Which African market provides the best combo of growth and value? - Stocks - Wazua

Welcome Guest

Search | Active Topics | Log In | Register

Wazua » Investor » Stocks » Which African market provides the best combo of growth and value?

Which African market provides the best combo of growth and value?

Options

Previous Topic · Next Topic

hooverrl		#1 Posted : Wednesday, May 02, 2012 6:20:49 PM
Rank: Member Joined: 9/9/2006 Posts: 52 Location: USA		Hi everybody, If you have an interest in other African markets, I've done some quick analysis on which stock exchanges offer the most compelling blend of growth and value. Where to Invest Now: Africa's Cheapest Stock Market As always, I'd love any suggestions or feedback for improving the model. Cheers! Ryan
Back to top		WWW BLOG Report Abusive \| Report SPAM
User Profile

essyk		#2 Posted : Wednesday, May 02, 2012 7:45:03 PM
Rank: Elder Joined: 11/15/2011 Posts: 4,518		Was about to add something but I found it in the same blog u posted .Here it is. Quote: Unfortunately, investing solely on the basis of growth forecasts often ends in disappointment. Rapid economic growth doesn’t necessarily translate into awesome stock market returns. In fact, studies show there is no correlation between the two. There are many indexes which help build up investor confidence.Growth is not sufficient enough. "The true measure of a man is how he treats someone who can do him absolutely no good.
Back to top		Report Abusive \| Report SPAM \| Edit by user: Wednesday, May 02, 2012 11:54 PM \| Reason: Not specified
User Profile

VituVingiSana		#3 Posted : Wednesday, May 02, 2012 11:34:42 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi		Very interesting! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		Report Abusive \| Report SPAM
User Profile

tony stark		#4 Posted : Thursday, May 03, 2012 5:08:16 PM
Rank: Veteran Joined: 7/8/2008 Posts: 947		@hooverrl/ Ryan I like your thinking. Your measure though would make sense if the GDP growth was focused industry focused. For example Kenyans 5% growth is currently driven by horticulture, tourism and finance. The P/E/G ratio would make sense to compare the P/E ratio of the industries that drive the growth. Another example of not applying the whole index to your P/E/G ratio is Ghana. The 7% growth is tame for given that they are now oil producers and had a 13% growth in 2011. Most if this growth is in oil, gold and Cocoa driven therefore your PEG ratio would make o much sense in this industries. I think this is still an interesting view of the next growth areas in Africa.
Back to top		Report Abusive \| Report SPAM
User Profile

hooverrl		#5 Posted : Monday, May 07, 2012 6:34:22 PM
Rank: Member Joined: 9/9/2006 Posts: 52 Location: USA		I see where you're coming from, Tony. The economic growth isn't even across all industries. Hopefully, the spinoff effects from hot sectors will be a boon to stocks operating in other industries, too.
Back to top		WWW BLOG Report Abusive \| Report SPAM
User Profile

Users browsing this topic
Guest (2)

Wazua » Investor » Stocks » Which African market provides the best combo of growth and value?

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Watch this topic
Email this topic
Print this topic
RSS Feed

Normal
Threaded