Features

A thoughtful investor I know asked whether focusing solely on the consumer in our EM strategy “was still appropriate.” Given this is our exclusive focus it rather took me aback. Granted, our growth proposition has been under the hose for 18 months now (as has growth all around the world) with analysts cutting forecasts in the face of rising inflation and rates. Additionally, the almost frenzied pursuit of AI has seen what interest there has…

LONDON (Capital Markets in Africa): Over recent months the world economy has continued to prove more resilient than expected to the raft of shocks that it has faced over the past year or so. After a slightly better-than-initially-expected end to last year, clearer signs have emerged that Q1 should prove a pretty solid quarter for the world economy. China has rebounded more sharply than we expected a couple of months ago following the ending of…

NAIROBI (Capital Markets in Africa) — The lack of access to investors, the reliance on international VCs and global recessions trends are perceived as threats by respectively 59%, 56% and 55% of respondents; 28% of respondents indicated that covid 19 had slowed down investment across the East African start-up landscape, making it the biggest impacting factor over the last twelve months; 54% of seed businesses rely on family and friends to provide funding; 74% of…