Published Nov 7, 2022

Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

Colin Smith and Farouk Miah delve into the promising yet misunderstood investment landscape of Africa, emphasizing the booming telecom sector, strategic market insights, and nuanced investment strategies that balance opportunity with risk management.

Episode Highlights

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Episode Highlights

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Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

Topics covered

Popular Clips

Africa Investment Insights

Emerging Market Insights

Perceptions of African Risk

Investment Strategies Explained

Strategic Portfolio Management

Company Sophistication Insights

Emulating Success

Telecom Investment Insights

Investing in Africa

Africa's Investment Potential

Inflation and Market Power

Investment Decision-Making

MENA Market Evolution

Investment Strategy Insights

Episode Highlights

Telecom Sector Insights

African Investment Landscape

Investment Strategies Explained

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Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

[REPLAY] - Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

[REPLAY] Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)

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Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)

Topics covered

Popular Clips

Episode Highlights

Telecom Sector Insights

African Investment Landscape

Investment Strategies ExplainedColin Smith and Farouk Miah discuss the unique challenges and opportunities of investing in African markets. They explore the diligence process, portfolio construction, and the advantages of public over private markets.

Investment Strategies Explained

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