Zaad Research

Intelligence & Insights

Original research, market commentary, and investment perspectives from the Zaad research team and investment divisions.

The SME Consolidation Wave: Africa's Next PE Supercycle

Fragmented, high-margin sectors across Sub-Saharan Africa present a compelling buy-and-build opportunity. We examine the structural thesis, execution risks, and where capital is being deployed.

Africa's 2026 Economic Inflection Point: Where We're Overweight

Diverging fiscal trajectories, central bank policy normalisation, and a new infrastructure financing cycle are...

9 min read

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TechnologyJanuary 2026

AI Alpha Generation: Beyond the Hype

A practitioner's perspective on where machine learning genuinely creates investment edge versus where it's mar...

8 min read

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Frontier MarketsDecember 2025

Managing Liquidity in African Frontier Markets

Frontier market investing requires a fundamentally different approach to position sizing and exit planning. Ou...

10 min read

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Private EquityNovember 2025

Kenya Infrastructure: The $40B Build-Out

Kenya's infrastructure gap is becoming an investable opportunity. Logistics, cold chain, and industrial real e...

7 min read

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QuantitativeOctober 2025

Currency Carry Strategies in African Markets

High-yielding African currencies offer structural carry opportunities. We model the risk-adjusted returns, tai...

6 min read

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