In this episode of the Frontier Markets Podcast, we have a conversation with Mwiya Musokotwane, the founder of Nkwashi City, a development in Zambia that's due to house 100,000+ residents, a university, business park, and more.
Mwiya is also a partner at Thebe Investment Management, Frontier Capital Partners, and Akili Ventures; all of which apply different approaches to constructing portfolios in Africa.
This episode covers:
The market for infrastructure and master planning across Africa
Operational lessons from 9 years of building a city in Zambia, during a cycle of three currency devaluations
Zambian economic history
Investing in real assets across Africa
Incubating technology companies in West Africa
Theories of industrialisation and state development
Lessons from Investor AB, Warren Buffet, Rockefeller, and other great capital allocators
I really enjoyed recording this episode - and I hope you find it as insightful as I did.
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