Observations By Ceaser Siwale As we close the week with copper trading just shy of USD 12,000 per tonne, the market is sending a clear signal: the era of cheap copper is over. The global market has entered a period of definitive structural transformation, shedding its historical cyclicity to embrace a narrative of secular scarcity. […]
Copper on Steroids: Red Metal Charges Toward $12,000 on Supply Crunch and Fed Cut Hopes
Mutisunge Zulu Chief Risk Officer | Global Executive PhD Cand. Business Mgt, AI & Strategy at ESCP Business School | Global Executive MBA (Manchester) | Advanced Management Program (Harvard) | December 10, 2025 Copper’s surge toward $12,000 per ton is not just another chapter in commodity-market volatility – it is the clearest indication yet that […]
Africa 2025: When Politics Test Markets – And Markets Test Institutions
Mutisunge Zulu Chief Risk Officer | Global Executive PhD Cand. Business Mgt, AI & Strategy at ESCP Business School | Global Executive MBA (Manchester) | Advanced Management Program (Harvard) | December 11, 2025 Why Risk Premia Are Repricing Capacity, Not Headlines Markets have long priced political noise in Africa, but 2025 is forcing something deeper: […]
Op-ed: The Scramble for Africa’s Minerals Continues. This Time, Africans Must Write the Rules.
The US-DRC deal and Lobito Corridor represent a historic moment. Whether it becomes a turning point depends on choices African governments make now. By Savior Mwambwa December 9, 2025 The ink on the US-DRC Strategic Partnership Agreement signed last week in Washington is barely dry, but its implications will reverberate across the continent for decades. […]
When Copper Breaks the Model: Three Futures No One Planned For
Written By: Mutisunge Zulu Chief Risk Officer | Global Executive PhD Cand. Business Mgt, AI & Strategy at ESCP Business School | Global Executive MBA (Manchester) Copper’s breach above $11,000/MT didn’t just surprise markets, it invalidated the analytical architecture many of us have used for decades. What the industry long regarded as a cyclical industrial […]
From Grievance to Design
By Dean N Onyambu For years, we have said, “Africa pays too much to borrow because the rating agencies are biased.” That anger is understandable. It is also incomplete. In sovereign markets, default is the crash. The spread is the cost of insurance. Investors are not only looking at who has crashed before. They are […]
Zambia Just Got a Credit Upgrade: What It Actually Means for You in Simple Terms
By Savior Mwambwa Fitch Ratings (one of the world’s three major credit rating agencies) has upgraded Zambia’s Long-Term Foreign-Currency (LTFC) Issuer Default Rating (IDR) to ‘B-‘ from ‘RestrictedDefault’ (RD). This is according to Fitch’s own rating action commentary released on Friday 28th November 2025 titled: “Fitch Upgrades Zambia to ‘B-‘; Outlook Stable”Think of it like […]
Why You’re Shooting Blanks!
We all go to the same war. Discover what we’re good at, get better at it, apply it somewhere to make enough money that we can save to help our family bury us with dignity. Ok, this opening was dark. Sorry about that.But the point I’m making is that while we’re all pursuing a respectable […]
What If You Don’t Die First?
Men tend to die first. That’s why they’re implored to have a will that determines the aftermath of their demise. This anomaly has us focused so much on how we should plan for our loved ones when we’re gone. Men never consider the alternative. The possibility that it is not us, but our partner, who […]
MAC Clause
You just cant pull out of deals because you have 2nd thoughts! Same thing is going to happen with the Anglo coal assets. Anglo will also get another boost as they are going to plug higher LT coal prices in models now (and the stars aligning with the IEA coming back with scenarios of longer coal […]