14 North’s Substack

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

Five former heads of state.

21 hrs ago • 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

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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Washington’s New Playbook for Africa—and What It Means for Investors

The Trump Administration just told you exactly how it plans to engage with Africa.

Dec 11, 2025 • 14 North Strategies

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The 2026 Election Trap: Why Ethiopia’s Political Calendar Should Shape Your Investment Timeline

Ethiopia presents one of Africa’s most compelling investment propositions: a population exceeding 120 million, ambitious economic reforms backed by the…

Dec 10, 2025 • 14 North Strategies

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Five Questions Investors Should Ask About China’s Strategic Hierarchy in Africa

China is everywhere in Africa. But that doesn’t mean Beijing cares equally about everywhere it operates.

Dec 8, 2025 • 14 North Strategies

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Côte d’Ivoire’s Political Weather Turns Heavy

As the legislative vote nears, minor confrontations reveal a system growing more defensive — and more brittle.

Dec 2, 2025 • 14 North Strategies

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November 2025

A New Jihadist Player Enters Nigeria—and Investors Shouldn’t Ignore It

On 30 October, a small JNIM unit slipped into northwestern Nigeria, killed a Nigerian soldier, seized weapons and cash, and announced its arrival on…

Nov 19, 2025 • 14 North Strategies

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October 2025

Mali Is Falling — What Happens Next Is Up to JNIM

Foreign investors and policymakers should be asking different questions about what Mali’s collapse could mean for the Sahel — and beyond.

Oct 31, 2025 • 14 North Strategies

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July 2025

Can Satellite Internet Close Africa’s Connectivity Gap?

The opportunity is real. So are the challenges. Here’s how to think about both.

Jul 16, 2025 • 14 North Strategies

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