Eric Kibe, chief investment officer of the Sanlam African Frontier Markets fund, explains the growth drivers supporting the investment case for the continent.
With the global equity markets in turmoil and investors grappling to price in the new political risk dynamic into developed market equity valuation models, the African continent presents an apparent and...
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High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.