East & Sub-Saharan Africa Investing Blog

Dec. 23, 2012 12:53 PM ETAFK, FM, FRN320 Comments
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Asia, Emerging Markets, frontier markets

Contributor Since 2011

I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site: http://www.forbes.com/sites/jonspringer/ If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog: http://seekingalpha.com/instablog/899162-jon-springer/2602421-jon-springer-articles-since-december-2013 You can follow me on Twitter here: https://twitter.com/FrontierWriter You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844 I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman. I will contribute still to Seeking Alpha from time to time as the opportunity presents itself. The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."

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.

Who does?

Jan Schalkwijk (Africa)

Ryan Hoover (Africa) (good investor bible of Sub-Saharan mutual funds and ETFs by Ryan here, as noted by Schumpeter_1)

Investing Africa (Ryan Hoover's off-site blog) (free)

Mutale Mubanga (Africa; based in Zambia)

Kenyan Investor

Evaluate Energy wrote this good article about Namibia

John Polomny has investments there

Harris Kupperman (on Seeking Alpha) and of the free blog Adventures In Capitalism has spent time there and blogged about it (Mozambique, Zimbabwe, Namibia, etc - go to the site and look it up)

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."

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