Zimbabwe’s outlook enters a decisive phase: #gold #royalties rise, #Growth rebounds yet remains brittle, donors retreat, and #China’s #trade dominance reshapes #global dynamics.

Join us for the live stream of the Zimbabwe Capital Markets Awards x.com/i/broadcasts/1…

Econet Wireless exits ZSE after a 27 year listing citing undervaluation and trapped value. #zse

CFI Holdings is back in the black — but the quality of earnings matters. 🌱📊 🧐The agro-industrial group swung to a #ZiG 175m #profit in FY25, driven largely by #FX revaluation gains while core operations remain thin. Is this a real turnaround or a #currency effect? Read more 👉

Zimbabwe’s sovereign wealth fund has published its first audited results. We unpack what the numbers reveal—and what they conceal.

From record gold exports and AI’s local utility to the $15k US visa bond and retail’s "last dance," we unpack the forces shaping Zimbabwe’s 2026 economy. Analytical, urgent, and essential. *️⃣Read the full briefing in The AXIS:👇

Zimbabwe raises fabric import tariffs to 40% — quietly reshaping its industrial policy. It’s not just protectionism. It’s an attempt to rebuild a collapsed value chain — from cotton to clothing — and retain value domestically. A subtle shift with regional implications: 👇

Record foreign Receipts for Zimbabwe; where is the money coming from ? 👇 equityaxis.net/post/18701/202…

From Lithium to Copper; Prospect Resources’ Pivot from Zimbabwe to Zambia Signals Strategic Bet on Future Metals ➡️ Analysis equityaxis.net/post/18702/202…

🎙️ Zimbabwe’s 2026 pivot: Record surpluses and a stabilizing ZiG meet systemic power constraints. Amid US policy shifts and AI integration, is this a structural rebirth or a cyclical peak? Unpack the investment signals on The Axis Podcast. 🎧👇

Why Electricity Is Zimbabwe’s 5th Largest Import but Only Its 17th Export linkedin.com/pulse/why-elec…

75% of South Africa’s cigarette market is now illicit. BAT’s plant closure isn’t a strategy shift — it’s a market failure signal. When enforcement collapses, capital exits.

Gold is up ~72% YoY. Zimbabwe’s fiscal take may jump before miners’ profits do. At $5,000/oz, a 10% royalty flips gold from a margin story into a sovereign balance-sheet lever.

Zimbabwe’s most interesting credit shift isn’t about fintech—it’s about structure. Tokenised real assets + SECZIM oversight + mobile USD lending could quietly dismantle informal credit pricing. Most are missing this.

Investors are misreading Tanganda as a complete tea story. It’s now a bet on long-cycle horticulture, climate risk, and whether processing can outrun biology. FY25 losses show the cost of getting the timing wrong.

Most see Zambia’s 312MW plan. Markets should see something else: an SPV designed to turn politics into process. If ZNEC works, African energy risk gets repriced. If it fails, nothing changes. The missing piece: 👇

Global GDP per capita is 10% above pre-COVID. Africa isn’t. The gap with advanced economies has widened ~10% since 2019—growth without jobs, capital without productivity. That’s not a cycle. It’s a regime shift. #GlobalEconomy #AfricaMarkets #CapitalAllocation #Macro

The IMF now ranks Sub-Saharan Africa as the world’s fastest-growing region. The overlooked detail: debt service still absorbs up to 30% of state revenue. That’s where the real risk pricing sits. #MacroRisk #EmergingMarkets #Africa #IMF

Most AI theses miss this: without memory and logic, the semiconductor boom disappears. Omdia shows AI chips drive nearly all 2026 growth; the rest of the market barely moves. What breaks if supply tightens? #AIInfrastructure #MemoryMarkets #SemiconductorRisk

Zimbabwe approved 235 new licences in Q4 2025 but committed capital collapsed 74% YoY to $1.18B. Interest is there; scale is gone. Insight: approval ≠ execution. #ZimbabweInvestment #CapitalMarkets #EmergingMarkets #RiskVsReward