Global Business insights

Group CEO Jamie Dimon has described US markets as a “little tsunami” Bull Run, fuelled by strong earnings, optimism around AI, and a resilient economy. However, risks are building beneath the surface as investors question AI’s long-term potential and central banks shift policy. Could markets be heading for a sharp correction that catches investors off guard? And what happens when the little tsunam...

What can leaders learn when rapid success turns into sudden decline? In this episode, we explore the leadership mistakes, strategic missteps, gaps, and stakeholder disconnects that often shape a dramatic fall from power.  Markets had priced in the news of Keir Starmer’s resignation today and will watching for who could also be the next Chancellors and what will change. This analysis highlights les...

Oil markets steadied after the US-Iran MOU eased immediate fears over the Strait of Hormuz, but uncertainty remains high. Brent crude stayed range-bound as traders weighed tanker movements, Iran’s future potential maritime fee plans, regional tensions involving Israel, and rising shipping and insurance costs.  This episode breaks down why prices still have a firm floor, how OPEC’s 2026 outlook cha...

The Kevin Warsh era at the US Federal Reserve begins with announcing five taskforces to overhaul Federal Reserve Operations as FOMC members strike a hawkish tone and hold rates at a 3.5%–3.75% target range. The shorter FED Policy statement also removes language pointing to future cuts. The Fed left interest rates unchanged for a fourth consecutive meeting, with inflation still stubbornly high and...

Elon Musk’s rise to trillionaire status marks a new era of extraordinary wealth, rapid innovation, and deepening inequality. As SpaceX expands and AI ambitions accelerate, critics warn that global wealth gaps are widening, with Oxfam highlighting rising poverty alongside surging billionaire fortunes ahead of the June G7 meeting. Oxfam says the G7 risks becoming irrelevant if it ignores inequality,...

Can China truly lift Africa—or will it reshape the continent? It can, but Africa’s choices will matter more. Veteran Africa Analyst Jonathan Offei-Ansah, Publisher and Founder Africa Briefing Magazine, says the winners in this game will be those with a strong entrepreneurial mindset, the ability to negotiate from strength, diversified partnerships, disciplined governance and a clear view of both t...

On Wednesday, I attended the AFRICA Debate in London, where leaders including Ghana’s President Mahama and Nigeria’s Finance Minister discussed the future of development in Africa. Topics ranged from critical minerals and the energy transition to trade and investment. But how much of this is truly new?  The Africa RED Index, presented by Arnold Ekpe, shows that real progress, beyond the talk, depe...

Discover the key insights from EY Megatrends 2026 and the  main trends now reshaping business, technology, and leadership. From the rise of superfluid organizations and human-machine collaboration to talent disruption, migration shifts, and the global resource race —this episode details some of what leaders must do to stay ahead. Learn why trust, adaptability, and rethink of business norms have be...

Could Africa’s informal economy be an overlooked key to reducing poverty across the continent? In this episode, we examine why Africa needs a new approach to a sector that employs over 80% of its workforce. Pierre Nguimkeu, Director of the Africa Growth Initiative and Senior Fellow in Global Economy and Development at Brookings, argues that compliance is often demanded from the informal sector bef...

Senegal’s President Bassirou Faye, after suddenly removing his political patron Ousmane Sonko, has just appointed Mr. Al Aminou Lo as new Prime Minister. Amid IMF negotiations and desire to see more reforms, a hidden $7B debt discovery and efforts to stabilise the economy, Faye must also balance populist calls for economic nationalisation.  Veteran Africa analyst, Publisher Africa Briefing Magazin...

Africa’s biggest IPO is coming. Dangote Refinery plans to list up to 10% of its equity, aiming to raise $2B–$5B. Strong demand, aggressive expansion plans, and multi-exchange listings have boosted market expectations and generated some excitement. Still, risks remain, including valuation, regulation, governance, and geopolitics. This episode looks at some key pros, cons, and what investors should...

Nigeria’s CBN held rates at 26.5% as April inflation rose to 15.7%, describing the energy-driven pressure on prices as transitory.  The UK surprised with CPI cooling to 2.8% and softer services inflation, even as fuel costs climbed. South Africa’s inflation jumped to 4.0%, raising SARB hike odds. Meanwhile, crude oil supply disruption and falling inventories keep oil markets tight. Nvidia reported...

Nigeria’s economy is growing, yet many people feel worse off. This episode takes a closer look at how inclusive that growth really is. The country may post stronger GDP figures, supported by high oil prices, reforms, and improved investor sentiment. At the same time, inflation, rising fuel and transport costs, and high interest rates continue to put pressure on households, manufacturers, and small...

US–China détente may be back, but Xi Jinping warns Washington to avoid the Thucydides Trap also as Taiwan tensions simmer. Markets applauded the Trump Xi Jinping meeting as Xi said the doors for US Business will only open wider and that consensus was reached to keep trade ties stable. But what is the Thucydides trap and what does this mean for Africa? From the Africa Forward Summit in Kenya to Kig...

France and Kenya co-host the Africa Forward Summit in Nairobi, shifting from aid to investment. Macron unveils €23bn in energy, AI, port and jobs deals as Kenya touts AfCFTA opportunities and presses for fairer global finance. Protests and critics urge caution. South Africa’s President Ramaphosa skipped the summit, attended by about 30 heads of state, including Nigeria’s President Bola Tinubu. Oil...

Do we need more anti-corruption summits? Next month, London hosts the UK Illicit Finance Summit, a chance to curb dirty money and corruption. We show how light rules, weak enforcement, and fractured cross‑border cooperation let criminals exploit banks, property, gold, and crypto-assets while many look away. Transparency International highlights the “enablers”—lawyers, accountants, advisers, banker...

AI and war-driven geopolitics are rewriting global supply chains. Supply Chain Expert, Tosin Fasidi, explains why companies are shifting from legacy lowest-cost sourcing to resilient, regional, tech-enabled smart networks. Learn how generative AI improves risk sensing, supplier strategy, and procurement speed as inflation, tariffs, workforce aging, and conflict trigger shortages and price spikes....

Global power markets are shifting: geopolitics is lifting costs, renewables are becoming the cheapest new supply, and AI-driven demand is reviving interest in safer, affordable nuclear sources. In Nigeria, reforms could unlock investment and reliable electricity for homes, jobs, and growth.  This episode discusses a potential reset in the Nigeria power sector - under accomplished technocrats - new...

Talent and Skills Security Outlook for 2026 highlights how AI and geopolitics are transforming work, leadership, and value creation. With skills rapidly changing and roles evolving, organisations now prioritise Skill Security over Job Security.  This episode explores trends such as training embedded in daily workloads, human-plus-AI talent models, dynamic workforce planning, and change barriers su...

Why did the UAE suddenly decide to leave OPEC—and what does it mean for global oil markets as the group’s influence wanes? In this episode we break down the tensions, quota conflicts, and strategic shifts that pushed one of OPEC’s most influential members to walk away. Is OPEC losing relevance in a rapidly changing energy world?