ALLAN GRAY FEATURE – Investing in frontier markets
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GUEST – Varshan Maharaj - Portfolio manager at Allan Gray
One of the benefits that frontier markets offer South African investors is exposure to sectors that might not be available on the domestic stock market. Frontier markets can provide long-term investors with an exciting hunting ground for investment ideas, but being able to weigh-up the risks in these environments, is key to success. Allan Gray portfolio manager Varshan Maharaj joins Kaya Biz to unpack the frontier universe and discuss some of the pockets of opportunity for local investors looking to access sectors and companies that aren’t available on the JSE.
One of the benefits that frontier markets offer South African investors is exposure to sectors that might not be available on the domestic stock market. Frontier markets can provide long-term investors with an exciting hunting ground for investment ideas, but being able to weigh-up the risks in these environments, is key to success. Allan Gray portfolio manager Varshan Maharaj joins Kaya Biz to unpack the frontier universe and discuss some of the pockets of opportunity for local investors looking to access sectors and companies that aren’t available on the JSE.
