Email of the day
Comment of the Day

March 14 2012

Commentary by Eoin Treacy

Email of the day

on the emergence of Africa:
“I've been considering expanding my portfolio to include more African investments. This interview might add some more background to readers who might be considering doing the same.”

Eoin Treacy's view Thank you for this interesting interview which rhymes with my experience of witnessing Africans in China's wholesale markets sourcing goods for a budding consumer sector back home.

The UK listed Africa Opportunity Fund trades at a discount to NAV of 12.55%. It has rallied over the last two months to break the yearlong progression of lower rally highs and sustained move below 0.8 would be required to question medium-term scope for additional upside.

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