Investments

Want clear, usable signals that matter to your money? This page pulls together news that moves markets and affects investments across Africa and beyond. I focus on concrete events you can act on: energy shocks, crypto security, political shifts, and big market stories like box-office surprises.

What to watch right now

Energy stability matters. Eskom returned to Stage 3 load-shedding on February 22, 2025, after emergency fuel reserves ran low. That kind of disruption hits businesses, industrial output, and local stocks fast. If you hold South African equities or run a business there, re-check cash flow forecasts, short-term debt covenants, and contingency plans for power outages.

Crypto security is another red flag. The Bybit breach that saw about $1.1 billion in ETH stolen shows how quickly custodial risk can wipe out value. If you trade crypto, split holdings between cold storage and trusted exchanges, enable multi-factor authentication, and prefer platforms with clear insurance or proof-of-reserves. For larger exposures, consider hardware wallets or regulated custodians.

Politics changes risk profiles. In Lagos, the impeachment of Mudashiru Obasa and the election of Mojisola Meranda as speaker shifts local power dynamics. New leadership can mean new policies or changes to contracts — good or bad for businesses. When governments reshuffle, pause on large local investments until you assess policy direction and any legal challenges.

Where opportunities hide

Not every headline is a threat. Entertainment and culture can create pockets of profit. For example, Saiyaara earned over ₹48 crore in two days and topped ₹100 crore globally. That shows strong consumer appetite and potential returns in film distribution, streaming rights, or regional content funds. Look for repeatable wins — franchises, proven filmmakers, and distribution deals that reduce single-release exposure.

Sports and transfers also create micro-markets. Big moves, TV deals, and tournament runs change sponsorships and regional advertising spend. If you invest in media, advertising, or regional consumer brands, track major sports news — it often signals where consumer attention and ad dollars will flow next.

Practical checklist: 1) Rebalance if one sector is over 10–15% of your portfolio. 2) Run a two-week cash buffer if infrastructure outages are likely. 3) Lock down crypto with cold wallets and reputable custodians. 4) Pause major local investments after sudden political shifts until you map policy risk. 5) Spot consumer winners from box-office or sports momentum and size positions carefully.

This page updates with stories that matter to investors. Use the headlines as prompts to check your positions, not as instant buy/sell triggers. If you want, I can highlight posts by theme — energy, crypto, politics, or consumer — so you can scan only what matters to your portfolio.