Africa
EXIM’s $100M guarantee for Côte d’Ivoire’s digital sector via Citi (NYSE: C) and Cybastion signals U.S. intent to de-risk African tech. Yet against a $100B need, its scale raises doubts—catalyst for capital or just geopolitical posturing?
Institutions
UNGA is noisy; capital isn’t. UBA’s whitepaper matters only if it shows hard metrics: $3–5bn size, ≥4× mobilization, AA/AAA wraps cutting 150–250 bps, ≥30% LCY/hedged, and a 6–12-month pipeline. Then tickers from ASI:LAG to J203 react; otherwise, it’s just polite applause.
Markets
Africa’s Declaration reframes climate finance as investment, seeking $50B yearly to unlock renewables, minerals, and carbon markets, adding 50k MW, $600B GDP, and 5M jobs by 2035.