Thanks again for making the time to come to our breakfast meeting!
I hope what we discussed gave you a few things to think about and some perspective in this challenging investment environment.
As a follow up, here is a copy of the presentation and a few recent articles we published that relate to what we discussed.
If you need any more information or you would like to continue the conversation, please don’t hesitate to get in touch.
Best regards and hopefully until soon!
RECENT ARTICLES AND INSIGHTS
It took 10 years but yesterday Morocco launched Africa’s first high speed train (Boraq). It’s a big day for Morocco and a great moment for all who believe that big dreams can be achieved with a combination of vision and consistent execution. Africa should celebrate that it has beaten other continents on realizing this and work towards connecting all its major capitals by train in the future.
Hifza Zia, our Karachi-based portfolio manager shares out view from the ground about the outlook, opportunities and risks for Pakistan’s economy and its markets.
There is mounting evidence that Frontier Markets, especially those in Africa have already swung into a new cycle to outperform emerging markets…
We just published our latest quarterly report and outlook for frontier market equities.
We just published our latest quarterly update and outlook for our African Equities strategy.