Episode 13
Mwiya Musokotwane - Building a New City in Zambia and Portfolios Across Africa (Frontier Markets Podcast #13)
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.