A question from a friend: "Looking back from 2040, what's the largest capex-heavy new company that will be founded in 2020-2025?"
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Not being biased or anything but back when I was in TZ,we had massive steel and cement companies that would dominate the market through out the whole of E. Africa. It was impressive how they branched out. I think it will be a company from there to take over the whole Africa soon.
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Probably will be someone like Amazon, Google or FB that takes over cement and steel
End of conversation
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Cement companies have been doing really well over here. Before COVID anything to do with construction was doing extremely well. We don't have enough steel plants though.
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Infrastructure of Africa is an interesting bet. Except construction: Telecommunication (global satellite internet?), high speed rail/alternatives, education.
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