Markets & policy across African economies: debt, FX, inflation & capital flows.
Markets
China’s banks deployed over US$3.2 trillion in tech loans by mid-2025, while Africa’s startups raised under US$3 billion in 2023. This vast credit gap shows one system risking misallocation through excess and another held back by scarcity, with major implications for global investors.
Analysis & Research
Francophone Africa’s music industry is moving from culture to capital. With SIMA 2025 in Benin, revenues above US$110m and 22.6% growth, the sector is emerging as a frontier asset. From catalog buys to royalty-backed debt, music is now an investable opportunity.
Regions
Ethiopia’s GERD doubles power supply, boosts exports, and reshapes Africa’s bond markets. Investors must weigh energy upside against water politics, debt stress, and a rising hydro-political risk premium.
Markets
Tunisia and Egypt tout a new “model partnership” in trade, but with volumes under $0.5B, real progress hinges on shipping, customs, and finance reforms to turn rhetoric into bankable deals.
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.
Regions
Mauritius’ Rs 10bn Price Stabilization Fund freezes bread prices and subsidizes essentials, easing inflation at 2.6%. But with debt near 90% of GDP and deficits above 6%, the move reflects Africa’s wider subsidy dilemma: relief today versus fiscal and investor risks tomorrow.