All South Africa articles
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White papersElections 101: Could the dust be settling favourably for emerging market equities?
In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.
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Asset Manager NewsActis Agrees Sale Of Fibre Operator Octotel
Actis, a global investor in sustainable infrastructure, has signed an agreement to sell leading South African fibre network operator Octotel to a consortium of investors, led by African Infrastructure Investment Managers (AIIM) and also comprising STOA and Thebe Investment Corporation.
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Asset Manager NewsActis To Acquire Swiftnet For US$355m With Plans To Create A Leading Independent Telecom Tower Platform In South Africa
Actis, a leading global investor in sustainable infrastructure, together with Royal Bafokeng Holdings as its empowerment partner, has entered into an agreement to acquire a 100% stake in Swiftnet, a leading telecom tower portfolio in South Africa, from Telkom for an Enterprise Value of ZAR6.75 billion (c.US$355 million).
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White papersSouth Africa Inflation
South African inflation came out higher in January: 4.5% yoy compared to 4% in December but is in the middle of the inflation target (3-6%) of the South African Central Bank (SARB). This acceleration in inflation is mainly explained by a sharp rise in transport prices linked to base effects of fuel prices (+ 13.7% in January against 2.4% the previous month).
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White papersSouth Africa’s economy under pressure
A possible downgrade by Moody’s could compound South Africa’s economic difficulties as Sabrina Khanniche explains.
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Asset Manager NewsCentropolis Towers - Responsible Property Investment in Action
The newly built Centropolis Towers represents a landmark property in the heart of Seoul’s Central Business District, Jongno. Completed in 2018, our 134,399 sq m mixed-use development maximises available space, whilst providing occupiers comfort and convenience through the provision of on-site amenities that enhance health, wellbeing and experience.
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White papersAn Update on our Local Market Resilience Scores
In June 2016, we released Global Macro Shifts1 (issue 5) – Emerging Markets: Mapping the Opportunities [GMS-5]. This paper discussed many of the risks and opportunities across emerging markets while highlighting the importance of assessing economic resiliencies in individual countries. Since then we have seen notable rallies in emerging economies as capital has returned to a number of undervalued markets, particularly during 2017.
