Developing country governments will need to spend $4 trillion dollars in the upcoming decades. Such large-scale represents a large opportunity for construction and architectural firms, as well as professional money managers and retail investors, argues Dr. Bryane Michael, Senior Research Fellow of the Skolkovo Institute for Emerging Market Studies.
In a report released today, the author points to areas where investors will likely make the most money in the years ahead. The report specifically notes that:
- Countries in Sub-Saharan Africa (like Kenya, Congo, Tanzania and South Africa) will likely represent star infrastructure builders in the years ahead;
- Telecoms and transport investments will represent the bulk of the $4 trillion “gold rush”;
- Investments in OECD and developing country infrastructure builders would have offered better risk-adjusted returns than the market;
- Even retailer investors with nothing more than an online brokerage account could make large returns from infrastructure companies.
Download Gold Rush in English or Russian.
