Bohdan Vorontsov·13h agoChad Is Not Where Most Investors Look. That Is the PointWhy the hardest markets sometimes carry the clearest advantage.
Fixed Income Frontier·Oct 21Kenya's 16% t-bill has shut the door on eurobond buyersNairobi's domestic borrowing costs are now roughly three times what it pays abroad, inverting the usual logic of frontier debt issuance.
Bohdan Vorontsov·Sep 24What Libya’s Construction Sector Tells You About the Rest of the CountryI keep coming back to one sector whenever people ask me whether Libya is “ready” for investment: construction and building materials. It’s…
Darwin Gosal·Sep 20Kazakhstan Is Not the Middle of NowhereIt may be becoming the middle of everything.
Fixed Income Frontier·Sep 17JPMorgan's new frontier bond index hands africa 45% of the weightThe benchmark covers roughly $325 billion of local-currency debt across 25 countries, with average yields near 10.4% and an average credit…