The Most Severely Misunderstood Markets in the World

I missed The Most Severely Misunderstood Markets in the World can Achieve Outsized Investor Returns: Africa, posted a few months ago, but the story therein continues to ring true now.

Read the whole thing but TL;DR in the author’s own words:

Africa risk is much lower than you think.
Africa is growing differently than you think.
There are more $10B+ opportunities than you think.
The talent is better than you think.

And while the author has ideas on how to invest (which seem to focus on setting up your own fund) one other far simpler option is to invest into existing investment holding companies, e.g. Africa Eats and the new Africa Trees.

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