One Africa Insights

Intelligence that moves the market

[One Africa Insights @oainsights]

🌍AI is reshaping global debt markets.

As companies raise billions to fund data centres and compute infrastructure, Africa’s low data centre capacity highlights a major financing gap.

The next opportunity is not just AI adoption.
It is AI infrastructure.

[One Africa Insights @oainsights]

🌍AI is reshaping global debt markets.

As companies raise billions to fund data centres and compute infrastructure, Africa’s low data centre capacity highlights a major financing gap.

The next opportunity is not just AI adoption.
It is AI infrastructure.

[One Africa Insights @oainsights]

🥜Africa’s cashew opportunity is bigger than farming.

The real value sits in processing, packaging, branding, and exports.
Africa should not only grow more cashew.

Africa should own more of the value chain.

#Cashew #Agribusiness #AfricaBusiness #Trade #Exports

[One Africa Insights @oainsights]

🌍African FX against the USD this week:

GHS: 11.63, down 1.55%
NGN: 1,375.00, up 0.037%
KES: 129.88, down 0.308%
XOF: 565.54, down 1.25%

The key signal: pressure remains uneven, but dollar strength is still shaping African currency performance.

#AfricanMarkets #FX

[One Africa Insights @oainsights]

🇬🇭Ghana is raising its gold purchase requirement from large-scale miners to 30%, up from 20%.

The objective is clear: build reserves, strengthen external buffers, and support Cedi stability.

For investors, gold is becoming a bigger part of Ghana’s macro stability strategy.

[One Africa Insights @oainsights]

🌍Africa’s growth momentum is back

Sub-Saharan Africa entered 2026 after recording 4.5% growth in 2025, its fastest pace in a decade.

Growth is returning. The question is how well Africa can withstand the next shock

#AfricaMarkets #SubSaharanAfrica #EconomicGrowth #Inflation

[One Africa Insights @oainsights]

🇿🇦South Africa’s rand held around 16.72/$ ahead of key inflation data.

Inflation is expected to rise from 3.1% to 3.9% YoY, while the 2035 bond yield moved to 8.89% and the JSE Top-40 slipped 0.6%.

#SouthAfrica #Rand #Inflation #AfricanMarkets

[One Africa Insights @oainsights]

🇿🇦South Africa’s rand held around 16.72/$ ahead of key inflation data.

Inflation is expected to rise from 3.1% to 3.9% YoY, while the 2035 bond yield moved to 8.89% and the JSE Top-40 slipped 0.6%.

#SouthAfrica #Rand #Inflation #AfricanMarkets

[One Africa Insights @oainsights]

🌍Africa’s growth momentum is back

Sub-Saharan Africa entered 2026 after recording 4.5% growth in 2025, its fastest pace in a decade.

Growth is returning. The question is how well Africa can withstand the next shock

#AfricaMarkets #SubSaharanAfrica #EconomicGrowth #Inflation

[One Africa Insights @oainsights]

Dangote’s planned refinery listing could reshape African markets.

$50bn target valuation
Up to 10% stake sale
$5bn potential capital raise
650,000 bpd current capacity

A successful listing would be a major test of investor appetite for African industrial assets.

[One Africa Insights @oainsights]

🇬🇭Ghana is moving from recovery to confidence.

Inflation is easing, fiscal signals are improving, and market sentiment is strengthening.
But the real test is consistency.

Recovery attracts attention. Confidence attracts capital.

[One Africa Insights @oainsights]

Oil prices eased after the U.S. signaled support for stranded ships in the Strait of Hormuz.

But with Brent around $108/bbl and WTI near $101/bbl, markets are still pricing geopolitical risk.

Relief is not the same as stability.
#OilMarkets #Brent #WTI #OneAfricaInsights

[One Africa Insights @oainsights]

🇱🇷 Liberia has secured $266M in IMF climate and resilience financing, unlocking an immediate $26.49M disbursement under its ECF programme.
Growth is projected around 5.1% in 2026.

#Liberia #IMF #AfricaMarkets #ClimateFinance

[One Africa Insights @oainsights]

🇿🇦South Africa is planning a major exchange control revamp to attract investment and strengthen its role as a financial hub for Africa.

The JSE estimates the reforms could unlock up to R10 trillion in investment over time.

#AfricaFinance #SouthAfrica #CapitalMarkets

[One Africa Insights @oainsights]

Sierra Leone has signed a $225m offshore oil agreement with Nigeria’s Marginal Energy, following a separate offshore survey permit with Shell.

The move signals renewed investor interest in Sierra Leone’s oil sector!

[One Africa Insights @oainsights]

South Africa’s inflation edged up to 3.1% y/y in March from 3.0% in February, while monthly CPI accelerated to 0.6%

Still close to the SARB’s 3% target, but upcoming data will be key as fuel price pressures begin to feed through.
#SouthAfrica #Inflation #AfricaMarket

[One Africa Insights @oainsights]

🇺🇬Uganda’s exports rose to US$1.374bn in Feb 2026, up from US$839.3m a year earlier.

Gold hit US$818.2m. Coffee reached US$181.0m.

But imports climbed to US$1.436bn, leaving a US$61.9m trade deficit.

#Uganda #Exports #AfricaMarkets

[One Africa Insights @oainsights]

🇬🇦Gabon has landed a $1B oil prepayment deal with Trafigura.

In return:
• future crude deliveries over 7 years
• Trafigura becomes exclusive buyer of Gabon’s profit oil

Big liquidity boost now.
Less revenue flexibility later.

[One Africa Insights @oainsights]

🇳🇬 Nigeria is cutting import duties on key goods under its 2026 fiscal measures to fight inflation.

The package covers 127 tariff lines, with notable cuts on cars, rice, sugar, and crude palm oil.

Inflation stood at 15.06% in Feb. 2026.

[One Africa Insights @oainsights]

🇬🇭Ghana’s trade surplus surged to a record $4.2bn in Q4 2025 from $1.5bn in Q3.

That strengthens the external position and helped lift reserves to $13.8bn.

But with gold still dominating exports, the bigger question is sustainability.

#Ghana #Trade #AfricaMarkets