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103 pages, reports and scores.
27 results for “Industrial policy”
Kilwa Atlas
Kilwa Atlas No. 4: Policy to Profit — Regulatory Execution and Market Entry
Gazetted is not enforced. Enforced is not priced.
Minerals Signal
Critical Minerals 2026
Eight markets just stopped exporting the ore raw.
Macro Research
The Four Percent Trap
Africa grows fast enough to survive and too slowly to transform
Geopolitical Risk
One Market, Fifty-Four Borders
Trade friction and the stalled AfCFTA
Services
Risk, Resilience & Regulatory Intelligence
What changed this week, whether it touches your exposure, and which action deserves attention.
Kilwa Atlas
Kilwa Atlas No. 6: Five Gates — Private Credit in Africa
Where a private loan in Africa gets repaid, where it stops, and which gate is shut in each of twenty markets.
Liquidity Signal
Exit and Liquidity 2026
A record year for exits. The cash still has not arrived.
Kilwa Atlas
Kilwa Atlas No. 5: Africa Capital Allocation Outlook 2026–2029
Where and when are different questions.
Kilwa Atlas
Kilwa Atlas No. 3: Africa FX, Funding and Capital Mobility
Getting paid, getting out.
Kilwa Atlas
Kilwa Atlas No. 2: Africa Trade and Investment
The trade headline is rising. The volume beneath it decides who earns.
Kilwa Atlas
Kilwa Atlas No. 1: AI Infrastructure & Sovereign Compute
Africa's AI buildout is accelerating. The grid decides who wins.
Geopolitical Risk
Rewriting the Deal
Resource nationalism and retroactive fiscal regime change across African mining
Quarterly Brief
East Africa Investment Intelligence Brief
Q2 2026 · Kenya, Rwanda, Ethiopia, Tanzania, Uganda
Market
Morocco
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 12 reports
Market
Egypt
Atlas No. 5: High conviction · Minerals Signal: Forming · 13 reports
Market
Nigeria
Atlas No. 5: High conviction · Minerals Signal: Watch · 13 reports
Market
Ghana
Atlas No. 5: High conviction · Minerals Signal: Forming · 14 reports
Market
Côte d'Ivoire
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 12 reports
Market
Senegal
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 12 reports
Market
DR Congo
Atlas No. 5: Improving but early · Minerals Signal: Advantaged · 10 reports
Market
Kenya
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 14 reports
Market
Ethiopia
Atlas No. 5: Improving but early · Minerals Signal: Watch · 13 reports
Market
Tanzania
Atlas No. 5: Attractive structure, poor timing · Minerals Signal: Forming · 13 reports
Market
South Africa
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 11 reports
Market
Zambia
Atlas No. 5: High conviction · Minerals Signal: Advantaged · 13 reports
Platform
Market Entry Timing Index
When should it move?
Platform
Multilingual Sentiment Pulse
What is the local record actually saying?