Last week Roben Farzad wrote a nice article on Larry Seruma's forthcoming paper, “Why QE3 will be a Boon to Africa’s Frontier Markets”, that you should go read (coming out soon). The entire article has a lot of links to other articles and “a video” that make a compelling case of why Africa markets are likely to outperform as they benefit from capital flows, seeking higher yields and growth, into frontier markets.
For more information please contact Nile Capital Management at info@nilecapital.com or 646-367-2820.
Nile Capital Management - We Know Africa: From Cairo to Capetown