MZ, HCB.MZ) faces a 12.5% WACC, $510m FCF, and 7.5% IRR. With Eskom (ESKOM.ZA) arrears at $1.2bn and Eurobond (MOZ2028.GB) maturities near, the project will define if clean energy can outpace fiscal gravity.
Mozambique
Mozambique (BVM: MZSE) is reforming fast. Market cap ≈ USD 2B (<10 % of GDP), 5Y T-Bond (MZGB05Y) yields 17 %, Eurobond 2031 (ISIN XS2051363195) at 11.4 %. With IMF (ECF) support and AELP links, the frontier market is turning reform into investable depth.
Markets
AfDB approves USD 22.8m for Mozambique to raise rice yields from 1t/ha to 4t/ha, lifting incomes to USD 1,000. A test for food security, ESG flows, and sovereign credibility, with investors watching agriculture as a macro risk factor.