Jan 26, 2022 | Alternative Investments
Just to make things clear upfront, as there are many South Africans on this mailing list, I am not at all bullish South Africa. However, I am bullish on some of the more dynamic African frontier stock markets south of the Sahara. I explained my rational in this... 
Nov 19, 2021 | Alternative Investments
I recently spent two weeks in Belgrade to look at investment opportunities as I like Serbia’s long term trajectory. Obviously, I looked at real estate, and a written research report on the topic will get published in the weeks ahead. Writing down the thesis and... 
Sep 16, 2021 | Alternative Investments
I recently decided to invest in the stock market in Africa. I worked and lived on the continent for 7 years, before becoming a full time investor, so I feel that I have a better-than-average understanding of the potential of investing on the continent. I’ll... 
Jul 29, 2021 | Alternative Investments
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.... 
Apr 29, 2021 | Alternative Investments
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:... 
Apr 21, 2021 | Alternative Investments
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...
