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Project finance, PPP structures, DFI activity and lender appetite behind transport, power, water and digital infrastructure.
This report is based on an international investment research framework, providing in-depth analysis of the driving factors behind current capital flows in Africa, key investment areas (such as infrastructure, resources, and emerging markets), and long-term capital trends to offer strategic insights to investors.
Capital expenditure (CAPEX) is a financial decision by enterprises to make long-term investments in fixed assets, and it also serves as the underlying benchmark for global capital to assess the African market. Starting from the accounting essence of capital expenditure, this article analyzes the sources of funds, industry distribution, and withdrawal signals in African investment, revealing the ways in which capital is re-evaluating Africa.
This article, based on PwC's capital project accounting treatment guide, analyzes how rules in the capitalization stage affect global capital's investment decisions and long-term evaluations of infrastructure projects in Africa, revealing the accounting drivers behind capital flows.
Based on PwC's capital project accounting framework, analyze how the logic of cost capitalization in African infrastructure investment affects capital flows and investment decisions.
This article analyzes the definition, financing, and prioritization processes of capital projects, and uses Asheville, USA as a case study to explore its implications for infrastructure investment in Africa.
Dangote Group plans to invest $16 billion in building an oil refinery in Lamu, Kenya. This article analyzes its funding sources, investment logic, and the long-term impact on East African capital flows.
Based on the CFR report, analyze how the Belt and Road Initiative reshapes global capital flows and its impact on debt, competition, and long-term investment patterns in emerging markets such as Africa.
U.S. clean energy innovation faces a $100 billion to $200 billion investment gap, known as the "missing middle," which hinders the progression from proof of concept to commercial scale. This article analyzes the causes of the gap, policy fluctuations, the role of private capital, and explores potential solutions.
Fidra Energy achieved the financial close of £231 million for the West Burton C project in the UK, supported by EIG and the UK National Wealth Fund. This financing event reflects strong global capital interest in large-scale battery energy storage and provides an investment logic reference for the African energy storage market.
The UK Advertising Standards Authority (ASA) has introduced new regulations prohibiting automakers from using terms such as "self-driving" in marketing, aiming to avoid misleading consumers. This regulatory clarity may affect global capital allocation in the autonomous driving sector, leading the market to reassess investment risks and returns.
Analyze the capital logic of India's aluminum industry shifting from import dependence to net export, and explore the cost advantages, market demand, and reshaping of the global aluminum trade pattern.
Swedish green steel startup Stegra completes €1.4 billion financing, led by the Wallenberg consortium. This article analyzes the funding sources, investment logic, and long-term impact on the global green steel investment landscape from a capital flow perspective.
A subsidiary of China CAMC Engineering Co., Ltd. signed an energy project contract, continuing the expansion of Chinese engineering enterprises in Africa's energy infrastructure sector. This article analyzes the logic of capital entry, sources of funds, and long-term trends.
Portuguese infrastructure group Mota-Engil is nearing completion of its acquisition of Brazilian mining company Bamin, a deal that integrates railway, port, and mining assets, reflecting global capital's preference for bundled investments in resources and logistics.
Analyze how green hydrogen is attracting global capital flows to Africa, particularly South Africa, Namibia, and Kenya, and the key role of platinum group metals in the energy transition.
Reuters reported that Germany’s €500 billion infrastructure fund has so far spent less than planned, showing that capital does not automatically translate into project implementation. For investors, what really matters is not the size of the funds announced, but the efficiency of approval, execution, and risk allocation, which also affects the pace of Europe’s capital reallocation in the energy, transportation, housing, and digitalization sectors.