In this first issue of our Macro Newsletter, we hope to share some insights from the Actis Macro Forum, a group composed of professionals from across our regions and from each of our three key business units, Energy and Infrastructure, Private Equity and Real Estate.
The Forum meets regularly to share experience and perspectives on key macro and political developments across our markets and is also represented in all Investment Committee discussions.
In this issue, we have two focus articles, one of which covers the current situation in North Africa and one which looks at developments we are seeing in China. We conclude with an introduction to our longer term view on the local currencies in which we invest and how we seek to manage our FX exposure through the use of this analysis.
To view the full insight click the download link.