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The Parachute Problem: Why Foreign Capital Keeps Missing Local Markets

August 28, 2026

In January 2026, a fund of funds in Accra reached first close with more than two thirds of its capital anchored by Ghanaian pension schemes.

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The First-Loss Playbook: How a Sliver of Concessional Capital Is Pulling Insurers and Pension Funds Into Emerging Markets

August 17, 2026

In 2025, Allianz set out to raise a billion-dollar fund for climate investment in emerging markets. It didn’t do that alone. Sitting underneath Allianz’s own

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Base of the Pyramid to Pension Fund: What Four Emerging-Market Funds Actually Returned (#143)

August 17, 2026

“The risk perception is most misplaced. The resilience is least understood. The aspiration is definitely not understood. ” — Jyotsna Krishnan What does it take

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Why Egypt’s Fintech Playbook Is Built for Chaos, Not Comfort

August 7, 2026

In 2008, roughly 14% of Egyptian adults held a bank account. By the end of 2025, that number had reached 77.6%, representing 54.7 million citizens

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A 1% Loss Rate “Unheard Of” in Frontier Markets: How Local-Currency Lending Rewrites African Credit Risk (#141)

July 29, 2026

“Clearly, if a business is not viable because you force it to be green, then that kind of defeats the purpose. ” — Clemens Calice

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The 2/20 Model Is Broken: Why Venture Capital Doesn’t Work in the Global South (And What’s Replacing It)

June 5, 2026

The standard venture capital fund structure has remained essentially unchanged for decades. A general partner raises a fund, charges a 2% annual management fee to

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Africa’s Unbanked: Where FinTech Is Finding the Most Resilient Returns (#134)

May 20, 2026

“Ideas are free. Do a Google, and you’ll come up with ten great ideas in the financial sector. The idea is to convince me, as

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VC for Learning: How Outcome Funds Are Transforming Education in Emerging Markets (#133)

May 6, 2026

“We have to move the power and the decision making of what needs to be done much closer to the people and hold people accountable

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In Case You Missed It: Must-Hear Conversations Shaping Impact in 2026 (#129)

March 26, 2026

“Brazil is a tropical agriculture ecosystem, and when you start to understand the particularities of this, you start to understand some opportunities. In Brazil, we

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alina-truhina

Beyond the 2/20 Model: Disrupting VC & 25% IRR from Climate Adaptation in Southeast Asia (#124)

February 17, 2026

“Climate change is here. It’s not going to happen in 10 years time, or 20 years time. We are already being impacted. ” — Alina

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