Tuesday, March 19, 2024 UTC

Recognized by industry leaders for extensive coverage on African Asset Management

Analysis > Analysis and Strategy

Viewing Africa through the right lens

Craig Bandason, Portfolio Manager, Imara Asset Management
Oct. 7, 2019, 1:50 p.m.
792

Word count: 1818

It is important that Africa is viewed through the right lens or it risks being consistently dismissed by international investors. Africa is a youthful frontier story that has a long runway for growth uncorrelated to the rest of the world. The real story is the fortune at the bottom of the pyramid. This market is there right now and it doesn’t depend on politicians, commodity prices or even a growing middle class. It depends on finding the right company that is sensitive to these consumers’ needs by delivering a product that is good quality, offers convenience and at the right price point. In this note, we unpack our thinking behind such companies as well as the current mega-trends driving growth.

Choose ONE Magazine and TWO Articles for FREE when you register an account
Share:
Registration Login
Sign in with social account
or
Lost your Password?
Registration Login
Sign in with social account
or
Registration Login
Registration