Gemcorp Capital

How can Africa's next wave of energy and rail investment translate into lasting local growth? At last week's FT Africa Summit in London, Selim Basak and Pranav Khamar explored how long-term capital can help turn the continent's resources and infrastructure ambitions into wider economic opportunity. For energy, the opportunity is to meet international demand while strengthening domestic supply and supporting local industry. Partnerships between private investors and development finance institutions can help move projects towards delivery. For rail, better connections can open up markets for landlocked economies, strengthen regional supply chains and support businesses along trade corridors, extending the benefits beyond moving goods to ports. Across both discussions, patient capital, local knowledge and long-term partnerships were central to ensuring investment creates lasting value for local communities and economies. Thank you to the Financial Times and our fellow panellists for the discussions.

When markets come under pressure, which investment stories deserve a closer look? Episode 17 of Gemcast is now live, exploring this question at a time when it couldn't be more pertinent. In this episode, Mariya Gancheva, CFA, Portfolio Manager and Strategist at Gemcorp Capital, joins Tom Hughes to discuss: 📈What makes a special situations opportunity stand out in times of market distress 🌍How macroeconomic shifts are creating dislocations across sovereign and corporate markets 🤝Why rigorous analysis and local relationships matter when assessing opportunities 🎧Listen to the full episode here: https://lnkd.in/ef9ifAgA #GemcorpCapital #EmergingMarkets #PrivateMarkets #Gemcast

🎧 When markets face distress, where do the opportunities lie and how do you spot them? In episode 17 of Gemcast, Mariya Gancheva, CFA, Portfolio Manager and Strategist at Gemcorp Capital, takes a closer look at special situations investing across emerging markets. Tune in next week to hear her perspective on: 📈 The individual investment stories that stand out when markets come under pressure 🌍 How macroeconomic shifts are creating dislocations across sovereign and corporate markets 🤝 Why rigorous analysis is only part of the picture and what local relationships can reveal Follow Gemcorp to be the first to hear the full episode on launch day.

🎧 When markets face distress, where do the opportunities lie and how do you spot them? In episode 17 of Gemcast, Mariya Gancheva, CFA, Portfolio Manager and Strategist at Gemcorp Capital, takes a closer look at special situations investing across emerging markets. Tune in next week to hear her perspective on: 📈 The individual investment stories that stand out when markets come under pressure 🌍 How macroeconomic shifts are creating dislocations across sovereign and corporate markets 🤝 Why rigorous analysis is only part of the picture and what local relationships can reveal Follow our page to be notified when the full episode launches.

Natural resources can create opportunity. Capital can fuel growth. But neither guarantees prosperity. So what does? Episode 16 of Gemcast is now live, with Professor Sir Paul Collier of Oxford University's Blavatnik School of Government joining Tom Hughes and Pranav Khamar to answer that very question. Drawing on decades of research, including his time leading development research at the World Bank, Sir Paul questions some of the most persistent ideas about what makes economies grow, and what that means for investors looking at emerging markets today. In this episode we discuss: 🏛️ Governance and its role in prosperity, beyond aid and natural resources 🌍 Africa's demographic advantage and the foundations for sustainable growth 💰 Where risk-bearing private capital can go that government balance sheets cannot Listen to the full episode now:

Natural resources can create opportunity. Capital can fuel growth. But neither guarantees prosperity. So what does? Episode 16 of Gemcast is now live, with Professor Sir Paul Collier of Oxford University's Blavatnik School of Government joining Tom Hughes and Pranav Khamar to answer that very question. Drawing on decades of research, including his time leading development research at the World Bank, Sir Paul questions some of the most persistent ideas about what makes economies grow, and what that means for investors looking at emerging markets today. In this episode we discuss: 🏛️ Governance and its role in prosperity, beyond aid and natural resources 🌍 Africa's demographic advantage and the foundations for sustainable growth 💰 Where risk-bearing private capital can go that government balance sheets cannot 🎧 Listen to the full episode here: https://lnkd.in/exSH7bcB #Gemcast #Gemcorp #EmergingMarkets #PrivateCredit