- This piece on Jack Dorsey being named as CEO of Twitter while keeping the CEO reins at Square is pretty poor. How do you give recent examples of folks successfully running multiple companies without discussing what is enabling them to get this done? Yet, you reach back to 1990 to pull out a worst case situation, mention that Elon Musk and Carlos Ghosn say running two companies is hard and one should avoid it, and conclude that Jack isn’t listen to the right advice. The piece should have progressed something like: 1) This is a bad case from years ago. 2) Here are some more recent cases and reasons why they avoided the bad case from years ago. 3) This is really hard and not advisable for most. Since Jack is going forward with this, this is what he should consider.
- Growing up, my dad often talked about the unappreciated genius of artisans in Ghana. Ory Okolloh Mwangi and Bobby Pittman, among others have touted the huge potential of the creative industry across Africa. This piece discusses the Rwanda government’s efforts to invest in its creative industry with the help of the Swedes. In the mean time, check out Oxosi – a startup bringing high-end African fashion to the US. It should be launching soon.
- Here’s some interesting analysis of greenfield investments in Africa still being led by the western countries. On the other side of Africa-bound FDI, here is an interesting report from the Financial Times’ Africa Summit on how African countries will deal with depressed currencies, China’s slowing, and falling commodity prices (I saw $1.90 gas the other day, and my heart fluttered).
For quite some time, I have wanted to distill my sources for information and analysis on business and policy across Africa. I will try to keep this post updated with a list of the people I follow for insights. Some post long-form content. Some stick to Twitter. Here goes:
Razia Khan – Head of Macro Research for Standard Chartered Bank. When big economic events happen on the continent, I automatically go to her Twitter feed to see what she thinks about them.
Chuba Ezekwesili – Has good insights on Nigeria’s economics.
Jason Njoku – One of the more outspoken entrepreneurs on the continent when it comes to making sense of building a business on the continent.
Ory Okolloh Mwangi – Keeps me hip to Kenya’s political environment. Look out for her waving her BS flag.
Chris Becker – Lead Economist at African Alliance. African Alliance always put out helpful intelligence on what’s happening across the continent. Chris will occasionally send out a post from his personal blog.
Eliot Pence – Director at McLarty & Associates. Publishes sharp insights on US-Africa policy.
Aubrey Hruby – Visiting Fellow at The Atlantic Council. She and Jake Bright are coming out with a book this year, I believe, on Africa’s business environment.
Brian Laung Aoeh – Partner at KEC Ventures. Most of his portfolio is US and Israel-focused, but he pays a lot of attention to the technology space in Africa.
Patrice Backer – COO at AFIG Funds. Posts frank insights on business and political events across the continent.
Eric-Vincent Guichard – Founder of Homestrings.com. Whenever foreign direct investment comes up in the news, I go to see what Eric is saying about it.
Bobby Pittman – Founder of Kupanda Capital. Like following his posts because of his background working in the US government and at the African Development Bank and when I’m looking for insights on infrastructure development on the continent.
Rolake Akinkugbe – Runs Energy and Natural Resources desk at FBN Capital. Doesn’t post a lot of content, but does make frequent appearances on CNBC Africa.
Todd Moss – As news of the attempted coup in Gambia emerged, I read it all through the lens of the Golden Hour, Todd’s first novel. In his day job, he runs the Center for Global Development.
Jake Bright – Whitehead Fellow at the Foreign Policy Association. Writes for FT This is Africa, Bloomberg, and Quartz to name a few. He has basically carried the Africa standard at Bloomberg Radio, educating the listening audience on Africa’s bond markets, infrastructure development, technology sector and more. Check out the link to The Next Africa, the book he and Aubrey Hruby have coming out soon.
Ibrahim Saigna – Runs Century Private Investments. He doesn’t publish a lot, but he provides helpful insights on Africa’s finance environment when he does.
Jacqueline Musiitwa – Legal Counsel and Assistant to the President at PTA Bank. She and Ibrahim have collaborated on some good pieces.
Kurt Davis, Jr. – Investment banker at Barclays. Writes sharp insights on a number of industries and the political environment on the continent.
Paul Wallace – Reporter at Bloomberg. Consistently good analysis.
Aly-Khan Satchu – Operates on a 26-hour day. That’s the only way I have been able to make sense of how productive he is.