China’s growth, policy, yuan, and global spillovers.
Morocco
Morocco’s China pivot targets a 20% manufacturing share by 2027, stable reserves above five months, and orderly MAD=X as CNY=X settlements grow; frontier risk premia ease if FM and AFK sustain inflows and local 10-year yields hold in the mid-4% range.
Zambia
Zambia leans on China-backed water capex as USDZMW=X steadies near 23 while HG=F tracks copper-driven buffers; local 10Y near 19–20% underscores execution risk even as inflation eases and reserves hold near four months.
United States
A $19 billion liquidation across BTC-USD, ETH-USD, and SOL-USD exposed how algorithmic margin systems turned volatility into reflexivity, rewarding two Hyperliquid traders who monetized speed as the market imploded.
China
China’s probe into Qualcomm [NASDAQ:QCOM] over its USD 350 m Autotalks deal signals a power shift in global regulation. For Africa, it mirrors the rise of enforcement sovereignty as developing economies redefine who sets the rules of global markets.
China
China’s equity markets have entered an unexpected rebound, drawing global attention as policy momentum, liquidity support, and investor sentiment converge. The Shanghai Composite Index (SHA:000001) closed near 3,670, up roughly 9 percent year-to-date, while the Shenzhen Component (SHE:399001) and ChiNext (SHE:399006) each gained over 1
Emerging Markets
Japan’s new export curbs on Chinese tech firms may seem distant, but their impact could reach African factories, solar parks, and ports. As supply costs rise and inputs tighten, Africa’s manufacturing dreams face a global test of resilience, strategy, and independence.
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.
Markets
Mainland Group’s US$100m Liberia agri deal—announced Aug 13, 2025—targets a 1,000-ha rice site by Q3–Q4 ’25 and cocoa processing by Q1 ’26. Markets should care if offtakes, guarantees, and LCY/hedges land—turning PR into cash flows, tighter spreads, and semi-processed export FX.
Policy & Economy
By Jun 13, 2025, 56k cars via Khorgos (+21.6% y/y). Suez revenue $10.25bn→$4.0bn (2023→2024). EU EV duties 17–35% squeeze margins. Middle Corridor cargo +63% (2024). Africa’s pivot: ROO + local assembly or remain import-only.
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.