Episode 6
Ronak Gopaldas - Macro and Micro Risk Orientation in Africa (Frontier Markets Podcast #6)
In this episode of the Frontier Markets Podcast, we have a conversation with Ronak Gopaldas. Ronak is a founder and director at Signal Risk; a pan-africa risk advisory that covers all 54 countries in Africa. They serve banks, funds, think tanks, and NGOs when it comes to risk orientation in Africa. In this episode, we discuss the following:
- The macro narratives that have shaped perceptions of the African continent over the last 5 years. Covid, Sovereign Debt, and Commodities.
- The geopolitics and geo-economics of the African continent; Ukraine, China, Russia, USA, France, India, and more.
- A quick tour of the risk/return perceptions of Ethiopia, Kenya, Nigeria, and the DRC.
- Opportunities that are created by risk misperception - and philosophies of political risk analysis as a whole.
If you want to learn more, check out the following links:
Finally, if you want to discuss any of the ideas here and want a thought partner that isn’t GPT4, feel free to get in touch with me at krish(at)frontiermarkets.institute.
