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AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

Musings on Markets

I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Sustained Profitability, with Cycles!

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Tanzania: East Africa’s New Powerhouse

Global Finance

The act has been a major shift in the governments rhetoric toward investments and the business community, notes Imani Muhingo, head of research and financial analytics at Tanzanian broker and investment advisory Alpha Capital. billion by 2027. Inflation (2024, projected): 3.2% Government data show the mining sector accounts for 9.1%

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