Doing Business in Africa

Explore the coordinated effort to dismantle the sovereign risk premium as African leaders demand credit reform at the Nairobi Summit. This episode also breaks down the massive profit surges in regional telecoms and Aliko Dangote’s ambitious 20,000-megawatt private power play.

We examine China’s zero-tariff move for 53 African countries and ask whether it will drive real industrial upgrading or simply more exports of raw commodities. The episode also explores how corridors, banks, and distressed mineral assets like Lobito, Equity Group’s expansion, and Ambatovy may shape who controls Africa’s next phase of value creation.

Brent crude above $100 and a Hormuz disruption would hit African importers fast, lifting fuel, transport, food, and fiscal pressures. At the same time, Morocco’s $1.2 billion renewable-powered AI deal shows how stability, legal clarity, and strategic location are still drawing in capital even as investors grow more selective across the continent.

Africa’s growth outlook is improving, with broad-based GDP gains, lower inflation, and stronger inflows from FDI and remittances. But the episode also examines how the Hormuz crisis and surging oil prices are squeezing fuel-importing economies, reshaping fiscal responses, and shifting capital toward infrastructure, energy, and industrial projects.