Tag: Egypt

The Russia-Ukraine conflict is worsening a food crisis in the North African region, as Ukraine and Russia are leading exporters of agricultural products to North Africa, while also forcing countries to do a geopolitical dance to avoid picking a side, especially when the countries have military and diplomatic ties to either Russia or the US or sometimes both countries. The conflict also presents opportunities for exporters who can fill gaps in the global supply chain, in particular energy…but then again, those gaps are the result of both economic and political challenges with the political challenges never being so simple to solve.

An investor called me and asked, “One question for you, where would you take a risk in Africa today?” The COVID-19 crisis has the globe in a massive selloff, creating significant dislocation in the capital markets. But what does this mean for Africa’s private markets…