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Ryan,

I'm not sure where to post this, but this seems as good a place as any.

Could you please elaborate on your perspective on Africa and the Middle East? In your article, you noted, "On the other side of the spectrum, a couple of regions continue to worry us: Tread carefully when considering investments in Africa or the Middle East." Are you primarily concerned about current valuations? Political risk? Other concerns?

Thanks,

Huk
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