Pod: Hurry boy, she's waiting there

The full Monday note can always be found at www.blindsquirrelmacro.com

The Monday Note:

Hurry boy, she's waiting there for you 🎶

Show Note Visuals:

And let’s not forget the prize. Africa must be TBTI (too big to ignore!) Side note: the 🐿️ used to have a geography teacher who used to rant about how the Mercator Projection in cartography created such an enormous misunderstanding of the scale of the continent.

African growth is bouncing back following a COVID shock that was less pronounced (properly measured?) than in the rest of the world.

As you would expect, this growth is not uniform among the different regions.

Link to Moody’s report via image above.

South Africa scoring meaningfully higher than Australia in terms of economic complexity should keep a few people awake at night in Canberra!

The Bull Case For Africa, Erik Renander

16.6MB ∙ PDF file

Download

Download

In terms of bilateral lending facilities to Africa, China now accounts for almost a quarter of the balance.

Music from Max Slorach. Find him at:

email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au

Thanks for listening!

Squirrel Out!

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