Articles tagged as "Kenya"
African sovereign debt: Is a reality check looming?
Despite deteriorating economic fundamentals, Africa’s financial markets made a remarkable recovery in 2020. Mark Dunley-Owen discusses the price distortion i...
What lies ahead for Africa’s frontier markets?
At the core of our investment philosophy is a belief that markets are not always efficient or rational. We invest in businesses that we consider to be...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
The sentiment pendulum
Investor sentiment is a delicate thing, which changes with surprising rapidity. Kenyan banks… Three years ago Kenya and the Kenyan banks were very out of...
