Nick Ndiritu: What lies ahead for Africa’s frontier markets? Published by Nick Ndiritu on 27 January 2020 The Allan Gray Africa ex-SA Equity Fund’s performance over the past year was downright disappointing, writes Nick Ndiritu
Guarded optimism on new Zimbabwe dollar Published by Nick Ndiritu on 15 July 2019 This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period.
Finding value in frontier African markets Published by Nick Ndiritu on 5 May 2019 Is investing in frontier African markets worth the hassle?
Nick Ndiritu: Demystifying Africa’s debt markets Published by Nick Ndiritu on 23 February 2018 Allan Gray portfolio manager says the most compelling opportunities require patient capital.
Value investing in Nigeria Published by Nick Ndiritu on 16 August 2017 As Nigeria illustrates, value investing requires patient capital and a rigorous analysis of bottom-up stock picks.
Investing in Nigeria defies a simple narrative Published by Nick Ndiritu on 28 October 2015 Highs and lows come with the territory when investing in Africa – these extremes present opportunities to contrarian investors.
