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Schumpeter_1

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  • Central & West Africa Blog [View instapost]
    And let's not forget Hyflux (OTCPK:HYFXF) the world's largest water company:

    "China has failed to generate the sales momentum that the Singaporean developer had been hoping for. The company sees better prospects in Ghana and Nigeria. "

    Deputy CEO Sam Ong told:
    “These are the two countries where we see good policies and progressive governments with the resources to implement their water supply programmes” (August -2013).

    http://bit.ly/1nRSD6s

    Interesting, April 2014:
    http://bloom.bg/1nRTrZh

    2 June 2014
    http://bit.ly/1nRTsfu

    Long Hyflux shares listed in Singapore.
    Jun 28 10:01 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    Sierra Leone:
    http://bit.ly/1nRRgVm

    http://on.ft.com/1nRRjk6
    Jun 28 09:50 AM | 1 Like Like |Link to Comment
  • 11 Africa-Focused Mutual Funds And ETFs [View article]
    Nile Pan Africa Fund Receives the 2014 Lipper Award

    http://reut.rs/1pAHWw4
    Jun 28 09:34 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    Small correction on Ivory Coast (Côte d’Ivoire):

    http://reut.rs/1nRMPtQ

    http://reut.rs/VvB85w

    http://reut.rs/VvB85B

    Recently everybody wants to use Ivory Coast as a point of entry to Sub-Sahara Africa: Ivory Coast as a retail hub to "the" African consumer ?

    http://bloom.bg/1nRMPtR

    http://bloom.bg/VvB9qa

    Sierra Leone:

    http://bloom.bg/VvB9qj

    http://bit.ly/VvB85H

    http://bit.ly/VvB9GD

    http://bit.ly/VvB9GF

    http://reut.rs/VvB85J

    Could Ivory Coast and Siera Leone move away from its commodities and war past ?

    http://bit.ly/1pAGfhW

    http://bbc.in/1nROaAM

    http://bbc.in/1nROaAO

    http://bit.ly/1nROdwy)
    Jun 28 09:09 AM | 2 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    With the only news covering West-Africa being bad news on piracy, Islamic militants and Ebola (which SEEMS to be, far less worse/ more under control than in the 1990s); bad memories on war torn Liberia and Ivory Coast and a lack of easy accessible investment vehicles for us (non-african) retail investors to enter West-Africa, it only LOOKS (in my opinion) to be missing a part of the Renaissance.....

    While at the same time, there's a lot going on: real M&A, mutli-billion tenders, regional and international African expansion and large company alliances.

    I guess you can also see something like that in mutual funds. Mutual Funds aiming at the rise of the African consumer were only betting on Egypt, Morocco, South-Africa and/ or resource/ mining companies. These funds are now (finally !) also starting to take up local consumer staple companies. In which they tend to focus on companies from West-Africa: Nigeria, Ghana:
    http://bit.ly/TgUp88

    http://bit.ly/1pAE662

    http://bit.ly/1pAE664

    http://bit.ly/1pAE91B

    http://bit.ly/1pAE666
    Jun 28 08:48 AM | 2 Likes Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    The 2nd listing of Dangote Cement, in London, would be Aliko Dangote's 5th IPO (!)
    - Dangote Cement (2x)
    - Dangote Flour Mills
    - Dangote Sugar Refineries
    - National Salt Company of Nigeria

    ..., while he is currently working on his biggest bet so far, a Nigerian refinery:
    http://tinyurl.com/nt9...

    Nigeria faces African market bubble risk:
    http://bit.ly/VvEaXr
    Jun 28 07:48 AM | 1 Like Like |Link to Comment
  • Central & West Africa Blog [View instapost]
    It's not al that bad...I guess.

    Nigeria overtook South-Africa as the continent's largest economy:
    http://bloom.bg/VvB99N

    http://bloom.bg/VvB7P2

    Also having a serious business billionaire to global standards:
    http://on.ft.com/VvB7P3

    French retailer Carrefour is entering the African continent via 8 countries specifically in West-Africa (Cote dÍvoire, Ghana, Gabon, Congo, Cameroon, Senegal and Nigeria), in a partnership with "Compagnie Française de l'Afrique Occidentale (CFAO)" founded in 1887 specifically as a trading house to do business with Africa. (listed CFAO has recently been bought by Toyota). Only country no. 8, i.e. DRC, can be seen as a non-west african country.
    http://bloom.bg/VvB9qa

    http://bit.ly/VvB7P6

    Like Nigeria, Equatorial Africa and Gabon are benefiting from oil. Giving Gabon enough "confidence" to kill it's kickstarting tourism business:
    http://ind.pn/VvB7Pa

    While Ghana is having exciting developments on FMCG industry:
    http://bloom.bg/VvB7Pb

    http://bit.ly/VvB7Pg

    Guinea on the brink of an iron boom:
    http://bit.ly/VvB9qf

    And French Bolloré investing HEAVILY in West-African logistics:

    Ghana:
    http://bit.ly/VvB9qh

    Ivory Coast
    http://reut.rs/VvB85w

    http://bloom.bg/VvB9qj

    http://reut.rs/VvB85B

    Burkina Faso:
    http://reut.rs/VvB85E

    Niger, Benin:
    http://bit.ly/VvB9qn

    Sierra Leone:
    http://bit.ly/VvB85H

    http://bit.ly/VvB9GD

    http://bit.ly/VvB9GF

    http://reut.rs/VvB85J

    Togo
    http://bit.ly/VvB9GI

    Cameroon:
    Lukoil
    http://bloom.bg/VvB9GK

    Chevron
    http://bloom.bg/VvB9GN

    MTN, Dangote cement (see links above).

    Also within French conglomerate Bolloré, which accounts 23% of it's revenue from Africa and 54% of Bolloré's revenue from Logistics, there seems a focus on West-Africa for Bolloré Africa Logistics:
    http://bit.ly/VvB85H

    http://tinyurl.com/ppp...

    I would assume that only the interior of West-Africa is lagging behind in the continent's Renaissance.

    Mass media only covers the bad news coming from Islamic militants in Niger, Mali, Chad and Northern Nigeria.

    In that sense, I fully understand Morocco: not in my backyard + protection of the King vs. (Islamic) Republic.
    However, Tigo (=Millicom Int'l (previously listed on Nasdaq, now Stockholm only) has also made inroads to the inner, more northern, regions, i.e. Chad and Senegal in 2006 and 2007:
    http://bit.ly/VvB85K

    With all these bad news headlines (in mainstream media) covering the West-African region as a whole, it almost 'looks' like a good time to enter general West-African markets .

    In the meantime business goes. Dangote very recently had plans for a London IPO:
    http://on.ft.com/VvChKk
    Jun 28 07:21 AM | 2 Likes Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    UK hand in glove with Ethiopia's booming leather sector (Pittards, in BBC News)

    http://bbc.in/1m4Qt8b
    Jun 27 11:23 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    A very interesting news source, CNBC Africa:
    http://bit.ly/1m4OjoW
    (didn't know it existed, only knew CNBC Asia)

    Easy to watch without cable, or satelite:
    http://bit.ly/1m4OjoZ

    Interesting....:
    http://bit.ly/1m4Ojp4

    http://bit.ly/1m4Ojp2

    http://bit.ly/1m4Oi4p
    Jun 27 11:11 AM | 1 Like Like |Link to Comment
  • Vietnam Poised To Grow: Finding The Best Investment Vehicle [View article]
    Off topic, but is USD 10.000 also the current minimum for the Asia Frontier Fund ?
    Jan 10 05:39 AM | 2 Likes Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    Jon

    Can I make a request as a Forbes reader ?
    Perhaps some following on the walkabouts of Gabriel Schulze ?
    Scion of the Newmont Mining family and frontier market investor:
    http://onforb.es/1jicsak

    http://onforb.es/1jicsas

    http://on.ft.com/1jicsav

    http://on.ft.com/1jicsay
    Dec 18 11:39 AM | 1 Like Like |Link to Comment
  • Another Myanmar Company To Watch [View instapost]
    John,

    How about writing a SA article analyzing Bangkok Dust Medical Services (BDULF) ?
    It seems they are having 3 Cambodian hospitals, 1 Myanmar clinic and an exposure to Laos
    (while also benefiting from US, Australian, UAE and Russian medical tourism)

    BGH plans to add six more hospitals
    http://bit.ly/1cs4Peq

    BGH plans to open Myanmar hospital
    http://bit.ly/1cs4Pes

    http://bit.ly/1cs4N6v

    Hospital holdings as seen in annual report:
    http://bit.ly/18FnJ9x
    Oct 31 06:39 AM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    More Myanmar exposure:

    Bangkok Dusit Medical Services (hospital group):
    http://bit.ly/HeNYgI

    Rocket Internet (24% owned by Kinnevik (=Wallenberg family):
    http://bit.ly/HeNYgK
    Oct 30 06:20 AM | 1 Like Like |Link to Comment
  • East & Sub-Saharan Africa Investing Blog [View instapost]
    More on playing Angola via non-energy related stocks:
    http://bloom.bg/1aEn7SV

    Millicom enters eastern DRC Kivu province:
    250,000 new customers in less than 3 months
    http://bit.ly/1aEn7SY
    Oct 22 02:09 PM | 1 Like Like |Link to Comment
  • Myanmar Investing Blog [View instapost]
    Myanmar Country briefing: Myanmar proxies as noted by DBS Group:
    http://bit.ly/15VuTJW
    Oct 20 06:39 PM | 1 Like Like |Link to Comment
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