Risks and opportunities of investing in South Africa, Nigeria and Kenya
Despite high unemployment rates in most African countries, they are at varying stages of macro and political cycles, which inform investment opportunities. FILE PHOTO | NMG
It would be remiss to paint the African continent with one brush as many countries are at varying stages of their own macro and political cycles.
Understanding these cycles and developments in relation to other stages of frontier and emerging markets gives us context to the investment risks and opportunities that present themselves. It is worth sharing some thoughts on our framework for analysing these markets.
