I’ve hit the ground running here at African Alliance and published five macro & equity strategy reports in the past month. As a result the blog just hasn’t been a priority. I’m getting material together for upcoming roadshows to Cape Town, Nairobi, London and NY in the next two months. Our team has developed some good views , and we’ll be making some more big calls in the next few weeks as well. If you’re in any of these cities and would be keen to meet up for a drink or meeting, get in touch.