Alternative Investments

I had a chat with Tim, an Australian based in Tanzania who manages an Africa-focused fund. We recap his fund’s performance for 2024, and then delve into the outlook for equities in various African countries. We look into why he is bullish on his top country allocations Tanzania and Kenya, and consider if it is time to start looking at Nigerian stocks again. Tim’s bullish views on picks like Rwandan Heineken subsidiary Bralirwa and Senegalese telecom provider Sonatel are discussed. Other tangents we explore include the case for investing in African telecoms as payment processors and banks, as well as anti-French sentiment in West Africa.

I sat down with Chris MacIntosh to discuss investing in an age of Conflict.

I spent most of my twenties in Africa. Straight out of my graduate degree at the University of Sydney in Australia, I was recruited by Nestlé headquarters in Switzerland. I lived there for a while and was then expatriated to beautiful South Africa There, I spent four...

joined one of Swen Lorenz’s research field trips to find out about the Hungarian stockl market and locally- as well as regionally-listed equities. We went to Magyar Telekom, OTP Group, Erste Bank, Raiffeissen, ANY and MOL. This interview summarizes some of the key learnings.

I had a quick discussion with John Polomnu whose Youtube channel and newsletter I’ve been subscribed to for a number of years. We discussed oil, why he is long various oil equities, and how to play this market.

I had a catch-up with Scot Osheroff to discuss the economy, commodities, why not buy into indexes, and development in Central Asia