Africa Intelligence Brief — February 4, 2026

2026-02-04 - 17:45

Today’s signal is about where capital is repositioning. Afreximbank writes an $8 billion check for South Africa’s industrial base. Vodacom shows the telecom-fintech model keeps compounding. Ghana’s inflation prints below target for the first time since the 2022 crisis. And a one-year AGOA extension forces exporters to keep planning in the dark. 1. South Africa