Thoughts from Ceaser Siwale Electric Vehicles (EVs): A Tipping Point Prediction: By 2025, governments and automakers worldwide are expected to push aggressively toward EV adoption, spurred by the convergence of stricter environmental regulations, consumer demand, and economic incentives. Countries like China and members of the European Union are ramping up EV manufacturing and infrastructure, while automakers […]
2025 Predictions and Realities: Transformative Trends Shaping Our Future
Thoughts By Ceaser Siwale As 2025 approaches, the global socioeconomic landscape is undergoing seismic changes driven by intersecting technological, environmental, and demographic forces. The accelerated adoption of electric vehicles (“Evs”), the expansion of renewable energy infrastructure, and the institutionalisation of environmental, social, and governance (“ESG”) principles are reshaping industries. Meanwhile, artificial intelligence (“AI”) permeates every […]
Zambia IDC is partnering with Mercuria!
Thoughts by Tshepo Magagane When we were winding down Merchant banking operations over a decade ago, the Chinese decided to buy the bank’s International Trading arm! Do you know what they did? They brought in people to sit with the traders – showing them exactly what they do daily… …financially rewarding key individuals to stay […]
Reimagining Zambia’s Natural Resource Development in the Critical Minerals Era
By Savior Mwambwa Zambia sits on roughly 6% of the world’s copper reserves (estimated at 20 million tonnes) and produces over 800,000 tonnes annually. Recent developments in our mining sector – both the IDC-Mercuria trading joint venture announcement and broader discussions about the country’s mineral development strategy – demand keen attention. These discussions encompass critical […]
The Launch of The Sikute Free Zone
Author: Kopano G. Chipwayambokoma, Pangaea Securities Senior Analyst On December 14th 2024, His Excellence President Hakainde Hichilema officially launched the Sikute Free Zone, the first phase of the Zambezi Free Zone (“ZFZ” or the “Free Zone”). The launch was hosted by His Royal Highness (“HRH”) Emmanuel Sikute. The Sikute Free Zone spans 15,000 hectares and will create thousands of jobs […]
Beyond IMF Prescription: Why Zambia and African Countries Need a Developmental State Approach
By Savior Mwambwa As I was reviewing the most recent IMF’s latest Regional Economic Outlook for Sub-Saharan Africa released in October this year, I found myself wrestling with a familiar tension. The numbers tell a stark story: despite decades of orthodox reforms, Sub-Saharan Africa’s share of global manufacturing value added remains stuck at a mere 1.8% as of […]
Make It Till You Fake It.
Zambian men refuse to celebrate their wins because we’ve been conditioned to think that every other man is struggling, and we cannot rub our achievements in their face. The Zambian man’s humility is nothing more than a successful national program to limit him from enjoying the fruits of his labour. You’d think it is illegal […]
Pangaea – we are building an African Merchant Bank!
Written by Ceaser Siwale & Tshepo Magagane You know one thing I would never forgive the Codesa settlement and hence the alliance for in South Africa? BEE which was meant to maintain status quo and which has. BEE deals were done across the financial sector in South Africa – with 10s of billions distributed (“politicians”)…yet […]
High Finance
By Tshepo Magagane “high finance” training – there is a reason why Private Equity/Credit outsources it to Investment banks ie 2-3yr Analyst Training Programmes – it takes resources! On a daily basis, what you are dealing with means that, your exposure in 6mths is what will take another person 6yrs in another industry! It is […]
South Africa Takes the G20 Helm: Bold Promises, But Can They Deliver?
By Savior Mwambwa Note: This post kicks off our new series examining the G20’s impact on African economies, with a special focus on implications for Zambia. Over the next few weeks, this series will dive deep into key issues including critical minerals, climate finance, and resource governance – all through the lens of Zambia’s economic […]