Hedge-fund grade intelligence brief: macro context, 5 key metrics with live numbers, 3 risk factors rated HIGH/MED/LOW, and actionable opportunity signals. Draws from live May 2026 ROAD-1 data including NGX, JSE, GSE, AfCFTA corridors, and commodity markets.
Port recommendations with friction score/100, cost per TEU, dwell time, PAPSS vs SWIFT per $10K, AfCFTA tariff eligibility, and corridor risk rating 0–100. Ground-truth operator knowledge including day-of-week patterns and booking windows.
Central bank rate decisions, AfCFTA tariff changes, port infrastructure announcements, active trade disruptions, and one concrete action to take this week with a named institution.
M&A transactions last 90 days, FDI commitments, DFI deployment (AfDB/IFC/Afreximbank with deal sizes), valuation benchmarks, and live pipeline signals. For PE and hedge fund analysts.
Narrative Friction Flag analysis: Western media distortion vs Afreximbank/AfDB/UNCTAD data reality. Structured output: Friction Flag → Data Correction → Corridor Impact → Score 1–10 → Action this week.