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Articles tagged as "Nigeria"

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...

Valuation of Nigerian and Zimbabwean holdings in the Allan Gray Africa ex-SA Equity Fund

By Nick Ndiritu on 12 May 2017

The Central Bank of Nigeria (CBN) has established a new foreign exchange (FX) platform for investors and exporters, effective 24 April 2017. The exchange...

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...

Investing in Africa’s debt markets

By Nick Ndiritu on 30 Sep 2016

Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...

How to think about risk in Nigeria

By Nick Ndiritu on 11 Jul 2016

Our investment approach does not change even during periods of extreme market volatility. As always, we carefully consider investment opportunities where ris...

Africa ex-SA Equity Fund: Finding value in Nigeria

By Andrew Lapping on 01 Apr 2016

The first quarter of the year was particularly volatile. The Africa ex-SA Equity Fund closed unchanged for the quarter, masking substantial intra-quarter mov...

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

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...

The sentiment pendulum

By Andrew Lapping on 01 Apr 2015

Investor sentiment is a delicate thing, which changes with surprising rapidity. Kenyan banks… Three years ago Kenya and the Kenyan banks were very out of...

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...

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