AFRICA THINKS HERE

On-the-ground business intelligence in Zimbabwe, since July 2017.

Section

Intellectual

The Food-Security Ledger

The Food-Security Ledger

Fertiliser and grain risks behave like exposures on a balance sheet. Reading food security as a ledger lets Botswana see its weak positions before a shock arrives.

The Trust Stack

The Trust Stack

Digital payments spread only as fast as the trust beneath them. Reliability and security are not features bolted on later – they are the foundation the whole stack rests on.

The Local-Content Turn

The Local-Content Turn

The push beyond diamonds into critical minerals is also a chance to settle an old question: who owns the value, and who has the skills to keep it onshore.

The Sovereign Balance Sheet

The Sovereign Balance Sheet

Public debt and deficit pressure are usually read as a government story. They are also a map of where private opportunity moves when the state pulls back.

The AI Access Divide

The AI Access Divide

AI is starting to drive trade growth, but the gains flow to markets with power, devices, skills and connectivity. For Botswana the divide is a checklist, not a verdict.

The Energy Pass-Through Map

The Energy Pass-Through Map

An oil shock rarely stays at the pump. It passes through freight, food and retail until it reaches the household budget – a map worth tracing before the next move.

The Diamond Vulnerability Model

The Diamond Vulnerability Model

An S&P downgrade, a tighter budget and a recast ODC sales contract are not three separate stories. Together they sketch a model of how diamond dependency works.