Internationalization Insights

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.

The Sole Proprietorship in the country of Georgia is one of the best options for digital nomads. Traveling and managing an online business at the same time can be challenging, and some countries make it particularly hard. Luckily, the Republic of Georgia aims to...

In this video I discuss the pros and cons of investing in Montenegro with my real estate agent Ksenija. We discuss the impact of demographics, tourism flows and other catalysts on property prices and the rental market. We also explore the effects of Montenegro’s eventual EU accession as well as the influx of foreign investment in hotels, luxury real estate developments and transportation infrastructure.

I join renowned speculator Lobo Tiggre to discuss the outlook for Gold, Silver, Uranium and Copper in 2025. We consider the implications of war, economic uncertainty and government distrust on metals demand and US dollar stability. We make a case for why you can be bullish both the dollar and gold at the same time, speculate on gold versus silver performance next year and highlight the growing demand for nuclear energy and uranium. Lobo’s highest conviction metals trade for 2025 is also shared.

I joined Angelina, my renovations manager in Istanbul, to visit three apartments that have undergone renovations to prepare them for the short-term rental market. We visit two apartments in Osmanbey, as well as one apartment in Gümüşsuyu with a stunning Bosporus view and very interesting rental yields. We examine all of the relevant numbers associated with doing a real estate investment for Airbnb in Istanbul, and explain the difficulties associated with using Airbnb in the city.

I joined Scott Osheroff for a discussion on where to allocate capital in the current and accelerating age of conflict. We discuss the prospects for emerging and frontier market equities with exposure to Central Asian banking, such as Halyk Bank and TBC Bank, as well as high dividend stocks in Latin America such as Ecopetrol. We highlight the risks of investing and banking in front-line economies such as Georgia, examine the likelihood of capital controls returning to the West and go through an interesting thought exercise on where Chinese capital would flow in the event of sanctions.