
Key Trends, Risks and Opportunities, Catalysts
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 4 years ago | Last Issue | 3 years ago |
| Active | |||||

A year ago today, I wrote “Thoughts into 2023 - Africa/Japan/Global Markets” and made predictions of how the year will play out in the ecosystem I sit in. It was meant to be an exercise to organize my thoughts and self-check at year-end, an...
2H of 2022 until mid-2023 has been a rollercoaster ride due to macro uncertainty, US rate hike, and valuation correction in private equity market across markets. Whilst this was painful for investors...
ご無沙汰しております。出張が重なり、今年最初の投稿が1~3月のまとめとなってしましました。1月は南アフリカ→ザンビア、2月はケニア →ナイジェリア→イスラエル、3月は日本→タンザニア→モーリシャス と、複数の事業会社・VC・PE案件に携わらせて頂きました。今年もあっという間に過ぎていきそうな予感、、。
そんな中、ご存知の通り金融緩和相場が終わり利上げが進み、機関投資家によるグロース売りからの「VC版リーマンショック」と呼ばれるSVB破綻、そこから...
2022 was hell of a year, both from personal life changes and market volatility perspective. Whilst I know many of us are LITERALLY burned out from ‘22, whether you are a founder, GP, or even a LP, I’d lik...
11月からケニアにおります。ドバイ経由で40時間かかりましたが、20時間のLayoverの間はドバイ観光もできたので、今後エミレーツでアフリカに来られる方にはおすすめです(食事・ホテル・ビザ・Wifiなども無料です)。
ケニアに到着して、まず日本の事業会社の方々とケニア国立公園に行くと、動物が群がる公園のど真ん中に聳える鉄道。これこそが、中国の融資($5Bn)で建設されたSGR (“Standard Gauge Railway”)。走り始めて4年ほどが経つが、未だに採算が取...
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The writers behind this newsletter.
VC in Africa. Ex-Morgan Stanley & JP Morgan. Still learning how to improve how we invest.
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