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SIlk Invest

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  • 2012, The year of moving towards the Frontiers    (2pm GMT) 2012, The year of moving towards the Frontiers (2pm GMT) Zin Bekkali, Baldwin Berges Recorded: Jan 18 2012 22 mins
    Silk Invest presents its investment outlook for 2012.

    Silk Invest is an investment manager, specialized in the markets of Africa, the Middle East and Frontier Asia.

    This presentation will cover Silk Invest's views on the following themes:

    1. Continued two-speed world
    2. Frontier equity Markets are expected to recover lost ground
    3. Potential double digit equity returns and similar picture on bond side
    4. Painful de-leveraging in developed world has limited impact on frontiers
    5. Year of political clean-up
    6. A year with low inflation with biggest falls in rates within frontier regions
    7. Continued low volatility profiting from low correlation
    8. Flows to frontier regions are at historical lows

    The central investment theme for this year is that the political upheaval that marked 2011 will eventually fade away while investors return to fundamentals and increase their allocations to frontier markets.
  • Investing in the new Egypt Investing in the new Egypt Daniel Broby, Hesham Saad, Jamil Akhundov, Baldwin Berges Recorded: Dec 1 2011 33 mins
    Egypt is re-defining itself as a nation. In this webcast, Silk Invest will share it's views on the investment case for this rising emerging market.
  • Emerging market bonds, what next? Frontier Markets Emerging market bonds, what next? Frontier Markets Daniel Broby, John Bates, Baldwin Berges Recorded: Sep 1 2011 30 mins
    Join us to our next webcast on September 1. We are going to discuss fixed income in the frontier markets with Daniel Broby and John Bates of Silk Invest.

    Frontier market bonds are still trading at high yield levels, well above emerging market bonds despite the fact that the issuers generally have very solid credit scores.

    Daniel and John will provide us with more perspective on how investors could capture the returns of these fairly unknown bond markets.
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  • Frontier markets as a potential safe haven?     August 12, 2.30pm UK Time Frontier markets as a potential safe haven? August 12, 2.30pm UK Time Zin Bekkali, Baldwin Berges - Silk Invest Recorded: Aug 12 2011 33 mins
    Global markets are under pressure, pricing in the big challenges that lie ahead for US and Europe to deal with their poor economic outlook and financials.

    Now is probably a better time than ever to have a closer look at the strong realities of the frontier markets of Africa, the Middle East and Frontier Asian markets that are benefiting from:

    - High economic growth driven by strong domestic demand
    - Low levels of debt and robust sovereign and corporate balance sheets
    - Increasing levels of foreign direct investment
    - Improved governance

    During this webcast we will put in perspective why investors should consider the frontier markets as a potential safe-haven for their investments.

    We look forward to having you on the webcast!