@CharlieTTEcon Charlie Robertson
Charlie Robertson posts on X about nigeria, gdp, in the, kenya the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] -6.70%
- [--] Month [-------] +60%
- [--] Months [---------] +330%
- [--] Year [---------] +40%
Mentions: [--] #
- [--] Month [--] -4.70%
- [--] Months [---] +85%
- [--] Year [---] -23%
Followers: [------] #
- [--] Week [------] +0.02%
- [--] Month [------] +0.14%
- [--] Months [------] +0.71%
- [--] Year [------] +2.70%
CreatorRank: [-------] #
Social Influence
Social category influence countries 63.7% finance 31.11% travel destinations 5.19% currencies 5.19% technology brands 1.48% stocks 1.48% us election 0.74% automotive brands 0.74% financial services 0.74%
Social topic influence nigeria 14.81%, gdp 12.59%, in the 11.85%, kenya #2090, ethiopia #872, china 6.67%, countries 5.93%, frontier 5.93%, this is 5.19%, money 5.19%
Top accounts mentioned or mentioned by @ttteconomist @avrahampetrovic @mihrthakar @nakumattfans @shapshak @pcowen_a @boardlotsultan @profnuwagaba @newsomca @rajakorman @extelsurvey @rencap @abelrui3 @kipromw @terryannechebet @kinjeketile @thestalwart @mattshumer @timhb @pcowena
Top assets mentioned Frontier (FRONT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Pretty amazing - Im expecting [----] to [-----] cases in the US before the end of next week How many cases are coming in the US The mode expectation in my survey that just finished is 1000-10K cases in the US by end-March (last week 50% expected much lower numbers: 0-1000). Expectations are moving closer to reality. #coronavirus https://t.co/Gl9tKCq2bl How many cases are coming in the US The mode expectation in my survey that just finished is 1000-10K cases in the US by end-March (last week 50% expected much lower numbers: 0-1000). Expectations are moving closer to reality. #coronavirus"
X Link 2020-03-06T16:57Z 35.6K followers, [--] engagements
"@TTTEconomist Some great stories in this book though. Like this one which hints that the British were strange rulers. They banned this guy from Botswana but let him live in a London and [--] years later he was back in Botswana as prime minister"
X Link 2026-02-15T17:40Z 35.6K followers, [---] engagements
"I'd guess this IPO of Kenya's Pipeline Company will lift the country's weight in both the MSCI Frontier and Frontier Emerging market indexes. This would raise the visibility of Kenya and allocation of global portfolio investors to Kenya Equity capital is safest for Kenya Kenya Pipeline Company (KPC) IPO Allocation [-----] billion shares are allocated as: [--]. 20% Kenyan retail (2.36B) [--]. 20% Kenyan institutions (2.36B) [--]. 20% EAC investors (2.36B) 4.20% international (2.36B) [--]. 15% Oil Marketing Companies (1.77B) [--]. 5% KPC employees (0.59B). Kenya Pipeline Company (KPC) IPO Allocation 11.81"
X Link 2026-01-19T09:35Z 35.6K followers, 11.9K engagements
"@TerryanneChebet Hi @TerryanneChebet Fitch did not upgrade Kenya last week. Am replying because you have a lot of followers and with an edit your post is useful explanation"
X Link 2026-02-02T07:47Z 35.6K followers, [----] engagements
"US getting serious about DR Congo and its copper . investing presumably $3.6bn via a stake in Glencore's mines BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion including debt. $GLEN https://t.co/huykIOrtUG BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The"
X Link 2026-02-03T16:50Z 35.6K followers, 17.4K engagements
"Coincidentally I was discussing this potential devaluation of the central African franc today. While a weak $ is good for most of Africa for these six countries it will worsen their overvaluation. This may already be hurting GDP growth. A stronger $ would help #CEMAC : la dvaluation du #franc #CFA juge improbable court terme selon S&P https://t.co/I7oXHZuYuK #CEMAC : la dvaluation du #franc #CFA juge improbable court terme selon S&P https://t.co/I7oXHZuYuK"
X Link 2026-02-05T18:27Z 35.6K followers, [----] engagements
"Interesting. Trump didn't choose to exclude SA. Other major beneficiaries of AGOA renewal include Kenya and Madagascar SA still in AGOA as Trump signs it into law for one more year https://t.co/1D90Hz4kpf SA still in AGOA as Trump signs it into law for one more year https://t.co/1D90Hz4kpf"
X Link 2026-02-05T18:34Z 35.6K followers, [----] engagements
"Bullish or bearish for Lebanon's bonds 😀 Incredible things are happening in Lebanon https://t.co/y6ubjfmqU3 Incredible things are happening in Lebanon https://t.co/y6ubjfmqU3"
X Link 2026-02-06T14:58Z 35.6K followers, [----] engagements
"Africa's trade take off will come with industrialisation as happened in Asia. In [----] China and Korea exported $13 and $15 per person per year. In [----] $2510 and $13212 Even with the EAC [----] east Africa is sub-$300 (Claude in Excel will be blamed for errors :-))"
X Link 2026-02-09T17:04Z 35.6K followers, [----] engagements
"@ProfNuwagaba Well see very strong growth with industrialisation Africa's trade take off will come with industrialisation as happened in Asia. In [----] China and Korea exported $13 and $15 per person per year. In [----] $2510 and $13212 Even with the EAC [----] east Africa is sub-$300 (Claude in Excel will be blamed for errors :-)) https://t.co/QSRhJZneoo Africa's trade take off will come with industrialisation as happened in Asia. In [----] China and Korea exported $13 and $15 per person per year. In [----] $2510 and $13212 Even with the EAC [----] east Africa is sub-$300 (Claude in Excel will be"
X Link 2026-02-10T13:26Z 35.6K followers, [---] engagements
"Good to see Kenya cutting rates again by 25bp to 8.75%. With inflation below 5% and credit growth of 6% below nominal GDP it's easy to justify. Meanwhile Rwanda where inflation just surged to 8.9% will probably need to hike again (next week I think)"
X Link 2026-02-10T14:27Z 35.6K followers, 14.7K engagements
"@MihrThakar I'd put that down to the different debt strategies each country adopted in the 2010s. Kenya went big. Rwanda stuck with concessional. Tanzania barely borrowed at all. Uganda relied on portfolio investors. Plus Rwanda's success in getting Qatar to fund investment-led growth"
X Link 2026-02-10T14:51Z 35.6K followers, [---] engagements
"@NewsomCA Given Netherlands is partly below sea-level I'm surprised Fokker never addressed this design flaw"
X Link 2026-02-10T14:57Z 35.6K followers, [--] engagements
"@AvrahamPetrovic @ProfNuwagaba Tanzania's macro numbers look great to an economist with the only challenge being the lack of domestic savings. This reflects high population growth that are too high to allow savings to grow dramatically. So borrowing rates are double digit even when inflation is single digit"
X Link 2026-02-10T16:03Z 35.6K followers, [--] engagements
"@NakumattFans Is 148% growth in US$ terms since the end of [----] not good enough . you want more :-)"
X Link 2026-02-10T16:05Z 35.6K followers, [---] engagements
"@NakumattFans Not many markets can go up 148% in $ terms and still look cheap. In terms of price/earning comparisons Kenya still does look good value vs Frontier Emerging Markets and especially the US (growing faster than the US too :-))"
X Link 2026-02-10T16:30Z 35.6K followers, [---] engagements
"@NakumattFans NIgerian and SA bankers may have read the Time Travelling Economist which would explain their interest in Kenya :-) https://link.springer.com/book/10.1007/978-3-030-97597-5 https://link.springer.com/book/10.1007/978-3-030-97597-5"
X Link 2026-02-10T16:55Z 35.6K followers, [---] engagements
"@kinjeketile One of the highest GDP growth rates in the world (9% in 2025) is one contributory factor"
X Link 2026-02-10T17:01Z 35.6K followers, [----] engagements
"Botswana had a stockpile of [--] million carats at the end of December nearly double the government's allowable inventory level of [---] million carats according to finance ministry data Hard to manage an imploding industry Putting all resources into alternatives seems wise Botswana plans to ramp up mining exploration including for critical minerals as it seeks to diversify beyond diamonds by surveying the roughly 70% of its territory that remains unexplored mines minister Bogolo Joy Kenewendo said on Tuesday. https://t.co/FB5YSA2t0d Botswana plans to ramp up mining exploration including for"
X Link 2026-02-10T22:48Z 35.6K followers, [----] engagements
"Having had regular bad experiences with AI in 2023-25 I then paid to use Claude in Excel this week. It worked and saved me time after free versions last month were useless. So agree this is worth a read (and PS I was all over COVID in Feb [----] 😀) https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T15:30Z 35.6K followers, [----] engagements
"Having had regular bad experiences with AI in 2023-26 I then paid to use Claude in Excel this week. It worked and saved me time after free versions last month were useless. So agree this is worth a read (and PS I was all over COVID in Feb [----] 😀) https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T15:32Z 35.6K followers, [----] engagements
"Note the author has track record on overhyping @TheStalwart Everyone reading Something Big is Happening and losing their minds. In reality Matt Shumer has consistently overhyped AI. In [----] he was accused of fraud when researchers were unable to replicate the supposed top performance of a new LLM he released called Reflection 70B. https://t.co/XupoWGNYj5 @TheStalwart Everyone reading Something Big is Happening and losing their minds. In reality Matt Shumer has consistently overhyped AI. In [----] he was accused of fraud when researchers were unable to replicate the supposed top performance of a"
X Link 2026-02-11T15:48Z 35.6K followers, [----] engagements
"8th biggest country in the world Unlikely to make the front pages in the West #Bangladesh BREAKING: BNP and allies win [---] seats secures two-third majority Jamuna TV reports 🔴 LIVE updates: https://t.co/1ocGqwCxT1 https://t.co/MVOPpZpIS0 BREAKING: BNP and allies win [---] seats secures two-third majority Jamuna TV reports 🔴 LIVE updates: https://t.co/1ocGqwCxT1 https://t.co/MVOPpZpIS0"
X Link 2026-02-13T00:36Z 35.6K followers, [----] engagements
"More critique of the author and his claims. And a useful warning that Claude is often wrong and can delete your work so for safety next time build a new spreadsheet rather than let it run on an existing one Over [--] million views for that @MattShumer_ blog (Something Big is Happening) and not a shred of actual data. Nobody thought to ask what are the data Does this match reality Is Shumer credible Did he give a single concrete example People gonna believe what they want to Over [--] million views for that @MattShumer_ blog (Something Big is Happening) and not a shred of actual data. Nobody"
X Link 2026-02-13T08:10Z 35.6K followers, [---] engagements
"@TimH_B That's an extraordinarily high figure for Korea .only aid to South Sudan in [----] was on a similar scale (not that we can be sure what GDP was) I'd love to see the excel database for aid and GDP to various countries back then (Taiwan presumably also pretty big)"
X Link 2026-02-13T12:42Z 35.6K followers, [----] engagements
"@PCOwen_a @TTTEconomist Hmm yes. Maybe more effective in the long-term than Moscow rulers who shoot their opposition"
X Link 2026-02-15T21:04Z 35.6K followers, [--] engagements
"@TTTEconomist By not focusing on fertility and its impact on local savings a comparison between Botswana and Mauritius fails to note a crucial difference between the two (Its actually encouraging for post-diamond Botswana that domestic savings should grow now due to low fertility)"
X Link 2026-02-15T17:32Z 35.6K followers, [---] engagements
"@TTTEconomist When Morocco does establish a successful [--] mn car industry (in [----] more per capita than France) with supply chains not seen in Ghana somehow this is the wrong type of industrial policy. And electricity costs are compared with Ethiopia but not exports (M=20 times that of E)"
X Link 2026-02-15T23:24Z 35.6K followers, [---] engagements
"@TTTEconomist This example of the Philippines is simply not true anymore. Growth there for [--] years has averaged 5% like Indonesia just below India and Vietnam. High adult literacy is the pre-condition for escaping poverty via a reduction in the fertility rate (which came late in Phil.)"
X Link 2026-02-15T17:20Z 35.6K followers, [---] engagements
"@TTTEconomist Fascinating chapters on Botswana and Mauritius but because Studwell does not accept how important education is he fails to mentions its education success at all (while citing many policies that succeeded in Mauritius but not Botswana). My book in white his in yellow"
X Link 2026-02-15T20:41Z 35.6K followers, [---] engagements
"@TTTEconomist The two books (perhaps it is the AfDB) agree that Africa around [----] should be similar in size to Chinas GDP today"
X Link 2026-02-15T23:35Z 35.6K followers, [---] engagements
"@TTTEconomist Studwells chapter on Ethiopia mostly reads like hes drunk the Asia model kool-aid only lightly noting that its manufacturing plans havent delivered as expected. He also doesnt seem to mention it ran out of money and defaulted on its debt a risk forecast in the @TTTEconomist"
X Link 2026-02-15T21:03Z 35.6K followers, [---] engagements
"@TTTEconomist I share Studwells views about manufacturing and wrote a piece similar to this chapter in [----]. What the @ttteconomist (finally published in 2022) answers is the next question. Why Why are electricity costs high Why a single lane road Why is water expensive"
X Link 2026-02-15T23:01Z 35.6K followers, [---] engagements
"@TTTEconomist But we disagree on where industrialisation will happen. It is Morocco today and should be Egypt and Kenya by the mid 2030s less likely to be Ethiopia or Rwanda (I agree with Studwell that services will lift Rwanda)"
X Link 2026-02-15T23:46Z 35.6K followers, [---] engagements
"@TTTEconomist We agree that overall aid has been helpful particularly in boosting education from extremely low literacy levels. Botswana often cited as one the more successful SSA economies is a case in point with aid very important in the years after independence"
X Link 2026-02-15T23:57Z 35.6K followers, [---] engagements
"Ghanas cedi strengthening again to 10.7/$. This time unlike in May I think its justified and should stay strong (for as long as gold is high). Yes its overvalued but thats justified by the extremely overvalued gold price. Ghana's cedi has done from over 20% overvalued back to fair value from 10.3/$ on 28th May to 12.1/$ today. With gold prices this high the cedi looks like good value again https://t.co/fPbzkwoD1u Ghana's cedi has done from over 20% overvalued back to fair value from 10.3/$ on 28th May to 12.1/$ today. With gold prices this high the cedi looks like good value again"
X Link 2025-10-16T15:02Z 35.4K followers, [----] engagements
"It took from declaration of independence in [----] to [----] but #Indonesia GDP at $846bn (16th) has now risen above #Netherlands $840bn (17th)"
X Link 2012-05-08T15:23Z 35.4K followers, [--] engagements
"Not all doom/gloom in South Africa #SA it rose [--] places to 39th in World Bank rankings. Next best BRICS China in 91st http://t.co/RH5pr7Kz http://www.doingbusiness.org/rankings http://www.doingbusiness.org/rankings"
X Link 2012-10-23T07:38Z 33.2K followers, [--] engagements
"OECD sees #Greece and #Spain unemployment rising to 27% in [----] #hardtobelievesustainable http://t.co/gd0v8wpM http://www.keepeek.com/Digital-Asset-Management/oecd/economics/oecd-economic-outlook-volume-2012-issue-2_eco_outlook-v2012-2-en http://www.keepeek.com/Digital-Asset-Management/oecd/economics/oecd-economic-outlook-volume-2012-issue-2_eco_outlook-v2012-2-en"
X Link 2012-11-27T14:23Z 33.2K followers, [--] engagements
"Good chat with @shapshak about #Russia and #SA oligarchs + problems of low level corruption. Police have tried to extort bribes from us both"
X Link 2013-06-10T10:15Z 35.3K followers, [--] engagements
"We see #Nigeria biggest in #Africa after GDP re-basing (Jan 2014) up 53% (in 45-60% range) to $405bn in [----] http://t.co/T8JU5ZzB07"
X Link 2013-12-18T10:37Z 35.4K followers, [--] engagements
"Turkey still has more interest rates than your average economist has opinions - and that's saying something http://t.co/cAlMAiwxki http://www.tcmb.gov.tr/yeni/announce/2014/ANO2014-06.php http://www.tcmb.gov.tr/yeni/announce/2014/ANO2014-06.php"
X Link 2014-01-28T23:23Z 33.2K followers, [--] engagements
"While Zim doesn't have currency board due to $ it is experiencing the classic deflationary contraction that is self-correcting (cont)"
X Link 2014-04-23T07:37Z 33.4K followers, [--] engagements
"These countries have biggest headwinds (working age pop shrinking) to [----]. Germany worse than Italy. Poor Ukraine http://t.co/midXdvpg0b"
X Link 2014-04-28T10:00Z 33.4K followers, [--] engagements
"@shapshak @Vodacom @Neotel some poor guy in Asia is wondering if he's really worth nearly $1bn (@neotel not the handle you were looking for)"
X Link 2014-05-19T06:48Z 35.3K followers, [--] engagements
"Some think of frontier markets as poor and hungry but fat and rich also true; WHO obesity % of male pop http://t.co/JCNyAlVT4z"
X Link 2014-06-02T09:05Z 33.4K followers, [--] engagements
"@shapshak @Samsonite_SA extendable handle [--] wheels"
X Link 2014-06-18T17:55Z 35.3K followers, [--] engagements
"Frontier markets care very little about China - at least not directly. Exports to China are small share of GDP http://t.co/WOZG0Jxujk"
X Link 2014-07-03T15:30Z 33.2K followers, [--] engagements
"Chunky downward revision to Nigeria's GDP growth rates. GDP is 85% higher but growth closer to 5% seen in Kenya http://t.co/jhhpMxSc79"
X Link 2014-07-14T11:00Z 33.4K followers, [--] engagements
"Greece doesn't have the highest unemployment rate in the recorded world this year; it's second http://t.co/vwYYm6AgxP"
X Link 2014-10-08T13:56Z 33K followers, [--] engagements
"Problems in Burkina Faso (CAR Somalia and others) should not surprise when less than 25% are in secondary school http://t.co/3IUsl4z8H7"
X Link 2014-10-30T12:11Z 33.2K followers, [--] engagements
"#Nigeria and #Pakistan are usually comparable frontier markets; but Nigeria legislators paid [--] times more https://x.com/calestous/status/607517426788536321 #Nigeria has some of the world's highest paid lawmakers http://t.co/aXAct1FWk1 via @qzafrica http://t.co/S6w7NoFbUp https://x.com/calestous/status/607517426788536321 #Nigeria has some of the world's highest paid lawmakers http://t.co/aXAct1FWk1 via @qzafrica http://t.co/S6w7NoFbUp"
X Link 2015-06-07T12:17Z 33.2K followers, [--] engagements
"483bn Clever Greeks MT @bneeditor: #bneChart - The cost of Greece since [----] http://t.co/13wVlC1RQy http://www.bne.eu/content/story/bnechart-cost-greece-1981 http://www.bne.eu/content/story/bnechart-cost-greece-1981"
X Link 2015-07-09T06:17Z 35.4K followers, [--] engagements
"It turns out that BRICs weren't the best story over 2000-09 - in capita GDP terms it was the PRICs or even PRIICKs http://t.co/GLeiPJ1yeK"
X Link 2015-07-23T08:21Z 33.4K followers, [--] engagements
"US can overtake China again in 2016-17 (GDP growth in dollars); suggests our (China) and IMF (US) forecasts http://t.co/QkfdBcFGm0"
X Link 2015-09-01T14:59Z 33.2K followers, [--] engagements
"The US dollar and South African Rand are legal tender in Zimbabwe but locals are refusing to accept ZAR https://x.com/tim_cohen/status/663694761082142720 Oh the irony Zimbabweans have started rejecting the "very weak" rand https://t.co/1YHbgIEJNt https://x.com/tim_cohen/status/663694761082142720 Oh the irony Zimbabweans have started rejecting the "very weak" rand https://t.co/1YHbgIEJNt"
X Link 2015-11-09T12:34Z 33.2K followers, [--] engagements
"Maths qn. If Nigeria gets NGN15000 when oil sells at $100 and fx rate is NGN150/$ what exchange rate gives NGN15000 when oil is $33"
X Link 2016-01-29T09:24Z 33.4K followers, [--] engagements
"Frontier markets are interesting https://x.com/schuldensuehner/status/709667773471989760 Bangladesh CenBank governor resigns after hackers stole about $101mln from the FX reserves. https://t.co/TsSl0KlBES https://t.co/TprKyVutJp https://x.com/schuldensuehner/status/709667773471989760 Bangladesh CenBank governor resigns after hackers stole about $101mln from the FX reserves. https://t.co/TsSl0KlBES https://t.co/TprKyVutJp"
X Link 2016-03-15T14:56Z 33.2K followers, [--] engagements
"In #Frontier tourism winners are #Croatia #Lebanon #Jordan Mauritius; #Pakistan #Nigeria #Bangladesh get little"
X Link 2016-09-14T10:58Z 33.2K followers, [--] engagements
"In the parallel market the Naira hit [---] this week. In today's money the last time the NGN was this weak was [----] #Nigeria"
X Link 2016-10-07T09:36Z 33K followers, [--] engagements
"#Vietnam is one of the most successful Frontier markets as this chart shows @DominicScriven"
X Link 2016-10-12T12:45Z 33.3K followers, [--] engagements
"Picture of Casablance #Morocco this morning from a colleague. GDP growth rebounding in [----] good value fx #Maroc"
X Link 2016-11-14T10:35Z 33.4K followers, [--] engagements
"Rising #China PMI may help explain the rally in commodities; better than Trump infrastructure plan which involves no government spending https://x.com/nar/status/804191689950642176 China's mixed PMI reports reveal limits of government support https://t.co/TZr3S1ZyDs https://x.com/nar/status/804191689950642176 China's mixed PMI reports reveal limits of government support https://t.co/TZr3S1ZyDs"
X Link 2016-12-01T07:10Z 33.2K followers, [--] engagements
"@RajaKorman yes that's one of the best explanations why it may be different this time"
X Link 2016-12-07T20:10Z 35.3K followers, [--] engagements
"@RajaKorman but no-one as far as I am aware has data to back that up. And if $2.6 trn offshore now vs $362bn returning in [--] big issue"
X Link 2016-12-07T20:26Z 35.3K followers, [--] engagements
"South Africa has a trade surplus again - for the first time since [----]. Helps explain #ZAR strength #SA"
X Link 2017-03-06T13:39Z 33.3K followers, [--] engagements
"The riskiest Frontier market (by road) is #Kenya and the safest is Slovenia. #Pakistan suffers more deaths from drivers than terrorists"
X Link 2017-05-24T07:51Z 33.4K followers, [--] engagements
"Curious mix of Africa delegates here in Russia; panel of VP Zimbabwe deputy trade minister of SA + 2nd VP of Burundi"
X Link 2017-06-01T14:00Z 33.2K followers, [--] engagements
"Great #EM #Frontier Christmas present from my eldest partly #Russia owned #Arsenal shirt of #Nigeria player made in #Georgia"
X Link 2017-12-25T16:07Z 33.3K followers, [--] engagements
"Iran's stock market is not paying much attention to recent unrest .down about 2% from Christmas Day peak"
X Link 2018-01-03T09:35Z 33.4K followers, [--] engagements
"If you think institutions matter it is curious that Frontier markets like Argentina and Nigeria have shown big improvements from 2015-17 while Emerging Markets have weakened - based on @TheWJP data"
X Link 2018-03-21T14:09Z 33.2K followers, [--] engagements
"South Africas last president spends a fortune on a swimming pool (for fire protection) while the new president flies economy class on the national airline https://x.com/mikestopforth/status/979599340716085248 https://x.com/mikestopforth/status/979599340716085248"
X Link 2018-03-30T13:54Z 35.3K followers, [--] engagements
"Dear @IMF why do your data show Zimbabwe had the deepest deflation in the world in [----] (-28%) while the central bank reckons it was a positive 32% Looks like a lot of the historical inflation data in the WEO is wrong . but I might be missing something"
X Link 2018-04-18T07:31Z 33.2K followers, [--] engagements
"Pleased (and relieved) to still be #1 Frontier analyst in the [----] @ExtelSurvey and our hard working Russia economist Oleg Kouzmin made @RenCap the #1 firm for Russian Economics and Macro (95% his doing) https://x.com/RencapMan/status/872399564803907585 Lovely to be voted #1 Frontier analyst in the [----] @ExtelSurvey thanks to a great team which again made @RenCap the #1 Frontier firm https://t.co/lMtzVVor9w https://x.com/RencapMan/status/872399564803907585 Lovely to be voted #1 Frontier analyst in the [----] @ExtelSurvey thanks to a great team which again made @RenCap the #1 Frontier firm"
X Link 2018-06-07T13:18Z 35.6K followers, [---] engagements
"South Africas rand is the most overtraded currency in the world - the equivalent of about 17% of its GDP is traded a day - so its the best proxy for EM risk during London trading hours - and is whacked today because of #Turkey #ZAR Just a reminder that the #ZAR is the most traded #EM currency in the world as a % of GDP .a madly high 19% of GDP .so very volatile https://t.co/738dc7DBQF Just a reminder that the #ZAR is the most traded #EM currency in the world as a % of GDP .a madly high 19% of GDP .so very volatile https://t.co/738dc7DBQF"
X Link 2018-08-13T06:56Z 35.6K followers, [---] engagements
"I just had to check . and OK yes once it got cheaper. The Ciller crisis of 1993-94 took the TRY to the monthly average equivalent of TRY7.47/$ (in today's money) at its worst point. (We never normally look back pre-1995 due to lack of data capital controls + other reasons)"
X Link 2018-09-06T10:14Z 35.6K followers, [---] engagements
"Nigeria's biggest unions are on strike calling for a big rise in the minimum wage from around $50 (NGN18k) to $140-180 a month (NGN50-65k). This could make Nigerians more expensive to employ than the Vietnamese ($145) or Russians ($163) based on rough figures we compiled below"
X Link 2018-09-27T13:44Z 35.6K followers, [---] engagements
"Ahh . its been a while since Ive seen one of these"
X Link 2018-10-26T08:10Z 35.6K followers, [---] engagements
"South Africa GDP slowed from 1.4% to 0.8% but that was still big enough to make it Africa's biggest economy in [----] at market exchange rates. We prefer market exchange rates because PPP dollars (which put Nigeria top) don't buy you a Toyota. Or an oil refinery for that matter"
X Link 2019-03-05T09:52Z 35.6K followers, [---] engagements
"#Africa has become a $100bn Eurobond market for the first time. The continent is getting better known to the global investor community With #Ghanas $3bn issue the African Eurobond space has reached $100bn (outstanding bonds in $ & ). From a few pre-fin crisis debuts to many debuts 2012-14. Then large issuance from #Egypt & #Nigeria over the past [--] years. #Benin makes it [--] countries. https://t.co/hxmSMdbOcb With #Ghanas $3bn issue the African Eurobond space has reached $100bn (outstanding bonds in $ & ). From a few pre-fin crisis debuts to many debuts 2012-14. Then large issuance from #Egypt"
X Link 2019-03-20T19:04Z 35.6K followers, [---] engagements
"Turkish savers trust Trump's dollar more than President Erdogan and the AKP. They have shifted billions into FX deposits (mostly the US dollar) overwhelming foreigners who actually put money into Turkey in early [----]. The Istanbul re-run (where so much wealth is) doesn't help"
X Link 2019-05-07T08:33Z 35.6K followers, [--] engagements
"Turkey has just imposed a [--] day delay on Turkish retail accounts shifting TRY (worth $100k or more) into FX. The most savvy accounts might buy forwards. The nervous might buy much more FX because maybe this [--] day delay becomes [--] week or [--] month . more detail tomorrow Turkish savers trust Trump's dollar more than President Erdogan and the AKP. They have shifted billions into FX deposits (mostly the US dollar) overwhelming foreigners who actually put money into Turkey in early [----]. The Istanbul re-run (where so much wealth is) doesn't help https://t.co/TLdVwashhC Turkish savers trust Trump's"
X Link 2019-05-20T16:44Z 35.6K followers, [---] engagements
"I just updated my map of Africa where countries are sized according to the GDP value of their economy in [----] (and coloured according to Polity IV regime type - not my choice). Investors mostly pay attention to the big economies"
X Link 2019-07-04T10:33Z 35.6K followers, [---] engagements
"@andrealeadsom How can you be so business unfriendly"
X Link 2019-10-09T16:29Z 35.6K followers, [--] engagements
"Egypt cuts interest rates again by 1% this time to 12.25% (they were 16.75% a year ago). Inflation down to 3% - it will bounce higher but should remain in single digits in all of [----]. Economy growing by 5-6%. The tough reforms of 2016-17 are paying off Egypt Inflation at 9-Year Low in Boost for Central Bank Rate Cut https://t.co/nii0rF0UAB Egypt Inflation at 9-Year Low in Boost for Central Bank Rate Cut https://t.co/nii0rF0UAB"
X Link 2019-11-14T17:37Z 35.6K followers, [---] engagements
"Airports next Its about time someone stops the illegal smuggling of pizzas in from London"
X Link 2019-11-18T21:51Z 35.6K followers, [----] engagements
"The big success that is Ethiopian Airlines helps bring more dollars to #Ethiopia than everything physical that the country exports (mainly coffee and flowers other food and mild narcotics). Textile exports virtually non-existent. Remittances are huge"
X Link 2020-01-08T16:49Z 35.6K followers, [---] engagements
"Tim . its [--] times more lethal than normal flu so a normal US flu season = 30-40k deaths every year this could be 750k deaths. Thats why borders are getting closed. Even bank economists can see its an issue 😀 Can investment banks stop sending me research on Coronovirus. Its flu it happens every year. Stop feeding the frenzy. And there is no way a bank economist is qualified anyway to talk about it. Can investment banks stop sending me research on Coronovirus. Its flu it happens every year. Stop feeding the frenzy. And there is no way a bank economist is qualified anyway to talk about it"
X Link 2020-01-30T21:14Z 35.6K followers, [---] engagements
"This is the best data sheet Ive seen yet on who dies from #covid19 - based on over [----] deaths (more than 1/3 of all deaths globally) Young children 100% survive and 99% of all those up to [--]. Men over [--] are the most at risk (but most survive) CHINA's massive epidemiological study on coronavirus with the key results below: https://t.co/h8GhTw24CR https://t.co/VwzxqYviRJ CHINA's massive epidemiological study on coronavirus with the key results below: https://t.co/h8GhTw24CR https://t.co/VwzxqYviRJ"
X Link 2020-02-28T13:57Z 35.6K followers, [---] engagements
"The US appears to be greatly under-reporting #coronavirus numbers. I didn't expect this. It's not as bad as Iran or Wuhan/Hubei - but all other places with 5-6 deaths had 250-1300 confirmed cases. US figure of [---] cases likely to rise dramatically and soon #covid19"
X Link 2020-03-03T12:03Z 35.6K followers, [---] engagements
"It took [--] days for the number of US #coronavirus cases to get to 1k within the predicted range. US tracking Germany with [--] day lag implies 2K cases tomorrow 3k by Friday nearly 6k by Monday. Could be double this if clusters are found like Korea did in late February Pretty amazing - Im expecting [----] to [-----] cases in the US before the end of next week Pretty amazing - Im expecting [----] to [-----] cases in the US before the end of next week"
X Link 2020-03-11T15:34Z 35.6K followers, [---] engagements
"Im struggling to comprehend how some bloke (bound to be a bloke) thought hed nibble on a bit of bat or pangolin [--] weeks ago and we end up with French schools closed the prospect of no Premier league and a stock market collapse BREAKING: Dow Jones Industrial Average suffers worst percentage drop since 1987's Black Monday sell-off; S&P [---] officially enters bear market down 20% from its record closing high https://t.co/bvSlJe3t1s BREAKING: Dow Jones Industrial Average suffers worst percentage drop since 1987's Black Monday sell-off; S&P [---] officially enters bear market down 20% from its"
X Link 2020-03-12T21:09Z 35.6K followers, [---] engagements
"@GaryLineker Im struggling to comprehend how some bloke (bound to be a bloke) thought hed nibble on a bit of bat or pangolin [--] weeks ago and we end up with French schools closed the prospect of no Premier league and a stock market collapse"
X Link 2020-03-13T11:46Z 35.6K followers, [---] engagements
"Turkey no longer functions well enough to be an emerging market Its being warned that it may be expelled from the MSCI emerging market index for equity investors. #Turkey has anyway been shrinking so much that many EM investors ignore the country (less than 1% of the index) BIG and surprising news from the MSCI on Turkey. The index provider may consider removing Turkey from Emerging Markets Index if already deteriorating accessibility continues to worsen. If so Tr might be downgraded to Frontier Markets. Removal may mean huge outflows. https://t.co/uGPQIfRLKL BIG and surprising news from the"
X Link 2020-06-24T07:12Z 35.6K followers, [---] engagements
"Unclear when #Nigeria aiports re-open but the closure saves a lot of money. Nigerians were spending about $750m a month travelling abroad from [----] to mid-2019 according to the balance of payments. Even taking visitors into account Nigeria is saving $1bn every [--] months now International Flight resumption date is not October. NAMA just issued a routine [--] day Notices to Airmen (NOTAM). In liaison with Health Foreign Affairs & PTF COVID-19 we will announce the agreed date regardless of the ban by Europe UAE etc. May be earlier than October. 🙏🏽 International Flight resumption date is not"
X Link 2020-07-21T16:26Z 35.6K followers, [---] engagements
"This is why many economies in Africa should out-perform US and Europe in [----] - they are much more dependent on agriculture. Professor Conde-Ruiz on Spains GDP . its the kind of drop one would see in a war . the only sector that grew was agriculture Coronavirus plunges eurozone economy into historic recession - FT: https://t.co/YotPSD5BJC Coronavirus plunges eurozone economy into historic recession - FT: https://t.co/YotPSD5BJC"
X Link 2020-08-01T09:44Z 35.6K followers, [--] engagements
"Even oil dependent Nigeria (which because of the oil price plunge should be hit worse than many in Africa) has outperformed most developed market economies in 2Q20 - (relative) positive signal for other SSA economies Q2 [----] GDP report published @ https://t.co/ILcXe6eFSm Q2 [----] Real GDP contracted by [-----] % compared to 1.87% in Q1 [----] & 2.12% in Q2 [----]. Oil GDP contracted by -6.63% (5.06% in Q1 2020; 5.15%% in Q2 2019). Non-Oil GDP contracted -6.05% (1.55% in Q1 2020; 1.64% in Q2 2019) https://t.co/n99FMuzqND Q2 [----] GDP report published @ https://t.co/ILcXe6eFSm Q2 [----] Real GDP"
X Link 2020-08-24T09:10Z 35.6K followers, [----] engagements
"Part of the reason that Africa should do better than economies like the UK and US is that agriculture is far more important - and less impacted by lockdown than retail/service economies This is why many economies in Africa should out-perform US and Europe in [----] - they are much more dependent on agriculture. Professor Conde-Ruiz on Spains GDP . its the kind of drop one would see in a war . the only sector that grew was agriculture This is why many economies in Africa should out-perform US and Europe in [----] - they are much more dependent on agriculture. Professor Conde-Ruiz on Spains GDP ."
X Link 2020-08-24T16:11Z 35.6K followers, [---] engagements
"#Ghana looks like it will be another sub-Saharan growth story in [----] - along with Kenya. Frontier economies that went with brief (3 weeks in Ghana) or light lockdowns - look like they will be among the best performers in the world in [----] - and at low health cost"
X Link 2020-09-18T07:30Z 35.6K followers, [---] engagements
"This is pretty remarkable - Ethiopia has a larger shipping industry than Nigeria How to explain Nigeria's $17 billion yearly freight loss to foreign shipping lines Ethiopia a land-locked country has a larger shipping industry than Nigeria https://t.co/eN5Yp8frJV How to explain Nigeria's $17 billion yearly freight loss to foreign shipping lines Ethiopia a land-locked country has a larger shipping industry than Nigeria https://t.co/eN5Yp8frJV"
X Link 2020-10-29T17:46Z 35.6K followers, [---] engagements
"Why are food prices soaring #Wheat prices are up 37% from their low and #corn prices are up 61%. Both are at the highest levels in years . Thread"
X Link 2021-01-18T10:30Z 35.6K followers, [---] engagements
"No wonder Nairobi is a favourite for foreign investors to put their regional HQs cheaper than most rivals easy climate for ex-pat staff good connectivity (except for the roads in the morning or afternoon) Nairobi office rents cheapest in Africa https://t.co/3OOz7EQpTS https://t.co/KqRlGdAWeK Nairobi office rents cheapest in Africa https://t.co/3OOz7EQpTS https://t.co/KqRlGdAWeK"
X Link 2021-03-23T15:53Z 35.6K followers, [---] engagements
"A sign of Turkey's suffering - food now accounts for over a quarter of household spending again (last time this happened was 2012) - so less money for spending on anything else A combination of weaker lira poor harvests etc"
X Link 2021-04-12T09:02Z 35.6K followers, [---] engagements
"Saudi Arabia (with 20m people) doesn't think its 10m+ barrels of oil a day is enough to make it a rich country"
X Link 2021-04-28T17:43Z 35.6K followers, [---] engagements
"Ghana's target of $3bn of foreign direct investment in [----] would be roughly the same as the 2017-19 annual average Nigeria attracted ($2.9bn) - despite being a much smaller economy. Higher adult literacy and more electricity makes a big difference https://www.ghanaweb.com/GhanaHomePage/business/Ghana-sets-three-billion-dollar-FDI-target-for-2021-1291132audio=1 https://www.ghanaweb.com/GhanaHomePage/business/Ghana-sets-three-billion-dollar-FDI-target-for-2021-1291132audio=1"
X Link 2021-06-21T08:26Z 35.6K followers, [---] engagements
"With the new data Kenya's GDP in [----] is estimated at $102bn the 6th largest economy in Africa (and still bigger than Ethiopia). It represents about 4% of all of Africa's GDP last year"
X Link 2021-09-09T10:17Z 35.6K followers, [---] engagements
"This looks like almost no-one pays tax in free market Nigeria Only "failed state" Somalia and "at war" Yemen collect less revenues as % of GDP If the GDP figure is right Nigeria's taxes could more than double and still feel less burdensome than in Egypt India or Zambia"
X Link 2022-04-27T11:38Z 35.6K followers, [---] engagements
"@rene_dionne4 @caitoz Thats fair - and its not that easy to collapse an economy which is what prompted this. It requires a lot of bad decisions"
X Link 2022-07-09T10:42Z 35.6K followers, [---] engagements
"Its like February [----] all over again"
X Link 2022-12-28T16:01Z 35.6K followers, 127.2K engagements
"Was there ever a more shocking day for financial markets that one summers afternoon in June [----] when interest rates changed for the first time in [---] years And a 100bp cut at that"
X Link 2023-02-21T08:28Z 35.6K followers, 60.3K engagements
"About China's challenge to the US dollar. In terms of interest rate derivative trading China's CNY sees trades worth $30bn every day similar to South Africa. The US$ does this every [--] minutes. It would take China's CNY [--] years to trade as much as the US does in [--] year"
X Link 2023-04-17T12:39Z 35.6K followers, 67.6K engagements
"Its been years since I could say the naira is cheap - but it is today. Good news for the current account and should help lift private sector investment https://businessday.ng/news/article/nigeria-officially-floats-naira-as-ie-rate-hits-n755/ https://businessday.ng/news/article/nigeria-officially-floats-naira-as-ie-rate-hits-n755/"
X Link 2023-06-14T10:59Z 35.6K followers, 38.8K engagements
"Nigeria's provided a flood of news this month - which has submerged this story about a big boost in reported tax revenues. It sounds like this has surprised many people inside and outside Nigeria. It's more important than it might appear"
X Link 2023-06-14T14:39Z 35.6K followers, 61.4K engagements
"Weve always known a lot of subsidised petrol was smuggled out of Nigeria to its neighbours .but this is hinting the figure could be truly massive at 30%. If sustained ending the subsidy might be [--] times more important for Nigerias economy than Dangotes refinery Nigerian #gasoline demand falls by almost 30% after scrapping of #fuel subsidy Nigeria's petrol subsidy removal is liable to squeeze European refiners which lose one of their major outlets. European #exports to Nigeria decreased by around [---] kbd in July compared to May. #kpler https://t.co/5dkZPu7T4e Nigerian #gasoline demand falls by"
X Link 2023-08-08T06:48Z 35.6K followers, 29.1K engagements
"The biggest economies in Africa by tax collected. South Africa easily in 1st place at $102bn followed by Algeria $75bn and Egypt $72bn then Morocco at $41bn and Nigeria (just over 1/3 of SA) at $36bn [--] countries have $1bn of annual revenues or less (incl Eritrea / no data)"
X Link 2023-10-11T14:02Z 35.6K followers, 63.6K engagements
"Ethiopia has the most overvalued currency in Africa of the [--] currencies I follow. Actually not just Africa any developed emerging or Frontier market. This carries real cost Moha Soft Drinks which bottles Pepsi products in Ethiopia is on the verge of closing down its operations and laying off [----] people due to a severe forex shortage: "The bottler has been unable to import crucial inputs such as syrup bottles crates and spare parts for its https://t.co/n0FzB8ToLS Moha Soft Drinks which bottles Pepsi products in Ethiopia is on the verge of closing down its operations and laying off 8000"
X Link 2023-11-26T11:38Z 35.6K followers, 56.1K engagements
"Interesting 200bp rate hike out of Kenya from 10.5% to 12.5% (economists expected no change). This might be a signal from the Central Bank that Kenyas currency weakness is nearing its end"
X Link 2023-12-05T15:36Z 35.6K followers, 21.9K engagements
"The juntas ruling three of the poorest economies in the world leave Ecowas; the west African trade bloc which has had plans to create a common currency. I've yet to see these military dictators do anything which actually makes people in Niger Mali or Burkino Faso better off BREAKING: The military rulers of Niger Mali and Burkina Faso are withdrawing their countries from ECOWAS with immediate effect a joint statement says. https://t.co/Jiox6QTT75 BREAKING: The military rulers of Niger Mali and Burkina Faso are withdrawing their countries from ECOWAS with immediate effect a joint statement"
X Link 2024-01-29T09:40Z 35.6K followers, 33.2K engagements
"The US dollar is strong. But the mighty Kenyan shilling is stronger Good morning. The US dollar is up roughly 2.8% against the major trading currencies on the year as investors focus on growth differentials between the US & the rest. Dollar strength will damp any inflation via the import channel ahead of what I expect to be a significant 2H24 https://t.co/4N7mMi6mPR Good morning. The US dollar is up roughly 2.8% against the major trading currencies on the year as investors focus on growth differentials between the US & the rest. Dollar strength will damp any inflation via the import channel"
X Link 2024-02-15T09:14Z 35.6K followers, 95.3K engagements
"Stronger than gold more valuable than silver the Kenyan shilling is the worlds top performing currency Id argue this is a Kenyan-led success and not one that looked inevitable a year ago. And most definitely not easy for Kenyas taxpayers. Respect The worlds best performing currency YTD The Kenyan shilling (according to Bloomberg) The IMF-led policy adjustment (both fiscal and monetary) and [----] Eurobond refinancing explain a big portion of it Kenyas to do list is long but this is a great start https://t.co/TmVuRBiouG The worlds best performing currency YTD The Kenyan shilling (according to"
X Link 2024-04-10T21:49Z 35.6K followers, 31.7K engagements
"Who was the biggest in Africa in [----] The IMF reckons it was Egypt pipping South Africa by just $16bn In [----] given the EGP devaluation they reckon it will be South Africa In [----] Well we can't trust these estimates as the IMF doesn't do proper exchange rate forecasts With the new data Kenya's GDP in [----] is estimated at $102bn the 6th largest economy in Africa (and still bigger than Ethiopia). It represents about 4% of all of Africa's GDP last year. https://t.co/FzmDP76JLl With the new data Kenya's GDP in [----] is estimated at $102bn the 6th largest economy in Africa (and still bigger than"
X Link 2024-04-16T14:18Z 35.6K followers, 30K engagements
"Private equity investments in east Africa. There is only one giant (for now) - Kenya with more deals than the others put together at $3.7bn more than [--] times larger than either Uganda or Ethiopia Tanzania punching well below its potential"
X Link 2024-06-17T07:30Z 35.6K followers, 181K engagements
"People worry a little too much about China's demographics in the 2020s. They still have about [---] working age adults per pensioner or child until [----] - that's as good as Japan ever achieved (in [----] and again in 1995-2000). They won't look like Japan today until [----] @CharlieTTEcon Thats interesting. But that means the demographics make things even worse for china. Pop peaked in [----] and workign pop in [----] which is more important. So this line goes up even if GPD goes down. @CharlieTTEcon Thats interesting. But that means the demographics make things even worse for china. Pop peaked in 2023"
X Link 2024-06-18T07:48Z 35.6K followers, 88.1K engagements
"Bridgewater Associates a US hedge fund established by Ray Dario has put together a piece on sub-Saharan Africa. It would have benefited from the authors reading The Time Travelling Economist. Their table could be improved. But its good that theyre interested in Africa Sub-Saharan Africa is on the verge of a demographic shift that will reshape global dynamics. By [----] over half of the worlds population growth will take place here and the working-age #population will rise from 10% to 25%. #Africa #EconomicGrowth #PopulationGrowth https://t.co/xqAz8W1kWi Sub-Saharan Africa is on the verge of a"
X Link 2024-09-24T04:56Z 35.6K followers, 25.2K engagements
"@DavidHundeyin David youre quoting a post based on a lot of my data but dont mention the oil price drop thats responsible for a lot of the problems since [----]. Nigerias acute fall in the 1980s had the same underlying cause. Harsh to blame American interests (except the shale industry)"
X Link 2024-10-13T21:57Z 35.6K followers, 86.9K engagements
"Botswana. A bit like Chile and Peru losing guano exports after German industrialists developed industrial fertilisers . or Norway losing ice exports after the invention of the fridge Diamonds made Botswana rich now the rise of cheaper lab-made gems is plunging its economy into crisis https://t.co/pwnZ7qGbRQ Diamonds made Botswana rich now the rise of cheaper lab-made gems is plunging its economy into crisis https://t.co/pwnZ7qGbRQ"
X Link 2025-09-03T10:49Z 35.6K followers, 18.7K engagements
"The top [--] African economies in [----] estimated by the IMF with most of this year's exchange rates already known and first half GDP figures mostly released Nigeria still in fourth but expected to overtake Algeria in [----] Kenya in 6th place ahead of Ethiopia Ghana in 8th"
X Link 2025-10-20T14:58Z 35.6K followers, 65K engagements
"Looks like China may have learnt a valuable lesson in its foreign lending practices. There's not much point building expensive infrastructure if there's not enough human capital to exploit it. Now their lending is increasing the focus on human capital (great news for the 2040s)"
X Link 2025-11-12T13:46Z 35.6K followers, 119.3K engagements
"Wow. Complete collapse of foreign direct investment into Russia since MH-17. Worse than 2008-09"
X Link 2016-03-17T09:18Z 35.6K followers, [---] engagements
"Nigeria was the poorest country in the world trying to offer petrol at less than [--] US cents per litre #FuelSubsidy"
X Link 2016-05-16T12:30Z 35.6K followers, [---] engagements
"Why did #arikair fail in Nigeria [--] planes [--] models [--] manufacturers. Successful low-cost airlines = [--] model only"
X Link 2017-02-10T10:05Z 35.6K followers, [---] engagements
"Lovely to be voted #1 Frontier analyst in the [----] @ExtelSurvey thanks to a great team which again made @RenCap the #1 Frontier firm https://x.com/RencapMan/status/740821039677079552 I'm grateful to be voted number [--] #Frontier analyst in [----] Extel survey really pleased great team got Renaissance Capital #1 Frontier firm https://x.com/RencapMan/status/740821039677079552 I'm grateful to be voted number [--] #Frontier analyst in [----] Extel survey really pleased great team got Renaissance Capital #1 Frontier firm"
X Link 2017-06-07T10:27Z 35.6K followers, [--] engagements
"My local tube worker Finsbury Park"
X Link 2017-06-19T06:43Z 35.6K followers, [----] engagements
"Ranking African countries by wealth per person. [--] beat China. [--] beat India. SA is 6th. Kenya/Nigeria/Ghana similar around $1600-1750"
X Link 2017-10-11T16:09Z 35.6K followers, [---] engagements
"Turkey has become the first country ever at its income level to shift from open anocracy (democracy with elements of autocracy) to closed anocracy (autocracy elements of democracy). As our table showed in [----] this has never happened before"
X Link 2018-05-03T10:59Z 35.6K followers, [---] engagements
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