Bright Africa 2015 Drivers, enablers and managers of investment on the continent riscura.com/BrightAfrica.

Slides:

Advertisements

Similar presentations

1 Performance of the Israeli Economy and Bank of Israel Policy Challenges Bank of Israel Annual Report 2010 March 30, 2011.

Advertisements

Storybook 01: South Africa’s Economic Output STANLIB Economics.

1 1 Recent Developments in African Capital Markets – The Nigerian Case October 29, 2007 Discussion Notes By: Godwin Obaseki.

Understanding the Role of Corporate Governance: Lessons from the ROSC Program Alex Berg February 2013.

African market reform continues African capital markets follow the Emerging World Presentation by Des Mahony to the ASEA conference in Accra October.

Investment Companies Economics 71a: Spring 2007 Mayo 17, Malkiel 8 Lecture 4.8.

1 Kellogg India Business Conference 1 Mumbai as an Int’l Financial Center: Aspects of the Indian Economy India Visit 2013 George Mason University January.

1 THE FINANCIAL INDUSTRY AS A CATALYST FOR ECONOMIC GROWTH Louis Kasekende Chief Economist African Development Bank At the Nigeria International Conference.

Draft African Space Policy AMCOMET: 2 nd Task Force Meeting 26 May 2014.

Building a case for Africa by Michele McCann - NAPAfrica Protect. Connect. Grow.

Facts about Uganda  Population 31.7 million  GDP $36.9 billion  9.5% growth  GDP per Capita $1,165.

Chapter 18: Policies and Prospects for Global Economic Growth

Bridging Nigeria’s Infrastructure Gap By M. K. Ahmad Director General National Pension Commission – Nigeria 1 18 November, 2008.

Doing Business in The East African Community 2012 Bujumbura, Burundi April 11, 2012 Alfred Ombudo K’Ombudo Coordinator, EAC Investment Climate Program.

Michal Bodlák. Definition  An investment bank is a financial institution that assists: individuals, corporations and governments companies involved in.

1 Chapter 1: Outline 1. Three Vignettes (3 contrasting stories about livelihood change in …. A. Malaysia B. Ethiopia C. Ukraine D. Development & Globalization.

Developed by Cool Pictures & MultiMedia PresentationsCopyright © 2004 by South-Western, a division of Thomson Learning. All rights reserved. The Economic.

Investments, 8 th edition Bodie, Kane and Marcus Slides by Susan Hine McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All rights.

Chapter 1 The Nature of Real Estate and Real Estate Markets Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin.

The Industrial Gas sector in North Africa a regional breakdown Logie Mackay 4 th Middle East Industrial Gases Conference Dubai, UAE December 3-5, 2013.

İş Yatırım Menkul Değerler A.Ş. Ocak 2005 PERFORMANCE & FINANCIAL RESULTS 2008/Q3 December, 2008.

Copyright © 2007 by South-Western, a division of Thomson Learning. All rights reserved. The Economic Environment Chapter 4.

Worried about your investments heading downhill? is an Authorised Representative of RI Advice Group Pty Ltd.

Capital Markets Analysis and Economic Update Presented by: Authorised Representative, RetireInvest Pty Ltd AFSL

Global Structured Finance Division 14 February 2008 Japan-India Public Private Partnership Forum 2008 “Finance Mechanism for the Infrastructure Development.

John Panzer World Bank February 2007 Global Economic Prospects, 2007 Managing the Next Wave of Globalization in North Africa.

QB March 2011 Presentation by the South African Reserve Bank to the Portfolio Committee on Finance Quarterly Bulletin March April 2011.

W H E R E O P P O R T U N I T I E S E M E R G E 11 Regional Differences in Doing Business In Ukraine Dr. Edilberto Segura Partner and Chief Economist,

The performance of an economy Economic indicators:  inflation rate  foreign trade  employment  productivity  interest rates  money supply Social.

© 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner.

General Advantages – Joining a community of stability, democracy, security and prosperity – Growing internal market, increasing domestic demand (customs-free.

0 Foreign Investor Perspective of Africa September 2006 Leon Myburgh Sub-Saharan Africa Specialist

Dr Gordian Gaeta 7th Asia Economic Forum: The Asian Century in the Making: Achievements, Challenges and Future Trends Session V: Sustaining Asia’s Economic.

Cross Section of the Financial Sector Developments in Bosnia and Herzegovina Radomir Božić. Ph.D. Sarajevo. October Fifth SASE International Conference.

Transformation in the Banking Sector for BankSeta by Dr Azar Jammine Director & Chief Economist Econometrix (Pty) Ltd.

BULGARIA Country and Financial Sector Presentation.

The Nature of Real Estate and Real Estate Markets Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill/Irwin.

Kiichiro Fukasaku Development Centre

SA Economic Indicators: for the month of May 2013.

1 Office of the Chief Economist Global economic growth The outlook for the Australian resources sector Mark Cully APPEA Tax and Commercial Conference 29.

23 April 2009 UNECA Léonce Ndikumana Director, Research Department African Development Bank Africa and the global crisis: will growth hold? Africa Forum,

The most appropriate context for triple bottom line (or PPP/SRI) in South Africa F Makwetla RisCura.

Long-term Finance in Africa: The Next Frontier David Ashiagbor Making Finance Work for Africa (MFW4A)

The Euro Area Crisis: Origins, Prospects and Implications for the World Economy and Global Governance Domenico Lombardi UNLV, April 3, 2013.

The Global Economy: Finance By: Reba Cox. Balance of Payments The summary of all economic transactions between people of one country and all other countries.

Chapter 1 Why Study Money, Banking, and Financial Markets?

ACTUARIAL SOCIETY – Quantifying risk, enabling opportunity Insurance Market Survey of Selected African Countries Bertus Thomas AIO Life Seminar Khartoum.

ITCILO/ACTRAV COURSE A Capacity Building for Members of Youth Committees on the Youth Employment Crisis in Africa 26 to 30 August 2013 Macro Economic.

1 “The Buy-Side – A Reality Check” Kayode Akinkugbe CEO, FBN Capital Limited 14 March 2013.

1. What would you do with $5,000? Be specific. 2. What percentage of taxes should the government take? 3. Where is the safest place to keep your money?

Diery Seck & Amie Gaye, CREPOL 4 th July  1) Were there distinct impacts of the crisis on Arab Region and Sub-Saharan Africa (SSA)?  2) What are.

Markit PMI James Kwan \ ***DATE*** The Science of Finance.

by Dr. Bekithemba Mpofu PhD MBA MSc BSc FCMI CBIFM

The African Connection

Unlisted Assets - Operational Challenges - Funds SA Case Study

Macro-Financial Review H June 2016

Analyze ICICI Prudential Mutual Fund Schemes Performance

Economics 71a: Spring 2007 Mayo 17, Malkiel 8 Lecture 4.8

WOMEN & INVESTMENT Sabah Almoayyed.

Africa, the Sleeping Giant - Quiz

Global Economy is Expected to Grow by 3

Unit 4 Economic activities.

11/26/2018 A Rainy Day Ahead? What A Recession Or Bear Market Could Mean To The Golden State Gabriel Petek, CFA U.S. States Group / U.S. Public Finance.

© 2016 Pearson Education Ltd. All rights reserved.19-1© 2016 Pearson Education Ltd. All rights reserved.19-1 Chapter 1 Why Study Money, Banking, and Financial.

The Nature of Real Estate and Real Estate Markets

CAPITAL MARKET Chapter 2 “Financial Services” by R Shanmugham

Indirect Investing Chapter 3

Business Opportunities in SADC 14 March 2019 Mr Pumelele Qongqo cidb

East meets West meets East

Finance, Financialisation and the Crisis

Presentation transcript:

Bright Africa 2015 Drivers, enablers and managers of investment on the continent riscura.com/BrightAfrica

Continent can be divided into 9 meaningful markets 2 Source: RisCura Central Africa East Africa Egypt & Sudan Francophone West Africa Maghreb region Nigeria Other West Africa South Africa Southern Africa excl. SA

Domestic consumption is fairly well diversified 3 GDP (nominal GVA) output by region (2014) Source: BMI Research, RisCura analysis Franco- phone W. Africa

Large reliance on extractive industries for exports 4 Breakdown of regional exports (2013) Source: Trade Map, RisCura analysis Franco- phone W. Africa

STATE OF INFRASTRUCTURE AS AN ENABLER

Consistent income crucial for infrastructure 6 Sources of government funding (2014) Source: BMI Research, IMF WEO October 2014, Heritage Index of Economic Freedom, OECD - Development Aid at a Glance 2. Africa (2014 edition), RisCura analysis Franco- phone W. Africa

Maghreb leads the pack on paved roads 7 Road infrastructure (latest available information) Source: CIA World Factbook, RisCura analysis

Rail infrastructure in Africa lags its peers 8 Km of rail per km 2 of land area (latest information available)) Source: CIA World Factbook, RisCura analysis Franco -phone W. Africa South- ern Africa

Significant energy infrastructure needed 9 Energy (MW) per million people (latest available information) Source: CIA World Factbook, IMF WEO October 2014, RisCura analysis Franco- phone W. Africa South- ern Africa

PENSIONS, INSURANCE AND DFIs DRIVE GROWTH THROUGH INVESTMENT

African pension assets growing quickly 11 Annualised growth rates (local currency) vs. Asset as a % of GDP Source: Regulator annual reports and websites, other industry sources, EAC review of pension sector (Callund Consulting), Towers Watson Global Pension Study 2015, RisCura analysis

Significant allocation to fixed income in Nigeria and E. Africa 12 Asset allocation of pension funds across Africa Source: Regulator annual reports and websites, other industry sources, EAC review of pension sector (Callund Consulting), Towers Watson Global Pension Study 2015, RisCura analysis

Potential for insurance growth 13 Penetration and expected annual growth in AUM by region Source: Swiss Re, UN Population Division, IMF, African Insurance Organisation, NKC Research, S&P Capital IQ, RisCura analysis Franco- phone W. Africa

Significant growth in insurance AUM expected 14 AUM by region in 2012 and 2018 (projected) Source: Swiss Re, UN Population Division, IMF, African Insurance Organisation, NKC Research, S&P Capital IQ, RisCura analysis Franco- phone W. Africa

AFRICA’S LISTED EQUITY MARKETS

Liquidity still poor, but improving 16 Number of companies listed vs number of companies traded Source: ASEA (African Stock Exchange Association), RisCura analysis

Listing allowance of Africa indices 17 Source: MSCI Indices; S&P Dow Jones Indices; RisCura Analysis

AFRICA’S UNLISTED EQUITY MARKETS

South Africa losing dominant deal position 19 Number of private equity entry transactions by region Source: RisCura

Uptick in deals in Energy investment 20 Number of private equity entry transactions by sector Source: RisCura

THANK YOU riscura.com/BrightAfrica

Disclaimer 22 This presentation contains confidential information and is protected by copyright law. Copyright in all information, material and logos are protected by both national and international intellectual property laws. Accordingly, any unauthorised copying, reproduction, retransmission, distribution, dissemination, sale, publication, broadcast or other circulation, or exploitation of this material will constitute an infringement of such protection. The information contained in this presentation is provided 'as is' without warranty of any kind. The entire risk as to the result and performance of the information supplied in this document is assumed by the user and in no event shall RisCura be liable for any direct, consequential, or incidental damages suffered in the course of using the information contained herein as a result of the use of, or the infringement of any copyright laws. The copyright in all material of RisCura Solutions (Pty) Ltd ("RisCura") and all its subsidiaries shall continue to vest in RisCura. RisCura is an authorised financial services provider.