Group 1 - The core viewpoint of the article is that the African credit market may disappoint investors expecting to replicate last year's impressive returns, as highlighted by Enko Capital Management LLP [1] - Enko Capital Management, managing $1.4 billion in assets, is actively seeking trading opportunities to mitigate potential setbacks in Africa's best-performing assets [1] - The Chief Investment Officer of Enko, Alain Nkontchou, emphasizes that a key risk for Africa is the reversal of the dollar's weakening trend since 2026 and the potential end of interest rate cuts by central banks, including the Federal Reserve [1] Group 2 - Enko's performance has been notable, delivering a 32% return for investors in the first 11 months of 2025, which is three times the average return of 11% for emerging market debt hedge funds during the same period [1] - This performance positions Enko to potentially achieve its best year since its establishment in 2016, with the annualized return rising to 17.2% [1]
机构：非洲信用市场回报或难以为继 美元走势成关键风险
Xin Lang Cai Jing·2026-01-07 08:59