Tue, Jul 26, 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. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Opalesque Exclusive: ArbitrOption outperforms benchmarks, up 7.18% in H1[more]

    Komfie Manalo, Opalesque Asia: Independent registered advisor ArbitrOption breezed through the tumultuous Brexit referendum and outperformed its benchmarks. ArbitrOption was up 7.18% in the first half of 2016 compared to the S&P 500 which gain

  4. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  5. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New