Ronak Gopaldas - Macro and Micro Risk Orientation in Africa (Frontier Markets Podcast #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.

Jaksot(20)

Saad Hassan - Venture Capital in Pakistan (#Frontier Markets Episode #20)

Saad Hassan - Venture Capital in Pakistan (#Frontier Markets Episode #20)

In this episode, we have a conversation with Saad Hassan, Principal & South Asia Lead @Sturgeon Capital. Sturgeon Capital is an investment firm with $250m+ AUM, across Central and South Asia. As their...

10 Touko 20241h 5min

Ronald Phillip - Lessons from Working on $1T of Infrastructure Across Emerging Markets (Frontier Markets Episode #19)

Ronald Phillip - Lessons from Working on $1T of Infrastructure Across Emerging Markets (Frontier Markets Episode #19)

Ronald Philip is an international business leader with over two decades of experience in real estate and infrastructure strategy and investment in emerging markets, having worked on over $1 trillion o...

18 Huhti 20241h 39min

Charlie Robertson - A Multi-Decade View of Frontier Markets (Episode #18)

Charlie Robertson - A Multi-Decade View of Frontier Markets (Episode #18)

In this episode of the Frontier Markets Podcast, we have a conversation with Charlie Robertson. He is the author of two books: (1) The Fastest Billion - The Story Behind Africa's Economic Revolution' ...

31 Loka 202356min

Nic from Vula - A Digital Investment Banker in Every Founder's Pocket & African Fintech (Frontier Markets Podcast #16)

Nic from Vula - A Digital Investment Banker in Every Founder's Pocket & African Fintech (Frontier Markets Podcast #16)

In this episode of the Frontier Markets Podcast, we have a conversation with Nicholas Rawhani; the founder of Vula, a startup that aims to massively simplify the fundraising process for African founde...

29 Elo 20231h 22min

Scott Osheroff  - Understanding the Uzbekistan Opportunity (Frontier Markets Episode #17)

Scott Osheroff - Understanding the Uzbekistan Opportunity (Frontier Markets Episode #17)

In this episode of the Frontier Markets Podcast, our guest is Scott Osheroff. He is a Portfolio Manager at Asia Frontier Fund, focusing on investing in Uzbekistan. He also has significant experience i...

29 Elo 202350min

Eliot Pence - Tofino Capital, Frontier Markets, Emerging Technologies (Frontier Markets Podcast #15)

Eliot Pence - Tofino Capital, Frontier Markets, Emerging Technologies (Frontier Markets Podcast #15)

In this episode of the Frontier Markets Podcast, we have a conversation with Eliot Pence; previously Head of International @Andruil, International Fellow at the Council on Foreign Relations, and a fou...

28 Heinä 202347min

Kiyan Zandiyeh - The Art, Craft, and Science of Investing in the Frontier (Frontier Markets Podcast #14)

Kiyan Zandiyeh - The Art, Craft, and Science of Investing in the Frontier (Frontier Markets Podcast #14)

In this episode of the Frontier Markets Podcast, we have a conversation with Kiyan Zandiyeh, the CEO of Sturgeon Capital.Sturgeon Capital is a thesis driven investment firm, that invests across VC and...

23 Kesä 20231h 16min

Ali Khan - Culture, Law, Cities, Technology, and Institutions in Frontier Markets (Frontier Markets Podcast #11)

Ali Khan - Culture, Law, Cities, Technology, and Institutions in Frontier Markets (Frontier Markets Podcast #11)

In this episode of the Frontier Markets Podcast, we have a conversation with Ali Khan; a founding member of AS Legal Consultants, which is a UAE focused law firm. Ali was lucky enough to have been par...

19 Kesä 20231h 4min

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