How do we analyse infrastructure investment? Step back. Look at the policy space. It is a dynamical system comprising the state, society and market (SSM). Focus on Africa: Within this SSM space, infrastructure investment is tethered to debt and the potential in public-private partnerships (PPP). These three define our work. We study the dynamics of the three, and the excitation of the fourth industrial revolution (4IR). We work with universities in Africa and overseas. That rigour of pursuit guides our advice to governments, funding and financing entities, and asset managers.

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