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 […]
Trump 2.0: What’s Ahead for Emerging Markets
Opinion By Mutisunge Zulu 3 Key Pointers: #themarketbrain
Private Credit – An Existential Threat to Banks in Mining?
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 […]
Hostility Towards Capital
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 […]
Do We Need a Better World Bank
Commented by Tshepo Magagane No country develops on loans – not a single one has ever done so – let us stop conflating Equity which builds Companies and Debt (which can be used when producing and have the base in place) The Financing needs for Africa are vast Financing does not mean Loans You need […]
50% of Africa’s GDP comes from 5 Countries
BY TSHEPO MAGAGANE Why it is so important to get the mining and industrial policy right for the Transition for African countries! Countries such as Zambia and DRC have an opportunity with just Copper to go from USD6bn / USD20bn revenue markets to USD60bn – USD100bn revenue markets. In the discussion, it is important to […]
When you remove China, Only 4% of the $410 Trillion of Global Private Assets is Allocated to Emerging Markets.
Authored By Tshepo Magagane Working in the bespoke, bilateral world – I can tell you how much an increased allocation to EMs will transform these countries! Yesterday, I posted about China – there are still some things unacceptable BUT I can see the impact that their investments in airports, roads, bridges, buildings are having across […]
China in Africa
Views and Perceptive From Tshepo Magagane China in Africa: From all conversations, these are not some drunken pub harangue; they are with decision makers. ” Their Africa strategy is still like it is 1984!” It is how do we start dictating terms – even at a very rudimentary basis – when I fly into various […]
2023YE Assessment of Zambia’s Top Banks
Let us assess the top banks for FY2023 using different financial metrics, considering that these results reflect last year’s performance and the landscape has shifted since then. 1. By Revenue/Market Share: Top performer: Zanaco Zanaco dominated in revenue, capturing 22.29% of the market share, followed by ABSA at 17.00% and Stanbic at 16.08%. Zanaco also […]
Zambia’s De-dollarisation Strategy: A Comprehensive Economic Analysis
DEAN ONYAMBU Zambia’s decision to implement de-dollarisation—reducing reliance on the US dollar in domestic transactions—marks a bold move to stabilize the kwacha and strengthen the efficacy of its monetary policy. Critics often cite failed attempts in countries like Venezuela and Zimbabwe, but these critiques overlook deeper economic contexts and policy missteps. By adopting a structured, gradual […]