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Articles tagged as "Zimbabwe"

Insights categories - Markets and economy

Currency dynamics and returns in emerging and frontier markets

By Rami Hajjar on 31 Jul 2023

Reading time: 16 mins

Rami Hajjar considers currency dynamics in emerging and frontier markets, focusing on how currency impacts returns, and how we think about this factor when...

Insights categories - Markets and economy

What lies ahead for Africa’s frontier markets?

By Nick Ndiritu on 20 Jan 2020

Reading time: 5 mins

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...

Insights categories - Markets and economy

Broadened horizons, local learnings

By Nick Ndiritu and Leonard Krüger on 22 Oct 2019

Reading time: 7 mins

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...

Insights categories - Markets and economy

Guarded optimism on new Zimbabwe dollar

By Nick Ndiritu on 03 Jul 2019

Reading time: 5 mins

This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period before the infamous Zimbabwe dollar was...

Insights categories - Markets and economy

Riding out volatility in African equity markets

By Nick Ndiritu on 04 Feb 2019

Reading time: 4 mins

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...

Insights categories - Markets and economy

Zimbabwe in transition

By Nick Ndiritu on 06 Jul 2018

Reading time: 6 mins

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...

Insights categories - Markets and economy

Valuation of Nigerian and Zimbabwean holdings in the Allan Gray Africa ex-SA Equity Fund

By Nick Ndiritu on 12 May 2017

Reading time: 4 mins

The Central Bank of Nigeria (CBN) has established a new foreign exchange (FX) platform for investors and exporters, effective 24 April 2017. The exchange...

Insights categories - Markets and economy

Understanding the risk of loss in Africa ex-SA

By Andrew Lapping on 30 Jun 2014

Reading time: 9 mins

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...

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