Tue Oct 27, 2009 19:03 BST |
As the rally in the more common emerging market assets starts to look shaky, I see a number of reasons to like what’s on offer in frontier markets, Africa in particular. To my mind, the two assets that really stand out are Nigerian equities, and the Ugandan shilling. In the case of Nigerian stocks, I… [Read more]
Tags: Africa, Banks, Equities, Forex, Frontier, LASI, Nigeria, oil, Shilling, stocks, Uganda, UGX
Posted in: Africa, Commodities, Currencies, Equities, Financials
Mon Sep 21, 2009 16:58 BST |
Regular readers of RiskWatchdog will recall that back in July, I flagged up the upside potential of several sub-Saharan African currencies. At that time, the units looked well-positioned to appreciate, thanks to rising global risk appetite, bullish technical patterns and the high yields on offer. I am pleased to say that this view has played… [Read more]
Tags: Africa, currency, FX, Kenya, south africa, Sub-Saharan Africa, Uganda, Yield, Zambia
Posted in: Africa, Currencies, Equities