Nothando Ndebele

Head of African Research, Renaissance Capital + Co-author of the Fastest Billion

[Tshepiso Rameetse @tshepiso_35]

#TheQueenMzansi

If Kea forgives Tebogo, she's seriously applying for a funeral. 😞

[Nothando Ndebele @NdebeleNothando]

Risk is back on and so is momentum. #Nigerian and #Kenyan banks simply on fire. Since end of November some stocks have gained +40%

[Nothando Ndebele @NdebeleNothando]

Why do countries cling to national carriers? These underperforming #Africa airlines eg AirZim, SAA, Air Malawi constantly require state aid.

[Nothando Ndebele @NdebeleNothando]

SSA the new Australia for SA retailers? All charging north in pursuit of grwth & margins. Why go to Oz when there is a mkt at your doorstep?

[Nothando Ndebele @NdebeleNothando]

#Kenya's MPC cut rates another 2%. Should spur loan growth, bodes well for banks. Loans/GDP still below 50% across SSA mkts vs +100% for DM

[Nothando Ndebele @NdebeleNothando]

#Zimbabwe, my home country, had a successful Tbill auction FINALLY after 2 failed attempts in Oct. And the IMF are going visiting...sort of.

[Nothando Ndebele @NdebeleNothando]

#Kenya inflation falls to 4.1% in October - and with interest rates coming down, don't hold your breath for a blowup in the banking sector

[Nothando Ndebele @NdebeleNothando]

What is the most significant impediment to growth in #Africa? I'd argue infrastructure above governance and democracy. Thoughts?

[Nothando Ndebele @NdebeleNothando]

#Africa is the great untold story – watch @CharlesRobertson on #Bloomberg’s #CityCentral talking about #FastestBillion, launching soon

[Nothando Ndebele @NdebeleNothando]

Tigers, MTN, Shoprite, Standard Bank...some of the growing SA co's that realise investing in #Africa makes more sense than heading offshore

[Nothando Ndebele @NdebeleNothando]

13 May 2000 The Economist declared #Africa "the hopeless continent". This week admitted that was "harsh". I'd say "simply wrong" not "harsh"

[Nothando Ndebele @NdebeleNothando]

The rise of Africa's #fastestbillion will be the last phase of a global economic
transformation that began +200 years ago. It's our time.

[Nothando Ndebele @NdebeleNothando]

Free and fair elections in #Zimbabwe next year? Looking unlikely. Biti: Chinamasa deserves to be in jail: http://t.co/HfDBebxZ via @News24

[Nothando Ndebele @NdebeleNothando]

0.5bn SIM cards sold in #Africa in the past 7 yrs – mobile revolution continues- so much for Africans being deemed too poor #fastestbillion

[Reuters Africa @ReutersAfrica]

#Angola launches $5 billion sovereign wealth fund. http://t.co/iCnYJmCe

[Nothando Ndebele @NdebeleNothando]

The scope for further banking penetration in #Africa is significantly understimated – check out #fastestbillion to find out why

[Nothando Ndebele @NdebeleNothando]

Falling yields in #Nigeria, stock market on fire, especially the banks. Watch this space.

[Nothando Ndebele @NdebeleNothando]

What Africa needs is entrepreneurs more than aid - and what entrepreneurs need is access to credit - #fastestbillion

[Charlie Robertson @CharlieTTEcon]

#fastestbillion “@IFCAfrica: Africa can easily grow wheat to ease hunger, price shocks: study http://t.co/UGnBY43W via @TimesLIVE”