Articles tagged as "Zimbabwe"
Currency dynamics and returns in emerging and frontier markets
Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...
What lies ahead for Africa’s frontier markets?
At the core of our investment philosophy is a belief that markets are not always efficient or rational. We invest in businesses that we consider to be...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
Guarded optimism on new Zimbabwe dollar
This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period before the infamous Zimbabwe dollar was...
Riding out volatility in African equity markets
Africa’s equity markets delivered disappointing returns in 2018. The MSCI Africa index was down -24%, while the MSCI Africa ex-SA index was down -13%. None o...
Zimbabwe in transition
Zimbabwe’s election on 30 July 2018 heralds a new beginning after the abrupt end to President Robert Mugabe’s 37-year reign in November 2017. We are not...
Valuation of Nigerian and Zimbabwean holdings in the Allan Gray Africa ex-SA Equity Fund
The Central Bank of Nigeria (CBN) has established a new foreign exchange (FX) platform for investors and exporters, effective 24 April 2017. The exchange...
Understanding the risk of loss in Africa ex-SA
A small percentage of the foreign component of our Balanced and Stable Funds is invested in Africa and investors looking for greater exposure to the region c...
