Africa Re-awakening

Sharat Dua, CFA gives his outlook for key African economies in this piece entitled Africa Re-awakening.

Commentary Highlights:

• The last two years have been turbulent for South Africa, but recent elections signal that a change may be near.
• We are optimistic that 2018 will see a strengthening of the Egyptian Pound and high stock market returns.
• We believe there are considerable grounds for optimism around African economies in the year ahead. With valuations undemanding in most markets, and the assets under-owned, we believe investors will make good returns.

Please click here to read the commentary.