Food and private equity the key to Africa

HEXAM's Marina Akopian and cru's Jon Maguire discuss the best routes to accessing untapped potential across the emerging markets globally

This week's Conjecture debate focuses on the outlook for emerging markets. Joining Investment Week are Marina Akopian, manager of the HEXAM Capital's Emerging Europe, Middle East and Africa Absolute Return fund and Jon Maguire, chief executive of cru Investment Management, which has recently launched a private equity fund investing in Malawi, Africa. How have your funds stood up to the market volatility? MA: Very well. We saw January sell-off as a buying opportunity for emerging markets. Our high conviction ideas in the region have very low debt/equity, strong earnings momentum, valua...