Financial Markets

Observations By Ceaser Siwale The implementation of sweeping tariff policies under President Donald Trump’s administration has sparked significant debate among economists, business leaders, and global trading partners. Initially intended as a strategic reset to address longstanding trade imbalances and reinvigorate domestic industries, the approach has generated unintended economic consequences, raising concerns about its effectiveness and […]

Opinion and Observations By Ceaser Siwale The Economic Freedom Index (EFI) is an annual ranking published by The Heritage Foundation that assesses the economic freedom of countries worldwide. The index measures the degree to which individuals and businesses can freely operate without undue restraint. Countries are scored across 12 indicators grouped into four broad pillars: Rule of Law, Government Size, Regulatory Efficiency, […]

Written By Tshepo Magagane When someone talks about it, ask them a simple question “when last were you there, how long were you there for, what business are you doing there”! I have this oversimplification of risk and totally mischaracterization! If Friedland had listen to any of these “quantitative measures, he would not have build […]

Articulated By Tshepo Magagane Why we have to continue being more innovative in attracting and slicing capital into Mine Finance to solve this gordian-knot of lack of capital to unlock mining projects. NB: Metals & Mining has a deluge of info – you have to be able to sieve and make sense of it – […]

Thoughts By Denise Cortês-Keyser Africa isn’t just adapting to global trends—it’s driving them. DRC’s mineral-rich region faces disruption, shaking global tech & EV supply chains.Africa’s GDP recalibration could redefine economic power & unlock new capital flows.Markets are volatile, and Africa is at the center of trade, energy, and investment shifts. This isn’t just news. It’s […]

Thoughts From Denise Cortês-Keyser 📢 For centuries, Africa has sold its wealth to the world. But what if we kept that wealth within our borders? Right now, Africa trades more with hashtag#China, hashtag#Europe & the U.S. than with itself—and that’s a problem. 📊 Only 15% of Africa’s total trade happens within the continent—compared to 60% in Asia and 70% in […]

Mutisunge Zulu As Zambia nears its 2026 polls, it could be facing mounting economic and political pressures. Like many African sovereigns, pre-election cycles drive policy shifts, often aimed at fulfilling electoral commitments. These developments also shape country and sovereign risk, influencing investor sentiment. 1. Power Deficit:- Energy security remains a concern. Despite improved rainfall, dam […]

BY DEAN N ONYAMBU The Market Brain astutely highlights a critical oversight in Zambia’s economic strategy. In 2024, the Bank of Zambia (BoZ) had a unique opportunity to establish a lower USD/ZMW exchange rate baseline. Subdued economic growth dampened import demand, reducing USD requirements and creating a strategic window for action. By deploying excess USD reserves beyond […]

Analysed By Tshepo Magagane African Capital Pools (no mention in this SAFE report – I should have accosted them in Brussels in Dec like I just did this week in East Africa when I bumped into the AfDB guys) – it is not the 5% of capital I normally quote – it is actually worse [Only […]

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 […]