Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
Markets
China Mobile (0941.HK) is pushing iSolutions, a one-stop enterprise digital bundle built on its subsea cables and global PoPs. Can a telco challenge hyper-scalers like AMZN, MSFT, GOOGL, and 9988.HK? Execution, regulation, and margin pressure will decide if this pivot is disruption or branding.
Markets
China Gezhouba’s 60MW floating solar plant is more than a pilot—it pits FPV economics against Indonesia’s coal incumbents. If tariffs hold and scale follows, global solar suppliers (JKS, CSIQ, 601012.SS) and IDX contractors stand to gain, while ADRO.JK and PTBA.JK face demand erosion.
Policy & Economy
Global chips hit USD 697B in 2025, with Taiwan holding 64% foundry share and exports at USD 165B. Africa imports 95%+ of chips, making South Africa’s alignment pivotal as China eyes a USD 100B fab push into emerging markets.
Policy & Economy
U.S. GDP’s 3.8% surprise looks like strength, but much of it stems from collapsing imports and inventory quirks. Beneath the headline, rate paths, bond yields, and global capital flows are shifting—forcing markets to rethink resilience.
Markets
Ollo Africa, now Togo’s first fintech with a BCEAO regional banking license, can scale from 8M to over 150M customers across WAEMU. The move raises investor hopes for a valuation leap, but execution risks—credit, liquidity, and compliance—will determine if this is a breakout or a cautionary tale.
Policy & Economy
CAF’s $5B child pledge with UNICEF is more than a Latin story. For Africa—home to 40% of the world’s children—it signals that human capital is now investable infrastructure, with debt spreads, ESG flows, and sovereign risk on the line.
Policy & Economy
Russia’s record $712.6B reserves boost BRICS optics, but sanctions and liquidity traps reveal limits. Gold’s rally (XAUUSD $2,650) and yuan reliance (USDCNY 7.30) fuel talk of a BRICS currency—yet governance and credibility hurdles keep it a mirage.
Markets
The LSE suffers another blow as PHLL delists, exposing how London discounts complexity and why sponsors like Goldman prefer private ownership to public patience.
Markets
Ignoring Africa’s $40B annual productivity loss from untreated mental illness is no longer viable. Investors tracking NPN, SBK, EQTY, and GTCO may find the next growth edge is cognitive resilience, not commodities.
Policy & Economy
Sarkozy’s guilty verdict is historic, but OATs remain stable. France accounts for 15% of euro area GDP, with €2.9T public debt and euro reserves near 20% globally—proof markets care more about fundamentals than old scandals.
Markets
Ethiopia’s $1B Eurobond trades near 92c, but Ghana’s yields once hit 30%+ and Zambia bonds linger at 50–60c. With $33B debt unsustainable, Addis now stands as a bellwether for Africa’s sovereign risk and frontier market contagion.
Policy & Economy
Zindi’s new report on 8,000 Kenyan users shows 1 in 5 secured career shifts, 80% progressed with full profiles, and 4+ challenges made youth 4× likelier to find jobs. For markets, this signals a scalable AI labor pool reshaping outsourcing and credit risk.