Kenya Stock Market analysis - with Tim Staermose

3 years ago
189

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Following my trip to Kenya and research on real estate and the stock market in Nairobi, I decided to interview Tim Staermose to understand his view on Kenya, its stock market, and opportunities in that market. The NSE20 index is down 65% from peak in 2015, which is very attractive to any contrarian investor.

Timestamps:
00:00 Introduction
00:34 Tim's view on the Kenyan economy
04:10 Position sizing with regards to jurisdiction
07:45 African countries not to invest in currently
09:20 Unorthodox interest rate policies in Kenya
11:45 African Lion Fund's stocks / positions in Kenya
14:13 Investing in agriculture companies in Kenya
18:48 The Nairobi Securities Exchange - a good investment?
20:27 Tim's free Africa investment newsletter

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DISCLAIMER

No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction.

Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.

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