What Trump's Presidency Means for Frontier Markets

The transcript discusses the potential impact of Trump's presidency on Russia, highlighting the uncertainty around sanctions and the role of the Secretary of State. It also examines South Africa's economic outlook, focusing on its currency and political changes. Egypt is noted for its economic resilience, with low exposure to global trade and investment opportunities. The IMF's optimism about Africa's growth is explored, despite challenges with currency adjustments in countries like Nigeria and Ethiopia.

What factors contribute to the optimism of the IMF towards Africa as mentioned in the text?

What does the speaker suggest about the timing of investment opportunities in various countries?