I would like to invest in any two of the above. All have seen good price appreciation this year, all have been holding their price levels despite a decline in the NSE. Pan Africa and DTBK have almost similar P/E and P/B but div yield is 5% for Pan Africa vs 1.25% for DTBK.

Transcentury is unique as a long term play. It is trading below book value and has great potential in power, infrastructure and transport.

What are your views.

Stick to pan Africa aka Sanlam ltd and diamond trust aka aga khan

These two companies have solid shareholders who will be at the centre Africas growth!

If you are really hell bent on power and infrastructure sectors but still like insurance then why don't you go with Jubilee holdings ltd... It has a perfect blend of life insurance and private equity in power, property development and infrastructures sectors

www.jubileeinsurance.com...roup/corporate-structure