Thu, Feb 11, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

South Africa offers a more mature emerging markets bet

Friday, November 30, 2012

amb
Robert Oellermann
Bailey McCann, Opalesque New York:

For institutional investors looking at emerging markets, investing in one country can actually be a play on activity in another. Take for example South Africa, in which a significant portion of the economy is based around resource exports. Investing here, can offer investors indirect China exposure. South Africa is one of the more developed emerging markets and also has a maturing stock market. Some funds, like Tantalum Capital have been in country since 2005 when it was still a nascent market. Robert Oellermann, one of the founders of Tantalum, spoke with Matthias Knab in a recent Opalesque TV interview about what it means to invest in South Africa and where the opportunities lie.

"Theres an interesting dynamic that investors get when they invest in the South African market. Its part frontier, it has access into that sort of frontier space, into Africa, new mining territories, Greenfields mining expansion, but it also is a very evolved financial system, very highly evolved service industry, and then a growing dynamic on the consumer side," explains Oellermann.

He notes that the economy of South Africa is beginning to shift. Former cornerstone industries like mining, now account for less and less of the countrys GDP. In its place, a diverse consumer markets opportunity now presents itself.

Despite this growt......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Credit Suisse cherry picks hedge fund ideas[more]

    From FT.com: Credit Suisse Asset Management plans to cherry pick profitable concepts from hedge funds with the launch in Europe of a “best ideas” strategy. The investment arm of the Swiss bank said the strategy will separate it from other funds blighted by “overcrowding problems”. It comes at a time

  2. Investing - Hedge funds bet on risks in U.S. blue-chip debt, Hedge funds bets against bank credit risk paying off, Tiger Global still likes Internet names, gets pointers from Jeter[more]

    Hedge funds bet on risks in U.S. blue-chip debt From WSJ.com: Hedge funds are betting the next bond sector to crack will be the $4.5 trillion market for the safest U.S. corporate debt. New York’s Perry Capital has placed a $1 billion wager against investment-grade bonds issued by 10 comp

  3. Short Selling - Hedge fund manager Kyle Bass is shorting real estate—again, Top US hedge fund has €80m short position in Paddy Power Betfair[more]

    Hedge fund manager Kyle Bass is shorting real estate—again From Fortune.com: He also predicted the mortgage crisis in 2008. Hedge fund manager Kyle Bass, who runs Dallas-based Hayman Capital, tanked the stock of a little-known real estate financier Friday by revealing that he is shorting

  4. Investing - Real estate secondaries sole 'bright spot' in 2015, As hedge funds stumble, one firm prepares to buy illiquid stakes[more]

    Real estate secondaries sole 'bright spot' in 2015 From IPE.com: The secondary market for property was the sole “bright spot” over the course of 2015, as hedge fund secondaries saw deals fall by two-thirds, according to a wide-ranging survey of the market. Setter Capital said 2015 saw th

  5. Opalesque Exclusive: Directors want to be considered trusted partners by new manager[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A hedge fund director provides her perspective on emerging hedge fund managers. She will happily work with those who have set themselves up for future growth, s