Financial Markets

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 […]

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 […]