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.
Global industrial outlook for 2023 remains weak
We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the positive developments in Europe with respect to energy prices and supply, frontloaded recovery in China after the end of zero-Covid policy and how the evolution of inflation and interest rates will keep industrial prospects weak in the near term.Find Out More
Why the cruise sector will rebound faster than after the Great Recession
The cruise sector was hit following the Great Recession by continued increases in capacity while travel demand slowed sharply – deep discounting was required at that time to spur demand. We are now seeing an apparent parallel trend as new cruise capacity spiked in 2022, despite travel remaining well below pre-pandemic norms in most destinations. In this webinar we describe the amount of additional new capacity that will be launched in coming years as well as demand expectations and why we believe sector recovery and cruise pricing will differ in this current cycle.Find Out More