Financial Markets

By Tshepo Magagane Risk capital – why the US is so successful (Bezos’ take)! NB: you would not have any of the S&P companies without this. I have a friend who retired with good 9 figures in PE, and currently works with DACH family offices……told him what we are working on and he put the […]

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 […]

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 […]

Written By Tshepo Magagane Average in “Investment Banking and High Finance” – a lot of my writing is really ruminations as you cant think if you are not writing… …but it harks back to my junior years when going through my tutelage. If something happened to a client, sector or there was an interesting deal […]

By Ceaser Siwale, Executive Director Pangaea Securities proudly stood as a beacon of excellence at the prestigious 12th Private Equity Africa (PEA) Awards in 2024, receiving multiple accolades for its groundbreaking advisory services. Recognized for its transformative role in Africa’s capital markets, Pangaea’s innovative approach to complex transactions has cemented its reputation as a trailblazer. […]

Opinion by John P. Causey IV My personal views on where the incoming Trump administration should focus vis-a-vis Africa policy and the Lobito Corridor: 1. Lobito Corridor as an Economic Development Corridor, Not Just Rail Investment Focusing solely on railway infrastructure and bringing things in and out of Africa is thinking small. The Corridor should […]

By Savior Mwambwa In summary, according to the IMF’s perspective based on their recent review of Zambia’s economic performance under its Extended Credit Facility (ECF) program:  Essentially, this article signals that Zambia is going through a tough time but is taking the necessary steps to stabilise its economy with the IMF’s help.  The road ahead requires a continued commitment to reforms […]

Opinion By Mutisunge Zulu 3 Key Pointers: #themarketbrain

By Tshepo Magagane YES! Project Finance as a product is already under pressure from increasing regulations – why you have seen so many banks exit sectors such as aircraft/shipping – they could simply not extend the tenors of 7-10 years that were required. PF in mining normally has tenors of c5yrs – this is increasingly […]

Opinion by Tshepo Magagane Carried interest (NB: The UK has always had rule of law, unalienable property rights and good schools, the “trifecta” for capital)  – I think the best line was from an MP of a key fund a few months back “we have people in offices around the world, so it wont be […]