14 North’s Substack

The Coup Makes the News. Ground Truth Tells You What to Do.

Six questions every company operating in Africa should be able to answer in sixty seconds, and why your risk feed can’t.

Aug 6 • 14 North Strategies

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July 2026

Five Questions to Ask Before the Horn of Africa Shifts

Somalia’s president keeps flying to Addis Ababa. Here’s what you should be asking about why, before the answers become obvious to everyone.

Jul 1 • 14 North Strategies

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June 2026

JNIM Is a Mali Problem. Your Exposure Isn’t.

The questions West African investors should be asking after 25 April, and why most are watching the wrong map.

Jun 22 • 14 North Strategies

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May 2026

The Africa Defense Market Is Open. Here’s What to Ask Before You Walk In.

In Sudan, two combat drones reportedly fought each other in the air in what defense outlets described as the first verified drone-on-drone kill…

May 21 • 14 North Strategies

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March 2026

Somaliland Caught in the Crossfire: What the Iran War Means for the Horn’s Most Promising Bet

Two months ago, Israel’s recognition of Somaliland looked like the beginning of a new chapter.

Mar 9 • 14 North Strategies

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February 2026

Senegal Is Going Digital Fast. Is It Ready? Five Questions for Investors.

Senegal is racing to build a digital state. But after the worst government data breach in the country’s history, can it secure what it’s building?

Feb 23 • 14 North Strategies

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Conflict, Ceasefires, and Capital: Investing in a Country at War with Itself

The biggest investment surge in a generation is colliding with the worst security crisis in a decade. Here’s what it means for foreign capital.

Feb 22 • 14 North Strategies

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January 2026

Three Tracks, No Traction: What DRC's Diplomatic Stalemate Means for Investors

Five former heads of state.

Jan 22 • 14 North Strategies

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Africa in 2026: Looking Ahead

The close of 2025 felt like a cliffhanger at the end of a television series season, with news of America’s missile strikes in Nigeria and Israel’s…

Jan 13 • 14 North Strategies

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Three Questions Investors Should Be Asking About Africa’s Digital Economy

Most investor decks on African digital markets emphasize growth metrics—such as subscriber counts, smartphone penetration, and mobile money volume.

Jan 11 • 14 North Strategies

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December 2025

Somaliland Update: Israeli Recognition Changes the Game—But Not How We Expected

In one of our Substack pieces last November, we argued that Donald Trump’s return to the White House could bring a historic shift in U.S.

Dec 28, 2025 • 14 North Strategies

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The Tanzania Question: Is It Still Investable?

Calm has returned to Tanzania after weeks of political chaos.

Dec 22, 2025 • 14 North Strategies

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