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Jan Schalkwijk, CFA

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  • Nigeria's Perfect Storm?
    Tue, Nov. 4 NGE 2 Comments


    • Nigerian investors are facing a perfect storm of Ebola, terrorism, and falling oil prices.
    • These are serious issues, but the market pendulum might be over swinging on the pessimism side.
    • Low valuations for attractive growth opportunities are pricing in the risk and the macro picture is more likely to improve than deteriorate.
  • Weak African Rand Spells Opportunity
    Aug. 7, 2013 AFK, EEM, EZA 3 Comments
  • Banking On Kenyan Banks - Conservative Ratios And Stellar Growth
    May. 13, 2013 AFK, SGBLY, NDBKY 4 Comments
  • Safaricom - A Frontier Market Company Set To Dial Up Profits
    Apr. 7, 2013 ORAN, VOD, FM Comment!
  • Do Africa Funds Provide Access To African Growth?
    Dec. 12, 2012 AFK, EZA 10 Comments
  • South Africa: A Glass Half Empty Or Half Full?
    Editors' Pick • Oct. 5, 2012 AFK, EZA, WMT 14 Comments
  • The Case For Investing In South Africa (Part II)
    Editors' Pick • Sep. 28, 2012 EZA 30 Comments
  • The Case For Investing In South Africa
    Sep. 20, 2012 AFK, EZA Comment!
  • Investing In Green Stocks - A Promising Future, A Disappointing Past
    Apr. 24, 2012 FAN, TAN 5 Comments