Kenya, every mention
5 scenes (said by Colin Smith) · ← back to Kenya
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Verbatim, from the transcripts: the passages where Kenya comes up
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 13:59 Colin Smith In our case, South Africa, Egypt, Morocco, Nigeria, all quite big exchanges, and then the next tier down will be the likes of Kenya, and those are the sort of mainstays of our portfolio.
- ▶ 14:49 Colin Smith Maybe I can start talking about Equity Group in Kenya. 5 times in the scene
- ▶ 26:19 Colin Smith So if we decide today that we want to invest ten million dollars into equity group in Kenya, actually we may have to think about where that ten million dollars is gonna go.
- ▶ 34:54 Colin Smith A historically low inflation economy like Kenya or South Africa should see less depreciation than a higher inflation economy like Ghana or Nigeria, and those things are really important for us to understand because when we're making… 2 times in the scene
- ▶ 38:43 Colin Smith So although we run a very concentrated portfolio, we add diversification because frankly, what happens in the Kenyan economy is not particularly well correlated with what happens to the US.