Nice write up I'm trying to figure out the best way to invest in Africa. This might be the one but currently going with Helios Towers, do you have any thoughts on it?
No thoughts on Helios Towers, I did not look at it.
MTN is a good entry point to Africa. Airtel too. South African equities are not particularly cheap right now. I would go in when it is really cheap and not necessarily following a thematic.
Nice write up I'm trying to figure out the best way to invest in Africa. This might be the one but currently going with Helios Towers, do you have any thoughts on it?
No thoughts on Helios Towers, I did not look at it.
MTN is a good entry point to Africa. Airtel too. South African equities are not particularly cheap right now. I would go in when it is really cheap and not necessarily following a thematic.