Africa Investment Notes: Q4, 2025

In the final quarter of 2025, the African investment landscape was defined by a decisive “sovereign pivot.” The period was marked by aggressive resource nationalism, significant maturation in local financial markets, and nations exercising unprecedented geopolitical agency to maximize value.

While facing persistent headwinds from conflict and climate shocks, the continent closed the year by fundamentally re-pricing risk and asserting greater control over its strategic assets.

Explore the structural shifts, high-stakes deal-making, and emerging risks shaping the 2026 horizon in the Q4 edition of the Africa Investment Notes newsletter.

Key Highlights:
1. Geopolitics And Trade: Shifting Alliances, Rising Barriers
2. Extraction And Energy: Old Wealth, New Maneuvers
3. Regional Integration: Skies, Borders, and Banks
4. Economy And Innovation: Growth Amidst Headwinds
5. Strategic Capital: Deals and Acquisitions
6. Fragile Frontiers: Conflict and Climate Costs
7. Events And Highlights for Early 2026