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The following article was originally published on gottaquirk.com.

Adrian Saville is a FoQer (Friend of Quirk) and our guest author today.

The article below recently appeared in the 2012 Winter edition of Collective Insight, which is published tri-annually by Finweek on behalf of the South African investment community

The current investment environment presents a challenging setting for any investor.

Drawing on data made available by Visa Inc., the global payments technology company, the article below reports on the progress and prospects for the five countries that make up the East African Community (EAC), namely Burundi, Kenya, Rwanda, Tanzania and Uganda.

Recently I had the privilege of being involved in a series of discussions on CNBC Africa's programme Wealth Quest.

The attached video is an interview done by Bronwyn Nielsen on CNBC Africa's show Investment 360, with co-host Kevin Algeo of Imara SP Reid, relating to Cannon Asset Managers' SuperDogs portfolio, which I manage.

The SuperDogs portfolio is a pooled portfolio which is invested in some of the deepe

Eric Savitz, bureau chief at Forbes in San Francisco, recently published an updated version of my research note that explores the investment landscape for social networking businesses such as Twitter, Facebook, Groupon, LinkedIn, Renren and Zynga.

The updated version of the note also revisits opportunities that the current turbid investment environment has thrown up.

Benjamin Graham is often referred to as the father of value investing. This follows from the fact that the investment principles he set out over many decades of successful investing - starting with his 1934 publication of Security Analysis with David Dodd - remain as relevant today as when they were first presented.

A recent edition of CNBC’s Wealth Quest explored the topic of modern value investing and value fund management.

In his State of the Union address in January this year, US President Obama noted that for the US to “win the future” it needs to “out-innovate, out-educate and out-build the rest of the world.” This notion implies that the countries of the world are engaged in a “win-lose” or zero-sum game.


Tell me who
Who's fooling who
Are you fooling me
Or I am fooling you

The past week saw US policy makers unleash a fresh wave of monetary policy action in the form of the so-called "QE2", or Quantitative Easing Two, programme. What we will never know is what the economic landscape would have been in the absence of quantitative easing (also known as wildly printing money in older textbooks) and fiscal profligacy. Things may have been worse. Things may have been better.