A look at what the composition of external financial flows really tells us about growth, resilience, and where to position early.
By Dishant Shah Most conversations about Africa begin the same way. Someone leans across a boardroom table and asks: “Is it safe?” Another follows with: “Can...
By Lailla Mutajogera Africa’s investment landscape presents a compelling paradox. While Ethiopia surges ahead with breakneck growth rates, South Africa offers the continent’s most sophisticated economy....
By John Kourkoutas Fifteen years navigating African frontier markets has taught me one immutable truth: herd behavior dominates investment cycles. Markets panic collectively, flee simultaneously, and...
By Kelly Mua Kingsly When Saudi Arabia threw open the doors of the Tadawul – the kingdom’s US$3 trillion stock exchange – to all foreign investors...
By Dishant Shah A global consumer goods giant recently withdrew from Nigeria after years of mounting losses. The business press quickly labeled it “another failure in...
By Lailla Mutajogera As returns compress across mature Asian markets, East Africa offers investors a compelling alternative: markets where fundamentals are improving faster than asset prices....
