March 9th, 2026 Mauritius This week’s economic landscape is defined by the sudden, acute shockwaves emanating from the Gulf region, rapidly reshaping the market narrative from a 'soft landing' or slow disinflation to a severe case of stagflation. Geopolitical risk has been repriced, with the consequences extending from core Western bond and equity markets to the structurally vulnerable energy-dependent economies of East Asia. I. The Stagflationary Headwind and Market Repricin

Mar 2, 2026 Good evening from Dubai, War lands in UAE. And apart from a few big 'booms' our staff and families are thankfully safe and sound, albeit forced to stay on the ground with airspace currently closed. As of Sunday March 1st, the UAE Ministry of Defense reports 165 ballistic missiles, 2 cruise missiles, 541 drones in two days, the majority of which were intercepted and destroyed. Meanwhile the pool is still open and the weather is great! JP Morgan is predicting a 10%

Export Credit Agency (ECA) financing plays a pivotal role in supporting large-scale projects across African markets. These financial instruments enable global firms to undertake complex ventures by mitigating risks and providing long-term capital solutions. In this post, I will explore various ECA financing scenarios in Africa, illustrating how these mechanisms facilitate infrastructure development, energy projects, and industrial growth. Understanding these examples will hel

Export Credit Agency (ECA) finance plays a pivotal role in supporting large-scale projects across emerging markets, particularly in Africa. As a strategic financial partner, I have observed how ECA finance enables global firms to navigate complex transactions, mitigate risks, and secure long-term capital for infrastructure, energy, and industrial developments. This post explores the core benefits of ECA finance in Africa, provides key examples, and offers insights into how it