The Common Yellow Crane

Photo by Jonathan Kruger

Jonathan Kruger, an Africa Portfolio Manager, recently traveled overland from Nairobi to Cape Town in his native South Africa. The two-month journey took him through East Africa (Kenya, Tanzania, Malawi, Zambia) and Southern Africa (Zimbabwe, Botswana, South Africa). One of his aims was to experience at grass roots what is driving Africa’s economic future. He shared the following observations and impressions with InvestingInAfrica.net.

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3 Reasons the Kenyan Economy Is Set to Boom

Photo by Erik Hersman

In this guest post, Robert Rayford of Dealmarket.com argues that Kenya merits a long look from global investors.

Throughout Africa there are a number of potential economic giants waiting to awaken from their collective slumbers and lay down a marker both on the continental and global stages. Due to the well-documented troubles encountered by the continent, be it famine, corruption, or something else, the potential for growth there is among the highest and most attractive in the entire world.

Kenya is one such country where all the stars appear to be aligning at the same time, so to speak, and the East African nation could be set to be the big African economic success story of the next decade.

What is happening, or has happened, in Kenya to leave it on the cusp of an economic boom period?

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The Case for Investing in Africa

Photo by Evan Bench

In this guest post, Peter Thoms, the founder of Africa Capital Group, shares his top five reasons for investing in African stock markets.

Africa may be the last great ground-floor international investment opportunity left on earth. Until just recently, however, the continent has remained beyond the consciousness of all but the most adventurous of investors. But now Africa is beginning to gain a wider audience in financial circles. Why? Because it has notched strong growth for the last decade and is likely still in the early stages of a powerful and transforming spurt of economic progress.

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Africa’s 10 Most Business-Friendly Countries

Photo by Wayan Vota

The World Bank released its 2013 Doing Business report this month. The document ranks all the world’s nations on how hospitable they are to starting and running a business.

Ranking criteria include everything from construction permits to taxation to the accessibility of credit.

Let’s count down the top ten easiest African countries to do business and list some of the recent reforms they’ve undertaken that make them favorites of African entrepreneurs and CEOs.

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Mind the (Bullish) Gap: Mean Reversion Likely for African Stocks

Photo by Buh Snarf

Greg Barker of the Mauritius-based Sustainable Capital has just penned another insightful article on the value of African stocks. In it, he shows how African stock markets (excluding the Johannesburg Stock Exchange) have fallen well below their normal valuation in relation to other world markets over the past four years.

Since 2009, emerging market stocks have notched a 95.2% return compared to African ex-SA stocks’ 23.9% performance. To Barker, this suggests a reversion to the mean is on its way. He believes the market performances will return to their normal parity much like a rubber band does after being stretched.

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6 (More) Reasons to Invest in South Africa

Photo by Kicki Holmen

Yesterday, Jan Schalkwijk, CFA of Africa Capital Group began to make the case for investing in South Africa. Today, he bolsters his argument with six additional reasons to be a South Africa bull.

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The Case for Investing in South Africa

Photo by Paul Watson

South Africa may not be getting much good press of late, but Jan Schalkwijk, CFA, of San Diego-based Africa Capital Group believes its stock market remains promising. He explains why in this guest post.

South Africa offers investors frontier markets-type growth, but with more liquidity, more mature capital markets, greater data richness and greater transparency. Although markets such as Nigeria, Kenya, and Ghana hold great potential for sustained high growth, South Africa is the most mature stock market on the continent.

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Hitch Your Investments to Africa’s Demographic Freight Train

Photo by Dirk Huijssoon

Last month, I explored the implications of Africa’s demographic dividend for stock investors.

I don’t want to belabor the topic, but if that series of posts was interesting to you then take a moment to read through “Africa’s Demographic Freight Train,” by Greg Barker of the Mauritius-based asset manager, Sustainable Capital. I found it fascinating.

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5 African Countries Near the Demographic Sweet Spot

Photo by Adam Cohn

We know that, on average, African nations are nearing a demographic sweet spot – where the size of the labor force is twice that of the child and elderly population. But which ones are closest? And when will they get there? Here are five African economies that will hit the demographic sweet spot within the next 30 years.

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Here’s Why the 21st Century Belongs to Africa

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While the rest of the world grays, Africa’s population grows, setting the stage for the continent to become an economic superpower before the century’s end.

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