Independent Investment Research · Ghana & Africa
FlowWealth Research
Independent analysis of economies, markets, companies and investment themes across Ghana, Africa and the global economy.
Ghana has stabilised. Inflation is falling, the currency has held, and reserve cover has improved. We examine why stabilisation and structural reform are different achievements, which of the underlying vulnerabilities remain intact, and what would signal genuine progress rather than a favourable cycle.
Treating Africa as a single allocation decision has always been analytically lazy; in the current cycle it is actively misleading. We examine why the dispersion between African markets has widened, which variables explain it, and what that means for investors making country-level decisions.
The FlowWealth Brief
A weekly brief covering Ghanaian, African and global markets: one chart worth understanding, one investment concept explained, and FlowWealth’s view on what changed.