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Rwanda: The inflation surge makes productive supply the priority

Economic assessment · 14 November 2026 Rwanda’s most pressing investment opportunity is to lower the cost of producing, moving and selling essential goods. October’s inflation jump strengthens the case for food supply chains, efficient transport and businesses that earn foreign currency. It weakens the case for speculative projects dependent

by James Hinton
Ethiopia: Invest in the links between production and customers

Economic assessment · 14 November 2026 Ethiopia’s strongest investment case is in the infrastructure and finance that allow existing producers to sell more: dependable freight, agricultural storage, usable electricity connections and small-business working capital. The weaker case is another large asset whose customers, operating finance or transport links will

by James Hinton
UK Economic Review: Stronger Growth, but Not Every Sector Needs More Capacity

Published 14 November 2026 · Releases from 9–13 November, with dated structural context The UK’s recovery strengthened in the third quarter, but its composition matters more than the headline. Business-facing services are expanding while construction and parts of hospitality remain weak. Capital should follow demonstrable demand and infrastructure

by James Hinton
South Africa: More Jobs, Less Mining Output, and a Case for Selective Investment

14 November 2026 · Releases from 9–13 November The verdict South Africa added jobs in the third quarter, but not enough to absorb its growing labour force. Manufacturing recovered modestly from the previous quarter while mining contracted sharply. This is an uneven economy, not a broad industrial recovery. The strongest

by James Hinton
Australia Economic Review: Falling Housing Finance, Persistent Capacity Pressure

Published 14 November 2026 · Releases from 9–13 November, with dated structural context Australia’s latest figures expose an awkward combination: borrowing and business demand are weakening, but firms still report capacity and cost pressures. The opportunity is not simply to buy assets after a downturn. It is to identify

by James Hinton
US economy: Invest in lower costs, not in a quick return to cheap money

Week ending 13 November 2026 · Published 14 November US consumer inflation slowed in October, but producer costs and core prices still point to pressure. At the same time, layoffs have not accelerated on the four-week measure. The investment conclusion is specific: the better case is for projects that lower

by James Hinton
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