Chabala Sunkutu 2025 has been a remarkable year for Zambia’s economy. After the challenges of recent years, we’ve seen a strong rebound that is restoring confidence across industries. Real GDP grew by 4.5% in Q1 and 5.2% in Q2, and both the IMF and the government project full-year growth between 5.8% and 6.0%, which, if […]
Unlocking Capital for Africa’s CRM
As the world requires more mining in the age of electrification Capital has been simply decimated for the sector How does the world untangle this Gordian-Knot? Historic Context – Merchant Banking was the cornerstone of Mine definition and development Eg Strategic Equities book at Merchant Bank would be at USD10bn (unlocking from geophysics stage) This was […]
USD Reserve currency – what does it mean?
By Tshepo Magagane Does the concept of a reserve currency work anymore? And the argument various currencies has been: GBP – in a drift EUR – gamble CHF – restricted in size RMB – restricted regulation wise But now with the USD (canary in the coal mine is Microsoft yielding less than Treasuries) * Sanctions […]
Gold – positioning for me was around 2020/21! Copper IS NOW!
By Tshepo Magagane I was looking for structured offtake solutions for this Credit Fund at the time. One company is chaired by my ex-boss! They were going through PF – price was about USD1,200/oz. He was happy to hear from me but immediately went “nope, thank you very much Tshepo, I have approached this PF […]
China – Using Its Playbook to Get Back in The Game?
Comments By Tshepo Magagane The level of naivety is truly scary and surprising at the same time! Few egs 1. In the mid-00s during the lead up to Chinese Steel production – we were very close to ArcelorMittal – through its deals from EEurope, WEurope, SAmerica, Africa, NAmerica… …all done, even the takeover of Arcelor […]
A Bull Run on an Influx of Cash
By Tshepo Magagane I truly understand why people capitulate 1. Perpetual motion of free money – governments / economies cant stand any normalisation of the cost of money 2. Price discovery is truly dead – ETFs buy at any price Brilliant read – with a heavy quants background, I always detested how much emphasis people […]
What’s with all these Promo Codes?
The only time a man gets a free pass is when he takes his child to the under five clinic. There, men are celebrated for taking their children for regular check-ups and immunization. You’re placed ahead of the queue to reward you for being a present dad. Outside of that, men don’t get anything for […]
Gentlemen, We Have a Problem.
Sundays are when existential dread sneaks up on a man. He wonders when he’ll have a showroom vehicle in his yard, questions if his children resemble him, ponders whether waking up with a hangover and stranger in his bed is how his life will be. It all boils down to the pandemic of male loneliness. […]
You’re Not Angry. You’re a Man.
Now that you’re a grown man, there are things that seem to be circling back into your orbit. No, it’s not the ghastly return of cargo pants. It’s the way you’re becoming just like your father, uncle or grandfather. We men are all the same, aren’t we? A popular perception is that our fathers, uncles […]
Rise to the occasion and stand firm.
Now that you’re a grown man, there are things that seem to be circling back into your Ma fella, let’s talk about something that affects every Zambian man’s well-being. The ability to rise to the occasion when life demands it. No, not that occasion when the flag flies at half mast. Guest Commentor: Michelo Mukata […]