We thought we’d share our perspective on the different market cycles that defy the general perception towards the performance of emerging and frontier markets.
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What is the right portfolio strategy to find true fundamental value after a 10-year long bull market? Read our annual investment outlook to find out why we believe that this may be the beginning of a beautiful cycle for emerging and frontier markets…
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Around the world, businesses, especially the large corporates have an Africa strategy and they are investing around the continent. It again makes us ask ourselves: If businesses are getting into Africa, why are investors still ignoring the place..?
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It took 10 years but yesterday Morocco launched Africa’s first high speed train (Boraq). It’s a big day for Morocco and a great moment for all who believe that big dreams can be achieved with a combination of vision and consistent execution. Africa should celebrate that it has beaten other continents on realizing this and work towards connecting all its major capitals by train in the future.
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We noticed that the media had picked up an interview we did in 2011, almost 7 years ago. We thought we'd post it because revisiting our unedited views of the past often help us from a better understanding of what we are seeing today.
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