Investment trip: Kenya in crisis, but Africa outlook improves Published by Cavan Osborne on 27 November 2018 Growth in Kenya has been slow since the government capped the interest rate banks can charge in 2016.
Investment trip to Namibia: The insights of local knowledge expose risks Published by Cavan Osborne on 24 September 2018 We visited Namibia knowing that the macroeconomic indicators were not looking too healthy.
Investment trip to Mauritius: Storing treasures in ‘heaven on earth’ Published by Cavan Osborne on 1 April 2018 Mauritius is looking to develop new industries.
Investment trip: Finding pearls in Uganda, the heart of Africa Published by Cavan Osborne on 12 March 2018 Cavan Osborne, a portfolio manager at Old Mutual Equities, writes about a recent visit to Uganda.
Trip note: Investors and tourists return to Egypt Published by Cavan Osborne on 6 February 2018 ‘Egypt is now looking like the most attractive of all the larger African markets in which we invest.’
Investment trip: Searching for opportunities in Morocco Published by Cavan Osborne on 18 September 2017 Cavan Osborne, a portfolio manager at Old Mutual Equities, writes about a recent visit to Morocco.
Notes from the field: Takeaways from a business trip to Botswana Published by Cavan Osborne on 4 July 2017 Old Mutual portfolio manager Cavan Osborne shares his thoughts following a recent visit to Botswana.
Unpacking Kenya as an investment destination Published by Cavan Osborne on 25 April 2017 Kenya offers a mix of third-world buzz and opportunity along with first-world luxuries.
Naira floats again, but not freely enough Published by Cavan Osborne on 12 November 2016 Fund manager writes about his recent trip to Nigeria.
Zambia: Currency crisis and drought darken prospects Published by Cavan Osborne on 4 April 2016 The Zambian kwacha was one of the weakest currencies on the continent last year.
Order within the chaos: Putting Nigeria in context Published by Cavan Osborne on 11 November 2015 When speaking with the managers of some of the listed companies, their main concerns and the risks they flag are often different to what we as outside investors see.
Notes from Botswana: Africa’s poster child of governance and growth Published by Cavan Osborne on 21 September 2015 Despite its stability, operating conditions are tough in the country.
