Investing in Africa Emerging Market News

Stadio Holdings (JSE: SDO): An Asset Light Distance Learning Model Pays Off

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Curro Holdings (JSE: COH / FRA: 24P): Performing Significantly Better After Expanding Too Quickly

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ADvTECH (JSE: ADH): Becoming a Pan-African Education Business

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CIRA Education (EGX: CIRA): Record Revenues and Minimal Margin Contraction Amid High Inflation

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Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

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Spur Corporation Ltd (JSE: SUR): Owns South Africa’s “Official Restaurant” and Has Produced Sizzling Results

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Tsogo Sun Ltd (JSE: TSG / FRA: G5E): Africa’s Biggest Casino Operator is Getting Bigger

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Southern Sun (JSE: SSU): Almost Normalcy for Southern Africa’s Leading Hospitality Stock

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Sun International (JSE: SUI / FRA: RY1B): On a Roll as Casino Gamblers Return Plus New Market Expansion Plans

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Grand Parade Investments (JSE: GPL): A Horseracing Enthusiast Takes Control of a Solid Casino Gaming Platform Ready for Buildout

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Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It’s UK Wealth Business

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Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who’s Performance Rides on Oil Prices

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Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland

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Famous Brands (JSE: FBR): Africa’s Leading Vertically Integrated Restaurant Operator With Rising Earnings

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Pick ‘n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate

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MTN Shares Plunge 12% Despite Strong Annuals as Group Cuts SA Business Outlook Due to Power Crisis (IOL)

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Special Situations Update (The Superinvestors of Augustusville Substack)

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Africa Oil Corporation | Investor Presentation Poised for Transformational Value Upside (Africa Oil Corporation) PDF File

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It’s an Attractive Time to Invest in SA. But You Can’t be Emotional, Says Top Fund Manager (News24)

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TWK is Not Your Common or Garden Agricultural Sector Counter (financialmail)

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Oceana Sees Spike in Canned Fish Sales as Customers Seek Cheaper Protein Options (IOL)

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South Africa’s Infrastructure + Societal Collapse (Twitter Thread)

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Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)

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Nigeria’s Make-or-Break Election (Project Syndicate)

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TAV, Vinci, CAAP…Strategies to Conquer African Airports (The Africa Report)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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Countdown Begins to Nigeria’s Crucial 2023 Elections (Crisis Group)

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Bloodbath for Banks on JSE as Ramaphosa Uncertainty Weighs (Business Report)

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Empty Rooms: Investing in Africa (Capital Allocators Podcast)

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Gold Fields Flags Slight Drop in Production (IOL)

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Cash-rich AngloGold Ashanti Caught Up in JSE Rout Despite Stronger Quarter (IOL)

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Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Quarterly Frontier Markets Recap – 2Q22 (Fitch)

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These Are The Countries With The Highest Default Risk (Zero Hedge)

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Lost Revenue: SA’s Power Crisis Hits April Mining Production Where it Hurts (IOL)

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South Africa’s GDP Returns to Pre-pandemic Levels, Increases 1.9% in First Quarter (IOL)

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Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)

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Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)

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Russia is Winning Battle to Control the World’s Wheat (The Times)

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Transnet Freight Rail’s Poor Performance Deals Multi-billion Blow to SA Economy (Business Report)

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Consumer Prices Likely to Rise Sharply in South Africa – BNP Paribas (BusinessReport)

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Fallout From Russia’s Invasion of Ukraine Has the Potential to Impact SA’s Economy (BusinessReport)

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July Riots Come With a R50 Billion Price Tag for SA’s Economy, Says Sasria (Business Report)

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Frontier Markets Post-pandemic (Capital Group)

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At 34.4%, South Africa Officially Has the Highest Unemployment Rate in the World (BusinessReport)

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Namibia Sees Opportunity in South Africa Unrest (BusinessReport)

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Africa Rising: The Hopeful Continent (Wellington Management)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Private Equity in Africa: Trends and Opportunities in 2021 (White & Case)

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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)

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Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)

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Pick n Pay Plans to go Big in Africa (Business Report)

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The Time Has Come to Say Goodbye to the FTSE/JSE Gold Mining Index (Business Report)

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S&P Global Warns of Ratings Downgrade if South Africa Doesn’t Rebound (Business Report)

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Economy Falters But Surprises on the Upside in the 2020 Fourth Quarter (Business Report)

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Emerging Markets: Politics and Elections in 2021 (Wellington Management)

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PwC Predicts South Africa’s Economic Rebound Could More Than Double GDP (Business Report)

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South Africa SONA 2021: Ramaphosa Pledges Economic Reforms (Business Times)

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South Africa is Looking to a Future Without an Eskom Monopoly Over Country’s Energy Supply (Business Report)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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MENA Market Outlook: Managing the Economic Fallout (Franklin Templeton)

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South Africa’s Unemployment Figure Goes Past the 10 Million Mark (Business Report)

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Tech News: The Weird World of Social Media Influencers (Business Report)

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ETFs Add to African Access (S&P Global)

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MENA Equities: Why Long-Term Investors Should Stay the Course (Franklin Templeton)

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Into Africa: India Vies With China for Post-pandemic Clout (Nikkei Asian Review)

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Opportunities on the African Continent: A Balancing Act (Franklin Templeton)

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Fitch Leaves South Africa Hanging Over the Precipice (Business Report)

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What’s Ahead for the MENA Region? (Franklin Templeton)

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Nedbank CEO Issues Strong Warning to Government as South Africa Runs Out of Time, Money (Business Report)

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Steinhoff: You Cannot Fool the Market … At Least Not All the Time! (BusinessReport)

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How Africa’s Free-Trade Zone Will Provide an Economic Boom (WEF)

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Iron Ore, Gold Rush Push South Africa’s Miners to 11-Year High (Bloomberg)

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Africa’s Consumer Market Potential: Trends, Drivers, Opportunities and Strategies (Brookings Institution)

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Opportunities in the Next “Emerging” Emerging Market of Africa (Franklin Templeton)

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Frontier Markets: 2019 Outlook (FIS Group)

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Africa’s Oil & Gas Scene After the Boom: What Lies Ahead (Oxford Energy Forum)

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Chicago Public School Teachers Assigns $20 million to Africa-focused Private Equity (P&I)

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Top Risks 2019: Bad Seeds (Eurasia Group)

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Africa Enjoys Oil Boom as Drilling Spreads Across Continent (Bloomberg)

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The “Next Eleven” and the World Economy (The Asset)

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Macro Forum Insights and Perspectives (Actis)

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Why the MENA Region Appears to be on Firmer Footing (Franklin Templeton Investments)

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Cyril Ramaphosa’s To-do List (Aberdeen Standard Investments)

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Seven Articles That You Must Read to Understand Land Expropriation (BusinessDay)

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Why Land Seizure Is Back in News in South Africa (Bloomberg)

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Ramaphosa Takes Tax Gamble as South Africa Targets Debt (Bloomberg)

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South Africa’s Key Economic Sectors (Brand South Africa)

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South Africa Sees Fresh Start for Economy, With the Same Challenges (NYT)

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South Africa: The Economic Challenge (BBC)

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Three Keys to a New South Africa (Project Syndicate)

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Egypt Insight: Four Tailwinds for Economic Growth in 2018 (Bloomberg Economic Insights)

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3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)

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South Africa: Too Soon to Jump for Joy (BNP Paribas)

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Will South Africa Repeat Zimbabwe’s Fatal Land Mistakes? (CapX)

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How Africa’s Tech Generation Is Changing the Continent (NatGeo)

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Jacob Zuma Wages War on South Africa’s Institutions (FT)

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Results of MSCI 2017 Market Classification Review (MSCI)

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South Africa Mining Sector Faces Unrest and Other Woes (BusinessReport)

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8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)

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South African Pension Funds Cushion the Blow of Downgrades (BusinessReport)

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South Africa Business Confidence Hits a 9-year Low (BusinessReport)

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Nairobi Hopes Empty Malls and Tall Skyscrapers Will Fuel Economic Ambitions (Quartz)

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Moody’s Downgrades South Africa Banks, Insurance Companies and Others (Moody’s)

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2017 Global Retail Development Index (ATKearney)

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EY’s Attractiveness Program Africa

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Africa’s Economy Worth $3 Trillion by 2030 (BusinessReport)

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‘Car Manufacturers Have Lost Confidence in South Africa Economy’ (SABC)

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General Motors to Leave South Africa (Moneyweb)

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Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)

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Nigeria’s Cash Problem: Multiple FX Rates, Wild Swings and Dollar Shortages (CNN Money)

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Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)

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S&P South Africa Downgrade Excerpt (Rand Daily Mail)

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Bloomberg’s Misery Index’s Most Miserable Emerging Markets

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‘Africa’s Ikea’ Steinhoff to Buy Sleepy’s Owner Mattress Firm for $2.4 Billion (WSJ)

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South Africa’s Economic and Potential Downgrade Woes (Bloomberg)

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Africa’s Smaller Stock Markets Plan to Join Forces (Yahoo! Finance)

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Moody’s Downgrades Four African Nations

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Mining Collapse Cripples Africa’s Dreams of Prosperity (WSJ)

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Africa’s Inflated Middle Class Statistics

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Investors Exit Africa for Other Frontier Markets (WSJ)

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Five Emerging Markets Squeezed by Currency Pegs (Bloomberg)

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Corruption Scandals Weaken South Africa’s Zuma Before Elections (WSJ)

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Nigeria Is Coming Apart at the Seams (FP)

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Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)

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Mark Mobius: Biggest Risks Facing Emerging Market Funds (FE Trustnet)

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Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)

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Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)

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Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)

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New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)

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Key Findings: Credit Suisse Emerging Markets Consumer Survey

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South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)

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Fortune Magazine: Seven Emerging Markets to Invest in Now

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YPO CEO Survey: Africa CEO Confidence at 5-year Low (YPO)

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Income Ideas From Emerging Markets (Institutional Investor)

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Old Mutual CEO: Low Oil Prices Won’t Stop Me Investing in Africa (CNBC)

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Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)

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Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)

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How MSCI’s Removal of Qatar & UAE Impacts the Frontier Markets Landscape (MM)

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Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)

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Best Consumer Stocks for Emerging Market Investors (Morningstar)

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The State of Big Emerging Markets on One Giant Map (BI)

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South Africa Falls to #56 in the Global Competitiveness Report

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China Still Leads the BRICs in the Global Competitiveness Report

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To Succeed in Africa, a Business Must Succeed in Nigeria (Economist)

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Emerging Markets Election Timetable 2014 (Aberdeen)

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Coronation Africa Frontiers Fund Manager: Stick With MNC Subsidiaries (Citywire)

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2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)

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Volkswagen Hit By Falling Emerging Market Sales (FT)

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Improving Facebook on Android for Frontier Markets Like Africa

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Emerging Markets in the East Converging With Developed Markets in the West (Create Research)

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What Are the Next Big Emerging Markets for Wind Power? (WindPower Monthly)

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“Fragile Five” Emerging Markets No Longer That “Fragile” (AP)

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Nigeria, Argentina and Vietnam Top the Frontier Markets Sentiment Index (WSJ)

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South African Gold Mines “Would Not Weather Strike” (BusinessDay)

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ECB Rate Cut Will Likely Send Return Hungry Investors to South Africa (BusinessDay)

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China’s Gung-ho Foray Into Africa Gets a Reality Check (Bloomberg)

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Are Frontier Markets a Viable Alternative to Underperforming Emerging Markets? (PA)

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The Emerging Market Sand Trap: Financial Reports, Currency & Other Risks (Epoch Times)

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How Big is Africa’s Car Market? (African Executive)

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Mining’s Iron Grip on the South African Economy (Reuters)

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Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)

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Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)

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Mark Mobius: Nigeria is a Positive Emerging Markets Play (WSJ)

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Mark Mobius’s Emerging Markets Outlook (WSJ)

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Lira and Rand Among the Latest “Hot” Emerging Market Currency Bets (WSJ)

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Nigeria’s Forte Oil Plc and EcoBank Transnational Inc (ETI) Added to MSCI’s Frontier Market Index (AllAfrica.com)

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Life of Nigeria’s 1%: $50M Jets; $250K Parties in London; Ermenegildo Zegna, Hugo Boss & Porsche Boutiques (NT)

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China Plans $3.8 billion Rail Link Between Kenya’s Mombasa and Nairobi (AFP)

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