Tuesday, October 13, 2015

Withdraw from developing markets

Logical investing says that when everyone else is running we should run too! This is what causes such large swings in the stock markets. I have often heard trainers say that you should be happy to sit in the middle of the market, not being the first to enter or exit the market, but ahead of the majority.

Not that I am advising or giving investment advice, but you can see how the shaky commodities and Chinese  markets have shaken the US and European markets to the point of selling off and waiting out for the stormy waters to die down.

"Fortune favors the Brave" not the crazy! But as the western investors leave the developing world and Africa in drives for better times, investors that setup the long term infrastructure will reap the rewards. I am not condoning crazy investment, however as I have learnt from being involved in the African economy, where there are people there is an economy.

One of the attractions to Silicon Valley is the leadership and their approach to taking on risks, read this article about the likes on Elon Musk.

Leadership of Silicon Valley

If you were the leader of a company that could benefit from long term investment in Africa, would you be running away or to the continent right now?

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