Agri Finance
Beyond Copper: Can the Lobito Corridor Reshape Southern Africa's Agricultural Economy?
A railway built for critical minerals could become something larger: a production corridor, but only if the first mile works.
Latest analysis
Agri Finance
Pap Is Ancient. Maize Isn’t.
How a crop from the Americas fed the mines, transformed South African farming and became part of the country’s economic infrastructure.
Agri Finance
When Rainfall Becomes Credit Risk
What four decades of El Niño reveal about South African agriculture, food prices, retailers, farmer cash flow and agricultural credit risk.
Agri Finance
Beyond Copper: Can the Lobito Corridor Reshape Southern Africa's Agricultural Economy?
A railway built for critical minerals could become something larger: a production corridor, but only if the first mile works.
Agri Finance
From Soil to Scent: The Hidden Agricultural Economy Behind Perfume
Perfume is sold as emotion, but produced through land, labour, chemistry, logistics and market power.
Agri Finance
Who Owns the Cocoa Tree After the Pollen Moves?
Gene-edited cacao may strengthen chocolate supply, but proprietary traits could leave neighbouring farmers carrying the legal and economic cost.
Economics
The 21-Mile System Risk
How Hormuz is transmitting shocks from fertiliser to semiconductors and quietly reshaping money.
Banking
Banking Beyond South Africa
What Absa's latest results reveal about the growing importance of its African operations.
Economics
The Economics of Coffee: Competition, Espionage and Value Extraction
From Yemen's monopoly to the modern coffee value chain — how coffee lost control at origin and where value moved instead.
Economics
The Diesel Crisis No One Is Pricing In
How a global diesel shock travels through African transport, food systems and household balance sheets.