African digital publishing is fragmenting, not consolidating. As advertising wanes, publishers shrink or pivot, while capital drifts to data, events and niche services. Scale offers little refuge; survival now depends on specialisation.
Africa’s AI push is narrower than it appears. Deployment is concentrated in fintech and telecoms, where profits and data drive adoption. Healthcare lags, constrained by fragile funding. AI scales where it boosts revenue and where firms control the data needed to make it work.
Africa bears 26% of the global disease burden, yet produces just 3% of the world's medicines. With 95% of APIs imported, the $27.65B market is a mirage unless pharma manufacturers secure guaranteed demand and local chemical production.
The $19.25B African EdTech boom is misplaced. With 89% learning poverty and 75% unconnected, app-first investment fails 80% of learners. Building EdTech infrastructure is the only way to win.
Africa is now linked to the world’s four fastest-growing trade lanes. However, this rising demand is hitting a wall of vessel congestion and poor transport links. For investors, the real value lies in backing ports that can move cargo quickly from massive ships to the continent’s interior.
U.S. Tariff differential and policy changes are redistributing competitive advantage within African apparel. Kenya is coming out on top, while established manufacturing hubs like Lesotho and Madagascar face potential industrial collapse due to this instability.
Africa has 7% of the world's gamers but makes less than 0.5% of global gaming revenue. The problem isn't the games or the players, it's the payment infrastructure. Most games require credit cards, but 90% of Africans don't have one, making it hard for developers to monetize content.
The amount of money spent on security compared to the risk shows that Africa is dangerously underinvesting. This is especially clear when you consider that 10% of the continent's total economic production (GDP) is lost to cyberattacks every year.
