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Market Intelligence

A collection of 2 posts
OP-ED: Africa Isn’t India—But Capitec Bank’s success shows the value of local insight
Banking

OP-ED: Africa Isn’t India—But Capitec Bank’s success shows the value of local insight

South Africa’s largest retail bank, Capitec, shows how aligning with real consumer behaviour—not imported models—can unlock value in Africa’s fragmented, stratified, and misunderstood markets.
15 Apr 2025 6 min read
OP-ED: Awkward Investment Realities—The case for backing 'boring' business in Africa
Market Intelligence

OP-ED: Awkward Investment Realities—The case for backing 'boring' business in Africa

As African tech investments plateau, Balloon Ventures' $14 million SME portfolio reveals an uncomfortable truth: 'boring' traditional businesses might be outperforming venture-backed startups in real economic impact.
28 Jan 2025 3 min read
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