

Yvette Babb of William Blair on valuations in Nigeria, Kenya, Ghana, and Egypt
Aug 25, 2023
Yvette Babb of William Blair shares insights on the recent sell off of SSA sovereign bonds, discussing valuations in Nigeria, Kenya, Ghana, and Egypt. The podcast also analyzes economic situations in Nigeria and Kenya, as well as factors influencing valuations in Sub-Saharan Africa and North Africa. Egypt's debt default risk and potential IMF support are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Macroeconomic Analysis, Nigeria's Bond Performance, and Reform Challenges
03:14 • 5min
Analysis of Economic Situations in Nigeria and Kenya
08:43 • 12min
Valuations in Sub-Saharan Africa and North Africa
21:11 • 2min
Analyzing the Likelihood of Egypt's Debt Default and Potential IMF Support
23:17 • 4min