Currencies, capital markets, and the prices that move African economies.
Kenya imports about 70% of its medicines despite a presidential target to make half locally by 2026. A look at the trade gap, why local drug manufacturing lags, and where the real investment opportunities lie.
Stanford's 2026 AI Index reveals South Africa is one of just three countries where AI engineering skills are outpacing literacy. African investors should take note. (159 characters)
The completion of Africa's largest power station has rewired water politics from Lake Victoria to the Mediterranean. The smart money is moving accordingly.
Africa imported 18.8 GW of solar panels in 2025, but only a fraction shows up in official data. The gap is a booming private C&I market where platform companies are quietly consolidating before investors catch on.
A small but maturing tribe of African companies has discovered who will pay for their dataset. The rest are still looking.
Kenya has proved that the daily payments of low-income solar customers can be securitised, underwritten by commercial banks, and repaid ahead of schedule. Nigeria, with the bigger market and the weaker currency, is the next test.
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.
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 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.
Israel’s leading defense firms are quietly taking over Africa. Each deal looks routine, but together they signal a bigger story. A new, predictable market for services, training, and local partnerships is emerging around their systems.
Three of the world’s largest hotel companies are currently expanding across Africa. On the surface, each announcement appears to be a routine corporate growth plan. Taken together, they suggest that something more significant may be occurring in Africa’s hospitality market.
There is a gap between what gamers spend and what African studio owners earn. The missing link isn’t demand, it is the infrastructure between the player and the developer’s bank account. So, the real battle is over who truly controls that monetization layer.
Angola’s new Barra do Dande terminal is being promoted as a regional bulk gateway. But is it built to serve regional trade, or mainly Angola’s fuel supply chain? The answer will determine whether it becomes a true logistics hub or another local infrastructure for the country’s oil sector.
Nigeria’s AI sector is advancing rapidly, but there is a huge concern: the technology ecosystem is maturing faster than the population can adopt. For investors, the key concern is whether Nigeria’s consumer market can keep pace with its AI ambitions.
Africa’s digital payments rise has created a surge in cyber risk across banks and fintech platforms. Regulators are now forcing institutions to strengthen security, turning cybersecurity compliance into a fast-growing market.
