The Investor’s Three Scenarios: Containment, Recurrence or Escalation
Every investor exposed to South Africa is being asked, implicitly, to price a question no model was built for: whether the current wave of weekly anti-migrant protests will be contained, will recur in cycles, or will escalate. The instinct is to wait for clarity. The...
Pool-House Reform Opens the Door to More Homeowners
Public housing schemes tend to fail at the same join: they build the houses but withhold the ownership. A tenant who can occupy a state-built home but never own it is a tenant forever, with no stake to maintain and no asset to build on. The reform of Botswana's...
Price Competition Will Weaken if Township Retailers Disappear
Everyday prices in South Africa’s townships are held down by a competition that rarely gets credited for it. Migrant traders, running spaza shops on thin margins and high turnover, force the whole informal retail layer to keep prices keen. Remove them — through...
Class 42: How SA’s Trademark Update Makes Room for AI-as-a-Service
A trademark system is supposed to describe the economy as it actually trades, yet for years South African filings have squeezed twenty-first-century products into categories drawn for an older market. From 1 January 2026, that lag narrowed: South Africa adopted the...
Dikoloti Warns Farmers: FMD Controls Vital for EU Beef Access
Botswana's beef industry carries a quiet paradox. Its premium markets are not at home or even mostly in the region — they are in Europe, thousands of kilometres away, reachable only because the country has spent decades building a disease-control and traceability...
The Gulf Capital Thesis
Botswana’s energy and mineral deals with Oman show something specific: that Gulf capital can underwrite diversification when domestic finances are stretched.
Dukem’s Wager: What One Chinese Industrial Zone Taught Ethiopia About Factories
A private Chinese developer bet US$180 million on a field outside Addis Ababa in 2007. What grew there became a test of whether Africa can host the factory floor.
The Food-Security Ledger
Fertiliser and grain risks behave like exposures on a balance sheet. Reading food security as a ledger lets Botswana see its weak positions before a shock arrives.
Conduct Code: How the COFI Bill Rewrites the Rules for SA’s Financial Houses
Cabinet approved the COFI Bill 2026, consolidating market conduct under the FSCA with governance, transformation and disclosure duties for SA finance.
SADC and Japan Forge Pact on Infrastructure, Trade and Security
SADC and Japan signed a Gaborone memorandum on 9 April 2026 spanning infrastructure, trade, investment and security. What the pact means for Botswana.
One Protest, Thousands of Closed Tills
Shops close before anti-migrant marches even without violence, and the lost output goes uncounted. How to price trading-day exposure and plan shutdowns.
Grow or Green: Where Chinese Energy Lands in Africa’s Two Imperatives
Africa is told to cut emissions and to grow, at once. Chinese energy projects sit on the seam between those demands – and which way they tilt has shifted.
The Trust Stack
Digital payments spread only as fast as the trust beneath them. Reliability and security are not features bolted on later – they are the foundation the whole stack rests on.
The Desert Miracle: Moakanyi Magazine | Vol 06 Issue 01 | June 2026
Our June 2026 issue is out. How Duma Boko is re-architecting Botswana - from a diamond-dependent rentier state into a sovereign-equity economy built to rival the Gulf - and what that turn asks of everyone doing business here. Botswana is doing something most resource...
The Local-Content Turn
The push beyond diamonds into critical minerals is also a chance to settle an old question: who owns the value, and who has the skills to keep it onshore.
Generate, Carry, Build: Reading Africa’s Power Sector as One Chain
Generation, transmission and industry are usually budgeted in separate columns. The output of each is the input of the next – which is why the weakest link sets the pace.
The Sovereign Balance Sheet
Public debt and deficit pressure are usually read as a government story. They are also a map of where private opportunity moves when the state pulls back.
The Wires Between: Why Transmission Earns Its Own Story, Not a Footnote
New power plants get the headlines. The lines that carry their output get a clause at the end. That ordering hides where Africa’s electricity is actually lost.
The AI Access Divide
AI is starting to drive trade growth, but the gains flow to markets with power, devices, skills and connectivity. For Botswana the divide is a checklist, not a verdict.
The Energy Pass-Through Map
An oil shock rarely stays at the pump. It passes through freight, food and retail until it reaches the household budget – a map worth tracing before the next move.
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