So why has hisah been building a long term energy portfolio since 2011?
http://csis.org/story/af...a-united-states-and-oil
http://www.politico.com/...-14b-africa-109718.html
It's the scramble for energy and infrastructure just like what happened during colonialism. But this time the power shift stays in Africa since for the global econ to survive another 100yrs, Africa MUST be part of it! And Africa MUST get upgraded to 1st world level! The building of the greatest global economy is happening right now, but the continent is in disbelief as well as the rest of the planet. Hot money doesn't gamble. Its actions are deliberate...
Some veterans have boarded the KPLC bus - stockmaster, mwekezaji, deal, myself. Nani wengine? I've started with KPLC. I also mentioned Kengen, KK, cables for now. TCL is also on my radar. I'm scouting more in Africa.
Still holding Africa oil from 2011. @mainat left the bus a while back.
And so I've let out some cats from the bag...
** Because Africa is getting its biggest upgrade since industrialization, global markets will have to get discounted (sold) to raise the money **
#Funding infrastructure 101
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!