Asia, Emerging Markets, frontier markets
Contributor Since 2011
This blog is nascent. I don't know when I'll travel to East Africa, though I have been in the past to Kenya, Tanzania, & Mozambique.
I've also been to South Africa, Zimbabwe & Zambia.
Matthew Wood of Garrison Capital has mentioned he has an oil & gas project going in Madagascar.
Namibia is supposed to have a bright outlook.
I don't know much investing about these regions.
Jan Schalkwijk (Africa)
Mutale Mubanga (Africa; based in Zambia)
John Polomny has investments there
A high quality reader inspired me to start this blog with an e-mail which said:
"If you might be interested in creating an East African blog sometime in the future, I can share some interesting ideas I've read about Kenya in particular. Here is a sample.
An African City Has The Fastest-Growing Luxury Real Estate Prices On The Planet
The main investment thesis for East Africa includes:
1. It has a great deal of natural resources, especially oil and gas, many of them have been recently discovered.
2. It is on that side of the continent facing the teeming millions in India and China.
3. The northern reaches of East Africa are not that far away from the main trans- global shipping lanes which the Somali pirates are trying to interfere with in vain.
4. The United States is increasing its involvement in the region.
Lord's Resistance Army Disarmament and Northern Uganda Recovery Act
By East Africa, I mean that swath of territory encompassing Uganda, South Sudan, Ethiopia, Djibouti and Puntland in the north extending southward to include Mozambique and Madagascar."