Kilwa Research
Capital Risk
Five flagships, one scored continent: currency, policy, exits, pipeline and allocation.
Africa Signal Check
The continent, every two or three days.
A dated executive briefing. Each story carries the Kilwa read, the condition that would prove it wrong, and the next dated catalyst — and every pre-registered call is graded in public.
Viewpoints
Arguments, clearly labelled as arguments.
Positions our founder and advisers take on where the AI economy is heading, and what frontier markets should demand from it. Opinion, published as opinion.
The Kilwa Signal
Get the research as it publishes.
Research releases, scored market movements and the thinking behind them — sent when the signal warrants it.