Author: Kurt L. Davis Jr.
Ethiopia delays elections: Is COVID a valid excuse?
American President Donald Trump explicitly floated the idea of delaying November’s presidential election by way of a tweet on 30 of July…
The Rajapaksa Brothers Now Face Their Biggest Challenge
Now, with victory in hand, the Rajapaksa brothers, Gotabaya and Mahinda, must prove that they can re-claim Sri Lanka’s magic of the last decade…the landslide election victory did not miraculously change the country’s financial and economic situation overnight…
Turkey is Struggling but So What
Like a prized fighter, Turkey and President Erdoğan fight on…
Ecuador and Argentina: An Unfair Comparison for the Nicer Ecuador
Ecuador is not a jaded lover when it comes to the international markets. It is doing all it can to reach a quick restructuring deal with its creditors…
Ukraine and Belarus: Familial Histories But Different Personalities (or Market Participants)
We all know two siblings that are very different. As the saying goes, siblings share genes but rarely personalities. A similar view on Belarus and Ukraine can rightfully be applied. Although not exactly siblings, the two countries share a familial history…
Brazil and Covid-19: Don’t Necessarily Vote Against Bolsonaro
Understanding President Bolsonaro’s response to covid-19 within the greater scheme of Brazil’s economy…
Coronavirus: Chance to improve exposed weaknesses of Africa’s banking system
COVID-19 has disrupted the global economy with the uprooting of supply chains. The decades-long, single-minded focus on optimising supply chains helped the world minimize costs, reduce inventory, and boost asset utilisation…
Ghana: Debt repayments greater than health or education spending
Ghana was the first sub-Saharan African country to ease restrictions when it lifted lockdown measures on 20 April. The country’s Minister of Finance Ken Ofori-Atta argued the 21-day lockdown of Ghana’s biggest cities had become financially unbearable for most of the population, a concern that gave the government little choice but to lift the restriction…
Going Against The Grain: Early Bets On A Few African Countries
An investor called me and asked, “One question for you, where would you take a risk in Africa today?” The COVID-19 crisis has the globe in a massive selloff, creating significant dislocation in the capital markets. But what does this mean for Africa’s private markets…
