In the following post, CFA Institute contributor Lauren Foster explores the case for investing in Africa now. She also outlines how perceptions of the riskiness of the continent may be misguided or overstated and how the underlying growth story of Africa may be under appreciated. (Rea
In the May/June 2015 issue of CFA Institute Magazine, Chris Wright, a business journalist based in London, wrote an insightful article about the African growth story. We think the article does an excellent job of presenting a balanced view of the current challenges facing Africa and
by Anna Lyudvig The US Federal Reserve is set to tighten its monetary policy for the first time after the 2008 global financial crisis. Anna Lyudvig analyzes the possible implications for African markets The years following the financial crisis, characterized by the wall of liquidity,
by Sophie Cheung The Rand, South Africa’s currency, has depreciated more than 309% against the USD since 1994. However the country remains very strong because of its rich natural resources, competitive landscape, and huge number of skilled workers across many professions.
Greg Barker of the Mauritius-based Sustainable Capital has just penned another insightful article on the value of African stocks. In it, he shows how African stock markets (excluding the Johannesburg Stock Exchange) have fallen well below their normal valuation in relation to other wo
In an earlier post, we explored the implications of Africa’s demographic dividend for stock investors. I don’t want to belabor the topic, but if that series of posts was interesting to you then take a moment to read through “Africa’s Demographic Freight Train,&