My Africa investment strategy research was published by Marc Faber in his Monthly Market Commentary this month, available exclusively to his subscribers. The report titled The Africa Boom: It’s a ‘Government Cycle’, Not a ‘Business Cycle’ was sent as a standalone in addition to Marc’s MMC. Link. Visit Marc’s website.
I spoke to Bruce Whitfield about ETM Analytics’ household price index inflation that has climbed by 9.2% from March 2013 to November 2013, an annualised rate of increase of 12.4%. This compares with the ‘official’ inflation rate of 5.5% year-on-year in October 2013. (I come in at around the 27 minute mark).
I presented my and ETM’s macro view on the Africa consumer boom at the Thomson Reuters 3rd annual Trading Africa Summit held at the One & Only in Cape Town this week. You can download the PowerPoint presentation at the link below – Thomson Reuters will make a video of my talk available sometime next week that I’ll link to as well. You can download my presentation and see a pic by following the link.
I penned an article for Casey Research’s Midweek Matters in late September. The title of the article is “Be careful of the Africa boom.”