Due Diligence: ‘Spreadsheets are always wrong,’ says private equity boss Published by Michael Avery on 30 November 2018 ‘You need to be able to roll with the punches and keep making the right decisions in difficult times.’
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.
Startup snapshot: ‘Collaboration is the new innovation,’ says Zimbabwean incubator CEO Published by Justin Probyn on 11 October 2018 B2C Coworking is a Zimbabwean business accelerator, incubator and coworking space.
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.
Meet the Boss: Paul Boynton, CEO, Old Mutual Alternative Investments Published by Justin Probyn on 11 September 2018 ‘Never pursue a career because of the commercial prospects but focus on something you find innately interesting.’
Investment trip: Nigeria on the rise, but structural challenges remain Published by Randolph Oosthuizen on 17 April 2018 At best, it’s a fragile recovery, exacerbated by inflation, which remains stubbornly high.
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.’
Can you bank on banking stocks now? Published by Old Mutual Investment Group on 13 September 2017 South African banks have found themselves in the crosshairs for quite some time.
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.
Emerging markets and the man called Trump Published by Sharief Pansarey and Siboniso Nxumalo on 7 March 2017 A question we often get asked is: What effect will Donald Trump’s America-first policy have on emerging markets?
South Africa’s growth outlook set to improve – Old Mutual Published by Kate Douglas on 31 October 2016 The effects of load shedding, high food prices, and drought will start to wear off.
The slow road to recovery for South Africa’s economy Published by Dave Mohr and Izak Odendaal on 12 September 2016 Looking ahead, the key factors that will determine the extent of the recovery are the direction of the rand, with its important influence on inflation, interest rates and general sentiment.
