Capital Markets Africa reposted this
#ICYMI, from July 2024 💡 "𝑾𝒆 𝒐𝒏𝒍𝒚 𝒐𝒘𝒏 𝒕𝒘𝒐 𝒃𝒂𝒏𝒌𝒔, 𝒂𝒍𝒕𝒉𝒐𝒖𝒈𝒉 𝑵𝑴𝑩 𝑩𝒂𝒏𝒌 𝑷𝒍𝒄 𝒊𝒏 𝑻𝒂𝒏𝒛𝒂𝒏𝒊𝒂, 𝒘𝒉𝒊𝒄𝒉 𝒊𝒔 𝒂 𝒇𝒂𝒏𝒕𝒂𝒔𝒕𝒊𝒄 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔, 𝒊𝒔 𝒐𝒖𝒓 𝒍𝒂𝒓𝒈𝒆𝒔𝒕 𝒉𝒐𝒍𝒅𝒊𝒏𝒈. 𝑵𝒐𝒕 𝒃𝒆𝒄𝒂𝒖𝒔𝒆 𝒊𝒕 𝒘𝒂𝒔 𝒔𝒐 𝒍𝒂𝒓𝒈𝒆 𝒘𝒉𝒆𝒏 𝒘𝒆 𝒇𝒊𝒓𝒔𝒕 𝒃𝒐𝒖𝒈𝒉𝒕 𝒊𝒕, 𝒃𝒖𝒕 𝒃𝒆𝒄𝒂𝒖𝒔𝒆 𝒊𝒕'𝒔 𝒅𝒐𝒏𝒆 𝒔𝒐 𝒘𝒆𝒍𝒍. 𝑰 𝒕𝒉𝒊𝒏𝒌 𝑰 𝒉𝒂𝒗𝒆 𝒂𝒏 𝒂𝒗𝒆𝒓𝒂𝒈𝒆 𝒆𝒏𝒕𝒓𝒚 𝒄𝒐𝒔𝒕 𝒐𝒇 2,000 𝑻𝒂𝒏𝒛𝒂𝒏𝒊𝒂𝒏 𝒔𝒉𝒊𝒍𝒍𝒊𝒏𝒈𝒔 𝒂𝒏𝒅 𝑵𝑴𝑩 𝒊𝒔 𝒕𝒓𝒂𝒅𝒊𝒏𝒈 𝒂𝒕 𝒐𝒗𝒆𝒓 5000 𝑻𝒂𝒏𝒛𝒂𝒏𝒊𝒂𝒏 𝒔𝒉𝒊𝒍𝒍𝒊𝒏𝒈𝒔 𝒕𝒉𝒓𝒆𝒆 𝒂𝒏𝒅 𝒂 𝒉𝒂𝒍𝒇 𝒚𝒆𝒂𝒓𝒔 𝒊𝒏. [𝑰𝒕'𝒔 𝒂𝒍𝒔𝒐] 𝒃𝒆𝒆𝒏 𝒑𝒂𝒚𝒊𝒏𝒈 𝒖𝒔 𝒂 𝒅𝒊𝒗𝒊𝒅𝒆𝒏𝒅 𝒚𝒊𝒆𝒍𝒅 𝒐𝒇 10% 𝒑𝒍𝒖𝒔." (Tim Staermose) In July, I had the privilege of chatting with Tim Staermose, Founder, African Lions Fund. Based in Tanzania, Tim has a good view of East Africa's equity markets. In this conversation, he shares about his move from investing in Asia to Africa, the opportunity for value investing in Africa, the macro factors he’s keeping an eye on between now and year end, and much more. Enjoy! https://lnkd.in/gbSuMEfx #investinginAfrica #Africanequities #Africanstocks #Africancapitalmarkets Disclaimer: Capital at risk.
