A Cabanga Africa Publication

Africa Thinks Here

On-the-ground business intelligence in Botswana and Lesotho, since July 2019.

Section

Economics

Botswana competitiveness test

Botswana competitiveness test

As South African assets drew fresh buyers and stagflation fears faded, the region’s reformers moved at once – putting Botswana’s competitiveness to the test next door.

Business-cycle planning

Business-cycle planning

The World Bank cut its global growth outlook to 2.5 percent and warned of a drop to 1.3 percent if war fallout spreads – a reminder Botswana plans inside a cycle it does not control.

Diamond-to-energy transition

Diamond-to-energy transition

In the same year diamonds pressured Botswana’s ratings, the country signed solar and mineral exploration deals with Oman – a quiet pivot from one mineral story to several.

SADC trade logic

SADC trade logic

As global trade routes grew less predictable, regional cooperation stopped being optional. For landlocked Botswana, SADC is not sentiment – it is logistics.

Investment geography shift

Investment geography shift

Capital moved toward mining, energy and resilient African assets. The map of global investment is being redrawn – and Botswana has to argue its way onto it.

Energy import risk

Energy import risk

A fuel disruption in the Middle East showed how fast an oil shock can reach African inflation. Botswana, importing every litre it burns, has no buffer except policy.