Sub-Saharan Africa
Sub-Saharan Africa is considered one of the least developed regions, but with the greatest opportunity for GDP growth. Political, technological and structural forces have all converged, and this will result in rapid industrialization. Although the region is also blessed with abundant natural resources, it is an unrivaled consumer story.
THE MACRO ENVIRONMENT
- Infrastructure: A lack of almost any infrastructure represents immense opportunity
- Stability: There is a new democratic belief throughout the region, meaning that this time it is different
- Tourism: Africa is unspoilt and is a —big ticket‘ destination for the wealthy
- Property: Values could not be much cheaper than they are
- Economy: A clear decoupling exists from other economies and growth is expected to remain strong in the medium term
- FDI: Opportunistic investors like the Chinese and Indians are sharing the opportunity with very directed investment flows




