A Cabanga Africa Publication

Africa Thinks Here

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

Section

Money

Board-level treasury

Board-level treasury

The World Bank cut its global growth outlook and warned of a sharper drop if conflict spreads. In that volatility, treasury management has moved from back office to boardroom.

Household affordability

Household affordability

Botswana’s budget projects an economic rebound this year. Inflation risk is the variable that decides whether households actually feel it in their discretionary spending.

AI investment finance

AI investment finance

AI demand kept global electronics trade moving through a volatile year. The financing question for Botswana is whether it funds the chips or the things they make possible.

Food-price working capital

Food-price working capital

Food and fertiliser prices keep moving, and every swing forces firms to finance inventory they did not budget for. For Botswana’s food chain, working capital is the quiet cost of volatility.

Cost of capital in construction

Cost of capital in construction

Botswana signed energy and mineral exploration deals with Oman just as financing costs climbed worldwide. The ambition is real; the cost of capital decides which projects survive it.

Banking for exporters

Banking for exporters

World trade rose in April even as tariff threats multiplied. For Botswana exporters, the lesson is less about the rebound than about the banking that survives the next shock.

Diamond-sector receivables

Diamond-sector receivables

Rough-diamond price swings ripple through cash conversion for cutters, traders and suppliers – and after an S&P downgrade, Botswana’s receivables sit in the path of global headwinds.

Ratings and tender pricing

Ratings and tender pricing

A credit downgrade does not stay on paper – it raises the price of government-backed projects, and Botswana’s tender costs move with its rating.

Capital follows energy

Capital follows energy

Renewable, oil-storage and grid projects are pulling strategic capital, and Botswana’s energy and mineral deals with Oman show how investment now follows the power supply.