Equities: Ghana And Nigeria Over South Africa And Mauritius

We hold to our core views on Sub-Saharan African equities, which are serving us well: We like markets that remain far below their all-time highs, especially those which have a promising technical picture and strong macroeconomic fundamentals - namely Ghana, Nigeria and Kenya; we dislike markets which are heavily exposed to global risk aversion and weak demand in the Eurozone - namely South Africa and Mauritius

To read the full article, please choose one of the following options: