Comments on: Q&A on emerging markets with Mark Mobuis http://www.favstocks.com/qa-on-emerging-markets-with-mark-mobuis/114457/ Stock Market News, Opinion, and More! Wed, 08 Sep 2010 20:03:45 -0700 http://wordpress.org/?v=2.9.2 hourly 1 By: Aly-Khan Satchu http://www.favstocks.com/qa-on-emerging-markets-with-mark-mobuis/114457/#comment-598 Aly-Khan Satchu Thu, 11 Mar 2010 11:02:05 +0000 http://www.favstocks.com/qa-on-emerging-markets-with-mark-mobuis/114457/#comment-598 Dear Prieur, Interesting Piece. If I might revert on a few points that got ventilated. 1. Direct Investment versus Indirect. I think South African Equities [in Africa] have been seen as the Gateway to SSA but that in fact whilst the returns are certainly higher Beta investing Directly, they are plain material. 3. What is your Outlook for Africa If Africa represents 2% of Global GDP, I believe [and would be very interested to get the Macro Data] Investors are invested at 25% of that Benchmark ie at 0.5%. This sharp Rally we have been witnessing since the start of the Year is the beginning of a very sweet Spot for African Equities as Portfolio Managers now look to get to equilibrium. I have to believe that whilst what is in the ground is worth a Great Deal but the real Outsize Value is in the Folks who walk upon it. I am certain we have entered an Information Century and the Mobile Phone and Internet in a late cycle Laboratory experiment type situation are bringing nearly a Billion Consumers into the Information Age and at as close to zero as you will find. We got a little derailed but I am certain the Africa Frontier has crossed a Tipping Point. Aly-Khan Satchu www.rich.co.ke Nairobi Dear Prieur,

Interesting Piece. If I might revert on a few points that got ventilated.

1. Direct Investment versus Indirect.

I think South African Equities [in Africa] have been seen as the Gateway to SSA but that in fact whilst the returns are certainly higher Beta investing Directly, they are plain material.

3. What is your Outlook for Africa

If Africa represents 2% of Global GDP, I believe [and would be very interested to get the Macro Data] Investors are invested at 25% of that Benchmark ie at 0.5%. This sharp Rally we have been witnessing since the start of the Year is the beginning of a very sweet Spot for African Equities as Portfolio Managers now look to get to equilibrium.

I have to believe that whilst what is in the ground is worth a Great Deal but the real Outsize Value is in the Folks who walk upon it. I am certain we have entered an Information Century and the Mobile Phone and Internet in a late cycle Laboratory experiment type situation are bringing nearly a Billion Consumers into the Information Age and at as close to zero as you will find.

We got a little derailed but I am certain the Africa Frontier has crossed a Tipping Point.

Aly-Khan Satchu
http://www.rich.co.ke
Nairobi

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