Fri, Sep 4, 2015
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. Cliff Asness attracts $360 million as liquid alternative funds hold up[more]

    From Bloomberg.com: As U.S. stocks suffered their worst month in more than three years in August, Clifford Asness’s managed futures fund was able to profit. Investors are taking notice. The $9.12 billion AQR Managed Futures Strategy Fund pulled in an estimated $360 million in net subscriptions last

  2. Opalesque Exclusive: When the SEC calls, fund managers need to get out of their own way[more]

    Bailey McCann, Opalesque New York: New pressure is hitting alternative investment funds from all angles. So far this month both hedge fund and private equity players have seen enforcement actions, and subsequent fines over fees, disclosures, and misleading statements. Citi one of the biggest

  3. Performance - Einhorn and Loeb's hedge funds both decline 5% in August, Some target-date funds miss in the market turmoil[more]

    Einhorn and Loeb's hedge funds both decline 5% in August From Reuters.com: Hedge fund billionaires David Einhorn and Daniel Loeb saw their main funds lose roughly 5 percent in August during a dramatic market sell off, two people familiar with their returns said on Monday. Einhorn's

  4. Fortress hedge fund manager David Dredge says markets trouble on the way[more]

    From AFR.com: David Dredge of global hedge fund Fortress has built a career studying, predicting and protecting against the world's major financial crises. The recent convulsions in global sharemarkets are "just the beginning" of a painful adjustment as money drains from the emerging market economie

  5. North America - Puerto Rico agency plans talks with hedge fund creditors[more]

    From WSJ.com: Puerto Rico’s Government Development Bank is planning to begin confidential debt-restructuring talks with hedge funds that own its bonds as early as next week, said a person familiar with the matter. The parties are set to discuss a plan under which the investors would lend additional

 

banner