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美俄關係陷僵局 「拜普會」能突破困境嗎？ | Anue鉅亨

美俄關係陷僵局「拜普會」能突破困境嗎？ | Anue鉅亨
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美俄扳手腕！拜登轰炸中东，普京出兵中非，鹿死谁手？ - 未名空间(mitbbs.com)

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Goldman Sachs warns sub-Saharan Africa faces wobbly recovery from pandemic

Finance Minister designate, Ken Ofori-Atta
The Economics Research wing of Goldman Sachs, a global financial institution, says countries within the sub-Saharan Africa (SSA) region would find it difficult to escape the economic and fiscal fallout of the pandemic.
An analysis published by the firm said while the region may have succeeded in reining in the public health impact of the pandemic, economic gains made in the past two decades are at risk of being eroded.
“Our analysis points to a lagged recovery in sub-Saharan Africa, as domestic growth drivers stay subdued and FDI dries up. This in turn would slow fiscal consolidation and compound already concerning debt levels. ....

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Mboweni's budget bolsters bullish stock call, says JPMorgan

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PMorgan Chase & Co. strategists said the South African budget has increased their confidence in an overweight call on the country’s stocks made three months ago.
Johannesburg’s benchmark FTSE/JSE Africa All Share Index surged as much as 2% Thursday to the latest of several all-time highs set in 2021. The gains, strongly supported by rallying mining shares, came a day after Finance Minister Tito Mboweni presented a budget designed to bolster consumption and investment, while backtracking on planned tax increases.
JPMorgan upgraded its view on South African equities within its Central and Eastern Europe Middle East and Africa allocation in November. “This budget does a little to boost our confidence in that call,” strategists David Aserkoff and Inga Q Galeni wrote in a note to clients. ....

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