Opportunities in the Continent of Africa

Last updated on September 11th, 2021 at 03:00 pm

It would be remiss to paint the African continent with one brush as many countries are at varying stages of their macroeconomic and political cycles, according to Franklin Templeton Emerging Markets Equity’s Danesh Ranchhod. He highlights some developments happening right at the heart of these economies, and explains why investors should consider opportunities in this region on a case-by-case basis.

As emerging market investors, understanding cycles and developments in the region of Africa in relation to other earlier stage frontier and emerging markets provides context to the investment opportunities we’re presented with.

We’re cognizant that a combination of the pace of government reforms, regulatory framework and political landscape affects countries such as Nigeria, Kenya and South Africa in very different ways, as they are at different stages of the economic cycle.