New Opportunities
While developed markets face growth challenges, many emerging markets are now capitalizing upon their growth potential.
Silk Invest concentrates on those regions with the highest growth potential.
SUB-SAHARAN AFRICA is rising.
NORTH AFRICA is converging.
MIDDLE EAST is reinventing itself.
FRONTIER ASIA is industrializing.
These regions present enormous opportunities to investors due to:
- GROWTH – Economic growth underpinned by diversifying economies and improving governance
- RESOURCES – Great potential to further profit from natural advantages as the world’s hub for resources
- INVESTMENTS – Heavy government and private sector spending on infrastructure and real estate
- STOCK MARKETS – Liquidity triggered by negative real interest rates an increasing number of listed companies
- MONETARY POLICY – Loosening monetary environments supporting further economic growth
- REGULATION – Improving market regulations and corporate governance in all countries
- PROFESSIONALISM – Increased awareness of fundamental and technical analysis
Yet the regional capital markets still remain largely untapped even though allocation to otheremerging markets has almost tripled in the last 5 years. Allocation to Africa and the Middle East represents only 0.1% on average of equity fund portfolios in Europe.




