DiscoverAfrican Allocator PodcastValuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today
Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

Update: 2025-04-25
Share

Description

Ayo Salami is Chief Investment Officer at Emerging Markets Investment Management (EMIM), a London-based investment manager. In this conversation, he reflects on his journey from academia to fund management, provides a historical view of the present moment in African listed equity valuations, and explains why domestic African capital sources are key to the next decade of African development.


Learn more about Ayo Salami | Emerging Markets Investment Management

Website: https://emim.com/




Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com



Hosted on Acast. See acast.com/privacy for more information.

Comments 
In Channel
The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

2025-09-1925:12

Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions

Building Nigeria’s Pension Future, with Dave Uduanu, Chief Executive Officer, Access ARM Pensions

2025-09-1217:50

Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management

Overlooked and Undervalued, with Steven Quattry, Portfolio Manager Next Gen Emerging Markets, Morgan Stanley Investment Management

2025-08-2134:27

The $6.8 billion man, with Roland Gräbe, Chief Investment Officer, Old Mutual Multi-Managers

The $6.8 billion man, with Roland Gräbe, Chief Investment Officer, Old Mutual Multi-Managers

2025-07-0444:28

The growth (and challenge) of ETFs in Africa, with Nerina Visser, Director at ETFSA Portfolio Management Company

The growth (and challenge) of ETFs in Africa, with Nerina Visser, Director at ETFSA Portfolio Management Company

2025-06-2051:14

Multi-Asset Investing in Southern Africa, with Mike Adsetts, CIO, Momentum Investments

Multi-Asset Investing in Southern Africa, with Mike Adsetts, CIO, Momentum Investments

2025-06-0641:05

Capital Allocation across African Infrastructure, with Vuyo Ntoi, Co-MD, African Infrastructure Investment Managers (AIIM)

Capital Allocation across African Infrastructure, with Vuyo Ntoi, Co-MD, African Infrastructure Investment Managers (AIIM)

2025-05-2638:08

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

2025-04-2501:01:07

Private Credit with Aum Thacker, Investment Professional, TLG Capital

Private Credit with Aum Thacker, Investment Professional, TLG Capital

2025-03-2725:55

Frontier Markets Investing, with Thea Jamison, Managing Director, CHANGE Global Investment

Frontier Markets Investing, with Thea Jamison, Managing Director, CHANGE Global Investment

2025-03-1021:19

Google Play
Download from Google Play
Castbox
Download from App Store
usUnited States
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today

Valuations, Volatility, and Vision: Ayo Salami on African Equity Markets Today