Zimplats

Reasons for cautious optimism: From Nigerian banks to Zimbabwean mining

Published by Kamal Govan on 20 November 2023

Kamal Govan, portfolio manager of the Allan Gray Africa Equity Fund, discusses the macroeconomic and idiosyncratic risks facing select businesses in Nigeria, Zimbabwe and Egypt.

Searching for value amid Africa’s disappointing equity returns

Published by Rory Kutisker-Jacobson on 18 August 2020

Allan Gray portfolio manager sees value in telecoms in West Africa, electricity in Uganda and platinum mining in Zimbabwe.

Zimplats

Reasons for cautious optimism: From Nigerian banks to Zimbabwean mining

Searching for value amid Africa’s disappointing equity returns

Investor bullish on education in West Africa

Doing business in Somalia: unpacking the realities on the ground

How this French serial entrepreneur started investing in Africa

What it takes to build a logistics network from scratch in West Africa

Building a restaurant chain in Nigeria: The story of Toasties

Where this investor sees the best opportunities in Africa

Gyms in Nigeria: ‘We could be a thousand times larger’

Sell first, produce later

Footer

Footer

Upgrade your subscription

Zimplats

Create a free account, or log in.

Upgrade your subscription