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Analyst Interviews

Why China will be least hit by capital exodus from emerging markets

The COVID-19 shock has fuelled the biggest capital outflows from emerging markets on record in the first quarter, and the situation is unlikely to improve for the rest of the year. That’s according to research from the Institute of International Finance. Elina Ribakova, Deputy Chief Economist from the (IFF) Institute of International Finance joins CNBC Africa for more.

Stears on the impact of COVID-19 on small businesses in Nigeria

Data from Stears says Nigerian businesses are likely to be directly affected by the local spread of COVID-19, and many more would be impacted by the partial shutdown of the Nigerian economy. They also stress that most of the 40 million small businesses in the country are ill-equipped to handle a crisis of this scale. Michael Famoroti, Chief Economist at Stears joins CNBC Africa for more.

Nigerian markets await DMO April bond auction

Traders say Nigeria’s April bond auction may not hold on the back of Nigeria's 14-day lockdown but adds that the Debt Management Office would keep paying this month’s coupons. Bankole Odusanya, Head of Fixed Income trading at UBA joins CNBC Africa for this discussion.

UBS Wealth on investment opportunities amid COVID-19 crisis

Analysts at UBS Global Wealth Management say the near term disruption in the financial markets as a result of the coronavirus pandemic presents potentially attractive entry points to the related longer-term themes.

Nigerian banking index gains but industrial goods sector declines

Investors are taking a keen interest in banking stocks today but the Industrial goods sector is facing a steep decline. Dare Fajimolu, Chief Research Officer at Blue Vertex joins CNBC Africa for a recap of today’s trade.

Nigeria to tap into its sovereign wealth fund to fight COVID-19 crisis

Nigeria plans to withdraw $150 million from its sovereign wealth fund as part of its fiscal stimulus measures in response to the COVID-19 outbreak. Michael Ango, the Associate Director; Tax Advisory and Regulatory Services at Andersen Tax joins CNBC Africa to assess Nigeria's response to the pandemic.

Nigeria’s fixed income market quiet over COVID-19 lockdown

Traders say Nigeria’s Fixed Income market has been relatively quiet as major market players are currently observing the lockdown. However, the market received CRR refund earlier in the week along with OMO maturities worth 384.1 billion naira, which spurred buying sentiments in the Treasury bill space. Nkem Azinge, Currency Trader at UBA joins CNBC Africa for a recap of this week’s trading at Nigeria’s fixed income and forex market....

Nigeria market watch: Investors look to banks

The NSE banking Index is up over 3 per cent as investor take position in the banking sector. However, the consumer goods index has lost over 44 per cent in the first quarter of the year. Rotimi Fakayejo, Stockbroker and Capital Market Analyst joins CNBC Africa for more....

Nigerian markets react to the COVID-19 lockdown

Nigeria’s Ogun state will commence its own 14-day lock down today following a directive by President Muhammadu Buhari. Meanwhile, bargain hunting in the equities market led to the first positive close of the week on Thursday. Jolomi Odonghanro, Head of Research at Cordros Capital joins CNBC Africa to discuss how this pandemic is impacting the markets in Nigeria....

Access Bank: Funding rates to maintain current levels barring any CRR debit

Traders say interbank rates in Nigeria’s money market eased further on the back of the 177 billion naira OMO maturity repayment on Thursday. Bukky Aregbesola, Head of Fixed Income at Access Bank joins CNBC Africa to preview of today’s trading at Nigeria’s fixed income and forex market....

How COVID-19, oil price war impacts Nigeria

Saudi Arabia's ministry of energy says its crude output topped 12 million barrels for the first time in history on Wednesday, a day after the output cut agreement by OPEC and its allies elapsed. Oil prices shed nearly 70 per cent in the first quarter of the year and uncertainties around the coronavirus pandemic is still weighing on prices. Joining CNBC Africa to discuss how the global oil dynamics impacts Nigeria, Oyeyemi Oke, an Oil & Gas Lawyer and a Partner at A02 Law.

NSE opens week in red

Nigeria's equities market opened the week in red, dragged down by some bellwethers in the banking sector. Muktar Mohammed an Analyst at Assar Investments joins CNBC Africa for more.

Central Bank of Nigeria obtains exemption for money markets ahead of COVID-19 lockdown

The Central Bank of Nigeria says it has obtained exemptions from the President to allow very skeletal operations in the financial system and money markets in order to keep the system in light operations during the lockdown in Lagos Abuja and Ogun states. Ahead of the lockdown tonight, Nnamdi Nwizu, Co-Managing Partner at Comercio Partners joins CNBC Africa for a focus on Nigeria’s fixed income and Forex market.

Moody’s downgrades SA to junk status – what does this mean for the economy?

Moody’s downgraded South Africa’s sovereign credit rating to junk status on Friday evening and this has left has left government concerned and trembling in its boots to what extent that this might have on the economy. The downgrade coupled with the COVID-19 fears is bringing much stress to the rand as well as the markets. Joining CNBC Africa to unpack it all is Rashaad Tayob, Fund Manager at Abax Investments and Jacques Celliers, CEO of FNB.

How investors can navigate the upcoming economic crisis

As South Africa prepares to enter a 21 day national shut down from Thursday evening, the world is left to digest the stark losses that have been seen in global markets over the past 3 months due to the Coronavirus pandemic. Joining CNBC Africa to unpack the ways in which investors can navigate the current economic crisis is Han Tan, Market Analyst at FXTM.

Zim declares COVID-19 a national disaster

This week Zimbabwe suspended the transfer of local shares in dual-listed companies to foreign bourses for the next 12 months. Joining CNBC Africa to unpack more on this and the developments of the declaration of COVID-19 being a national disaster in Zimbabwe is Batanai Matsika, Head of Research at Morgan & Co.

SARB cuts rates by 100 basis points in response to COVID-19, is it enough?

This afternoon we saw the South African Reserve Bank's response to COVID-19 a deadly virus that has markets panicking. The bank cut rates by 100 basis points, is it enough? Joining CNBC Africa is Mamello Matikinca-Ngwenya, Chief Economist at FNB, Fani Titi, CEO of Investec, Peter Attard Montalto, Head of Capital Markets Research, Intellidex and Keillen Ndlovu, Head of Listed Property Funds at Stanlib....

Behind the crash at Capitec

Joining CNBC Africa to discuss the mix of global and local market news is Cobus Potgieter, Portfolio Manager at AIP Capital Management.

Coronomics: The private equity & infrastructure impact

In the era of COVID-19, it is business unusual? Covid-19 has resulted in mass production shutdowns and supply chain disruptions. It is also having implications for private equity. Joining CNBC Africa to give insight are Kieran Whyte, Partner, Head of the Energy, Mining and Infrastructure Practice at Baker McKenzie and Graham Stokoe, Africa Private Capital Leader at EY Africa.

Rand weakens as SA COVID-19 cases rise to 116

The rand crashed through the critical 17 to the dollar mark despite increased stimulus measures, which have failed to curb fears around the coronavirus. South Africa has now confirmed the number of COVID-19 cases are at 116. Several which are now through local transmission. Wichard Cilliers, Chief of Dealing, TreasuryONE joins CNBC Africa for more....

COVID-19: What will SARB do?

Central banks and finance ministers around the world have been scrambling for a solution to curb fears over covid-19 and prevent a deep global recession. What coronomics should our own country be following as the South African Reserve Bank starts its two-day monetary policy committee meeting tomorrow? Economist, Duma Gqubule and Isaah Mhlanga, Chief Economist at Alexander Forbes join CNBC Africa to give insight.

Here’s what central banks are doing to fight COVID-19

Globally central banks are responding to the devastation that coronavirus is causing to their economies. The Bank of England reduced its interest rate ahead of its scheduled meeting and now the US Federal Reserve has introduced a stimulus package to shield their economy from the impact of coronavirus. But is this enough to stave off long term economic harm? Jameel Ahmad, Global Head of Currency Strategy and Market Research at FXTM joins CNBC Africa for more.

How Zim stocks are reacting to COVID-19

As global markets hit red once again in trade this morning we take a look at the volatility that is being seen of the Zimbabwe stock exchange. Batanai Matsika the Head of Research at Morgan & Co joins CNBC Africa for more.

PIC report: Board essentially was a rubber stamp for the decisions driven by Matjila

President Cyril Ramaphosa has released the PIC report and CNBC Africa's Kopano Gumbi unpacks the key highlights.

Mobius: Why it’s best to keep your powder dry as stocks plunge

Joining CNBC Africa to discuss emerging markets is Mark Mobius, Founding Partner, Mobius Capital Partners.

Why this analyst thinks the current slide in global stocks is a healthy correction

Joining CNBC Africa to discuss the global markets is Dylan Bester, Director, Skycastle International Investments....

Why markets are concerned over Sasol

Joining CNBC Africa to discuss the mix of global and local market news is Edgar Mafoko, an Investment Portfolio Manager at FNB.

NSE dips further, banks take biggest hit

After shedding 2.4 per cent days ago, the sell-offs continue at the Nigerian bourse as the NSE All Share Index continues to slide for the third straight session as investors dump banking stocks. Temitope Jolaoso, Analyst at Financial Derivatives joins CNBC Africa to review trading session.

The impact of COVID-19 on African markets

CNBC Africa brings you an exclusive pan-African look at how COVID-19 is slowly gripping the African continent, crushing oil prices and disrupting pre-planned events....

Moody’s downgrades Angola’s ratings to B-minus, outlook stable

Moody’s has downgraded Angola’s sovereign rating to B negative with a stable outlook pricing in the impact of lower oil production and lower oil prices. Joining CNBC Africa for today’s Africa Exchange segment is Ridle Markus, Africa Strategist at Absa Corporate and Investment Banking.


How Amazon Sellers Are Supplying Hospitals And First Responders

Amid massive shortages, Amazon is only allowing hospitals and government agencies to order items like N95 masks and COVID-19 diagnostic kits. Now, third-party sellers on Amazon are stepping up to help, and repositioning their small businesses to surv

Why business should not throw in the towel in the face of COVID-19

“I would like to appeal to all large businesses not to resort to force majeure and stop paying their suppliers and rental commitments , as such practice has a domino effect on all other businesses dependent on that chain,”

SA extends lockdown by two weeks until end April

South Africa's President Cyril Ramaphosa on Thursday evening extended the country's lockdown by two weeks until the end of April to slowdown...

COVID-19: Trump hold on finances would hurt our work in Africa – WHO.

"If that decision is made it would severely impact our work here in Africa,” says Moeti.

Update on Rupert family’s R1bn COVID-19 fund

This week Johann Rupert’s R1billion Sukuma fund had to close doors on desperate small businesses wanting help to fight the impact of COVID-19 lockdowns.