Allan Gray’s outlook on equities in Zimbabwe, Nigeria and Egypt Published by Rami Hajjar on 11 May 2023 It has been a tumultuous first quarter of 2023, and African equities have not been spared.
Frontier markets: Opportunity knocks for long-term investors in 2023 Published by Varshan Maharaj on 5 February 2023 It has been said that a perfect world is scary for stocks, and a scary world is perfect for stocks.
Is there still a positive story for investing in Africa? Published by Allan Gray on 14 June 2022 Like many risk assets, African bonds benefited from loose developed country monetary policy over the past decade, which resulted in inflows; however, these have now begun to reverse.
CEO reflects on his journey of building a digital insurance business in Africa Published by Nelly Murungi on 5 August 2020 Jeremy Leach is the founder and CEO of Inclusivity Solutions, a company which designs, builds and operates digital insurance products.
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.
Andrew Lapping: Investing in Africa – does the value outweigh the risks? Published by Andrew Lapping on 30 April 2018 Fund manager elaborates about opportunities in Nigeria, Zimbabwe, Zambia and Egypt.
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.
Nigeria: Finding opportunities where others fear to tread Published by Andrew Lapping on 16 May 2017 Allan Gray’s primary area of interest in Nigeria is the financial sector, where sentiment is truly extreme.
Asset manager goes against the grain by upping its stake in two Nigerian banks Published by Kate Douglas on 6 March 2017 It’s survival of the fittest in Nigeria’s banking sector, and Allan Gray believes it is betting on the winners.
Tough times for African equities Published by Andrew Lapping on 7 February 2017 Falling African equity prices and valuations over the past 30 months have laid the groundwork for better returns ahead.
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.
Allan Gray on finding investment opportunities in Africa Published by Staff Writer on 6 May 2015 Investing in Africa has its constraints, but the continent also presents a range of compelling opportunities.
Asset management firms attracted to the Cape Town lifestyle Published by Jaco Maritz on 22 March 2011 Cape Town’s favourable lifestyle is one of the major reasons why many of South Africa’s asset management firms are based in the city as opposed to the economic hub Johannesburg.
