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Alternative Market Briefing

South Africa offers a more mature emerging markets bet

Friday, November 30, 2012

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.

"There�s an interesting dynamic that investors get when they invest in the South African market. It�s 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 country�s GDP. In its place, a diverse consumer markets opportunity now presents itself.

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

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