Nick Ndiritu
Articles by Nick Ndiritu
What lies ahead for Africa’s frontier markets?
At the core of our investment philosophy is a belief that markets are not always efficient or rational. We invest in businesses that we consider to be...
Broadened horizons, local learnings
Leonard Krüger and Nick Ndiritu look at how we have tailored our investment philosophy and process to invest in Frontier Africa markets. They discuss lessons...
Guarded optimism on new Zimbabwe dollar
This past quarter, Zimbabwe reintroduced its national currency, reviving bitter memories of the hyperinflation period before the infamous Zimbabwe dollar was...
Finding value in frontier African markets
Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...
Riding out volatility in African equity markets
Africa’s equity markets delivered disappointing returns in 2018. The MSCI Africa index was down -24%, while the MSCI Africa ex-SA index was down -13%. None o...
Zimbabwe in transition
Zimbabwe’s election on 30 July 2018 heralds a new beginning after the abrupt end to President Robert Mugabe’s 37-year reign in November 2017. We are not...
Demystifying Africa’s debt markets
Investors seeking diversification outside of South Africa can easily overlook the investment opportunities in other African markets. It is tempting to start ...
Investing in Africa’s debt markets
Patient capital dedicated to Africa’s capital markets is scarce, especially during economic or political downturns. Nick Ndiritu explains how long-term...
Africa's investable universe
We expect a change in prudential investment regulations to allow pension fund investors to invest up to 5% of their assets in Africa, in addition to other...
