What Trump's Presidency Means for Frontier Markets

The transcript discusses the potential impact of Trump's presidency on Russia, highlighting the uncertainty around sanctions and the role of the Secretary of State. It also examines South Africa's economic outlook, focusing on its currency and political changes. Egypt is noted for its economic resilience, with low exposure to global trade and investment opportunities. The IMF's optimism about Africa's growth is explored, despite challenges with currency adjustments in countries like Nigeria and Ethiopia.

What is the potential impact of Trump's presidency on Russia according to the discussion?

• Sanctions will definitely remain in place.

• Sanctions are likely to be lifted immediately.

• Russia will face new sanctions.

• There is a 50/50 chance of sanctions being lifted, depending on the Secretary of State.

What is the main reason for optimism about South Africa's economy?

• Strong commodity prices.

• Rapid political change.

• High political stability.

• Undervaluation of the currency.

Why is Egypt considered a special case in the global market?

• It has the cheapest currency in 20 years.

• It is highly exposed to global trade.

• It has high inflation rates.

• It is heavily reliant on foreign aid.

What is the IMF's outlook for African countries in 2017?

• Only a few countries will see any growth.

• Growth will be stagnant across the continent.

• Over 20 countries are expected to grow at 5% or more.

• Most countries will experience negative growth.

What is a common factor among countries like Nigeria, Ethiopia, and others mentioned in the discussion?

• They have not yet moved on their currency.

• They are all experiencing rapid economic growth.

• They have all adjusted their currencies recently.

• They are all major oil exporters.