THE STREET VIEW
Insights and Perspectives November 2016
This latest issue of our Macro Forum Insights and Perspectives comes to you in the immediate aftermath of the US presidential election, one of the most polarising and divisive exercises in democracy we have seen, even when compared with the challenges faced by more nascent democracies in our growth markets. In addition to some reflections on what the outcome of the election may mean for our markets, we have a focus article on the current situation in Nigeria and South Africa, the two giants of the African economy, as well as an article looking at the impact of IMF intervention on Sub-Saharan Africa. We conclude with a reflection on the continued emergence of a new axis of trade across our markets.