What is the case for African investment?

Frontier markets

clock • 4 min read

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 compelling alternative investment destination. Although African equities have recently also been pummelled by the uncertainty and fear pervasive across global equities, the African financial and capital markets are still less integrated with the global markets than the emerging market favourites – BRICS et al. From the global investor’s perspective, Africa therefore offers a low correl...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

TEMIT's Chetan Sehgal: Finding value in India

TEMIT's Chetan Sehgal: Finding value in India

'Robust growth prospects'

Chetan Sehgal
clock 15 July 2025 • 3 min read
GIB AM's Kunal Desai: Emerging markets thrive as dollar dominance declines

GIB AM's Kunal Desai: Emerging markets thrive as dollar dominance declines

'Damage is done'

Kunal Desai
clock 09 July 2025 • 2 min read
JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Valuable hedge against global uncertainties

Nandini Ramakrishnan
clock 01 July 2025 • 4 min read
Trustpilot