Alternative Investments
The stock market with (very) high dividend yields nobody is talking about
Russian equities offer a unique value proposition. Ignore the Russia narrative on mainstream media. Russia is an extremely interesting market to look into.1. Its macro metrics are a lot healthier than those of most Western countries and emerging markets.2. Russia's...
Kenya Stock Market analysis with Fund Manager Tim Staermose
Following my interview of the CEO of the Nairobi Securities Exchange, I decided to have a chat with Tim Staermose, the manager of the African Lions Fund. I wanted to get his take on a market that has crashed 65% over the past 5 years. Source:...
Has the Stock Market in Kenya bottomed?
I spent a month in Kenya, and looked at various asset classes. Last week I published a video on cheap, Chinese built real estate at rock bottom prices, and this week I am looking at the stock market in Kenya.There are PE and VC funds as well, but liquidity is...
Investing in the Stock Market in Africa – with Tim Staermose
In a world where financial valuations have reached new heights, it is hard to find investments with sound fundamentals. Sometimes, you need to look a little farther afield. This is why investing in the stock market in Africa is an interesting option for more...
Investing in the stock market in Uzbekistan – a high-growth frontier market
Last year, I wandered off to Uzbekistan for a month. Why? The macro case was just too compelling for me not to go there (I wrote about it here). It was a busy month. I met with lawyers, bankers, real estate agents, academics, investors, locals, expats and many more. I...