PERSON DIRECTORY
Thea Jamison
Thea Jamison appears in 1 indexed conversation across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Emerging Markets Reimagined: Risk, Reward & the Road Ahead
EM’s 20% gain this year after 30% last year is framed as a long cycle, with 10x forward PE, twice US earnings growth, and just over 10% of market cap.Nigeria’s reforms and currency stabilization accompany a 170% rise, yet valuation remains under 7x earnings.Jumia serves $200–400 customers through direct-China sourcing, controlled distribution, and cost discipline; scale and demographics could catalyze growth.