Latest Analysis
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The Global Race for Africa’s Critical Minerals
Africa holds genuine strategic leverage in the global race for critical minerals. Whether that translates into industrial transformation, or a better-priced version of the same extractive model, depends on choices being made right now.
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Why Corporate Strategy Fails in Emerging Markets
Why the frameworks most firms rely on were not designed for environments where political and institutional dynamics are primary determinants of commercial outcomes.
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AfCFTA and the Future Geography of African Industry
What interviews with investors, executives, and policymakers revealed about the gap between AfCFTA’s continental ambition and the operational realities shaping investment decisions on the ground.
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Infrastructure Liberalisation and the Limits of State Reform in South Africa
South Africa’s infrastructure reform is real. The question is whether it will consolidate into a coherent liberalised system or remain fragmented, uneven, and self-reinforcing.

