Jenkins: African equities are an easier play on China than China itself
Meredith Jenkins · Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) · Jun 30, 2025 · at 30:11
Meredith Jenkins explains the investment thesis behind frontier market equity allocations in Africa.
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“Africa tends to do quite well when the commodity cycle is strong. They benefit. There's an argument to be made that it is an easier China play than China itself.”
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