Africa watchlist for 2021
This year’s overriding macroeconomic theme will be one of uneven recovery. While somewhat synchronised, the rate and extent of recovery will vary considerably, both across and within regions. Our first webinar of the year identifies the key factors that will be driving these divergences across the African continent, also highlighting some potential wildcard developments that should be on every Africa analyst’s watchlist. We look at why Covid-19 will remain a concern throughout 2021, discuss whether the commencement of AfCFTA will have any significance, and show how the continent’s growth hotspot is moving west. We also unpack the likelihood of political upheaval in Nigeria – the continent’s largest economy and most populous nation – and identify a few contenders for Africa’s next major debt default.
Jacques Nel| Head: Africa Macro
Jacques is the Head of Africa Macro at NKC African Economics. He manages the company’s macroeconomic subscription services and has been the lead analyst for a number of African countries.
Key themes for 2024 – another year of price weakness
Energy and metal markets have experienced a sharp reversal in prices this year, as we expected, diminishing the Super cycle thesis of our competitors. In this webinar, we examine the key themes affecting commodity markets in 2024 as the energy transition gathers pace and discuss our leading calls for prices in the year ahead. Overall, we expect another year of price weakness as we forecast the global economy to grow at its slowest pace since the global financial crisis, excluding the pandemic. We also anticipate supply to improve across commodity markets next year, which will further weigh on prices.Find Out More
Why tourism will continue to grow in 2024: key themes to watch in the year ahead
There are reasons for continued optimism as we look ahead into 2024 for the travel sector, and we retain a bullish outlook despite several clear risk factors. Within this webinar we will explore the emerging trends that will drive continued growth in demand and travel spending, how this will differ from prior years, as well as discussing some of the key risks to this outlook.Find Out More