African Allocator Podcast
African Allocator Podcast
Podcast Description
The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today. Hosted on Acast. See acast.com/privacy for more information.
Podcast Insights
Content Themes
The podcast explores themes of frontier markets investing, capital allocation strategies, and the unique challenges and opportunities present in African economies. Episodes include discussions on topics such as Ethiopia's new stock exchange, finding undervalued companies, and market-dominant firms poised for growth.
We’re building the go-to knowledge platform for African institutional capital across three core pillars: Content, Data and Events. Allocator Media Ltd, the holding company behind the African Allocator and African Stock Hunter brands, is a UK-registered company. Company number 16680910.
Hosted on Acast. See acast.com/privacy for more information.
What becomes investable when your time horizon is 20 or 30 years, rather than two or three? That’s the underlying question in this conversation with Mwiya Musokotwane, co-founder and CEO of Thebe Investment Management. Thebe is a Zambia-based real assets investor and developer with interests spanning real estate, infrastructure, energy, agriculture and forestry. Its projects include Nkwashi, a privately-funded town 36 kilometres (22 miles) east of Lusaka, alongside solar and carbon developments elsewhere in the country. In this episode, Mwiya explains how long-duration capital changes the investment opportunity set, what building Nkwashi has taught him about resilience, sequencing and navigating macro volatility, and why Zambia’s energy market is attracting significant private capital. Enjoy!
Learn more about Mwiya Musokotwane | Thebe Investment Management
LinkedIn: https://www.linkedin.com/in/mwiyam
Website: https://thebe-im.com
Learn more about Chipo Muwowo | Allocator Media Podcast
LinkedIn: https://www.linkedin.com/in/chipomuwowo/
Website: https://allocator.media/
Hosted on Acast. See acast.com/privacy for more information.
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