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Articles tagged as "Africa"

Guarded optimism on new Zimbabwe dollar

By Nick Ndiritu on 03 Jul 2019

This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period before the infamous Zimbabwe dollar was...

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

Riding out volatility in African equity markets

By Nick Ndiritu on 04 Feb 2019

Africa’s equity markets delivered disappointing returns in 2018. The MSCI Africa index was down -24%, while the MSCI Africa ex-SA index was down -13%. None o...

Value investing in Nigeria

By Nick Ndiritu on 16 Aug 2017

Active managers in Africa and frontier markets have to counter the perceived higher-risk of investing in volatile markets prone to political and economic...

Nigeria: Finding opportunities where others fear to tread

By Andrew Lapping on 31 Mar 2017

Wow, that valuation changed quickly! A few years ago investors were very excited about investing in Africa outside of South Africa. People spoke of Africa...

Tough times for African equities

By Andrew Lapping on 03 Feb 2017

Most African equity markets had a difficult 2016, generating negative dollar returns. The worst performers were Egypt and Nigeria, which fell 47% and 41%...

Equity Fund update: Investing in the shade of unnerving political headlines

By Duncan Artus on 13 Jan 2017

The year 2016 will be remembered by investors as one in which politics dominated the headlines. But what do we make of it all as investors trying to focus on...

Investing in Africa defies a simple narrative

By Nick Ndiritu on 30 Sep 2015

Our Equity, Balanced and Stable Funds are allowed to invest up to 5% in Africa outside of South Africa. Some investors may choose to invest directly into...

Understanding the risk of loss in Africa ex-SA

By Andrew Lapping on 30 Jun 2014

A small percentage of the foreign component of our Balanced and Stable Funds is invested in Africa and investors looking for greater exposure to the region c...

The Allan Gray Africa Equity Fund celebrates 15 years

By Andrew Lapping and Nick Ndiritu on 30 Jun 2013

When the Allan Gray Africa Equity Fund (the Fund) was launched on 1 July 1998 it was the first unitised product in which Allan Gray Proprietary Limited was...

Africa's investable universe

By Nick Ndiritu on 31 Dec 2010

We expect a change in prudential investment regulations to allow pension fund investors to invest up to 5% of their assets in Africa, in addition to other...

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