Strategic intelligence for emerging marketsAfrica · Emerging markets · Global perspective
TAY Strategic Intelligence

Analysis for consequential decisions.

Evidence-led perspectives on capital, infrastructure, trade, institutions and economic transformation — connected to the systems that determine outcomes.

TAY 2.0

From signal to system

TAY follows consequential signals into their binding constraints, institutional mandates, capital requirements and measurable economic consequences. The public brief is the visible edge of a deeper intelligence architecture.

Policy Series

Flagship publications

Long-form TAY policy papers with their own analytical lineage, preserved separately from the current brief framework.

DIGITAL INFRASTRUCTURE · POLICY SERIES PAPER NO. 1

Turning Digital Infrastructure into Economic Capability

Why Data Centre PPPs Must Become Development Multipliers — connecting digital infrastructure to energy, financing, skills, enterprise capability, exports and measurable economic transformation.

July 2026 · Version 1.0
Read policy paper →
Current publications

Recent analysis

Institutions, governance and delivery

The institution with the mandate often matters more than the institution with the money

Economic transformation depends on institutions that can coordinate policy, capital and implementation across systems.

9 Sept 2026 · 8 min
Read brief →
Trade, infrastructure and economic integration

Africa’s next integration test is whether systems can move with the market

The continental market will only become economically real when customs, payments, logistics, standards, energy, finance and digital systems operate across borders.

9 Sept 2026 · 8 min
Read brief →
TAY methodology and strategic intelligence

TAY’s operating method: find the constraint, then follow the system

TAY moves from signal to system constraint, institution, capital, intervention and measurable economic consequence.

9 Sept 2026 · 8 min
Read brief →
Development finance and capital mobilisation

The next development-finance advantage is better capital architecture

The central financing problem is often not the absence of capital, but the absence of bankable systems, credible counterparties and coordinated project pipelines.

9 Sept 2026 · 8 min
Read brief →
Corridors, logistics and industrialisation

A corridor is valuable for what it makes possible beyond the road

Transport corridors should be assessed as production systems linking infrastructure, industry, energy, logistics, finance, skills and markets.

9 Sept 2026 · 8 min
Read brief →
Infrastructure and economic transformation

Infrastructure is only transformational when it becomes productive capacity

Physical infrastructure creates transformation only when institutions and markets convert assets into lower costs, greater productivity and expanded productive capability.

9 Sept 2026 · 14 min
Read brief →
Digital economy

When Digital Infrastructure Becomes Economic Infrastructure

Why data centres, cloud capacity and digital public systems now belong at the centre of national development strategy.

28 July 2026 · 9 min
Read brief →
Development finance

From Aid Dependency to African Agency

A practical agenda for mobilising domestic capital and strengthening institutional bargaining power.

22 July 2026 · 11 min
Read brief →
Industrial policy

Financing Industrial Transformation in Emerging Markets

The capital structures and public capabilities needed to turn industrial ambition into productive capacity.

16 July 2026 · 12 min
Read brief →
Trade

AfCFTA and the Architecture of Regional Value Chains

How corridors, standards and patient capital can make continental trade commercially real.

10 July 2026 · 8 min
Read brief →
Climate finance

Climate Finance Beyond Project-Based Interventions

Moving from fragmented projects toward durable national financing systems.

3 July 2026 · 10 min
Read brief →
Institutions

Building Institutions That Can Absorb Development Capital

Capital is not scarce everywhere; implementation capacity often is.

27 June 2026 · 7 min
Read brief →