Alternative Investments
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...