非洲投资新动向

Group 1 - The core viewpoint of the article highlights that well-governed small to medium economies like Seychelles, Mauritius, and Côte d'Ivoire are becoming the most attractive investment destinations in Africa, surpassing traditional economic powerhouses [1][2] - Seychelles and Mauritius lead the investment rankings due to strong fiscal management, low corruption rates, and stable post-pandemic recovery, with Mauritius expanding its financial services to East and Southern Africa [1] - Côte d'Ivoire's investment ranking has improved significantly due to economic diversification, improved governance, and a maturing capital market, with the government enhancing industrial value-added through domestic processing and export of cocoa and cashew [1] Group 2 - In North Africa, Morocco benefits from World Cup preparations and investments in transportation, desalination, and renewable energy, with a projected growth of 3.5% by 2026; Egypt is expected to grow by 4.5% in the 2025/26 fiscal year due to reforms and Gulf investment recovery [2] - South Africa faces structural issues such as power shortages and policy uncertainty, leading to a projected growth of only 1.8% by 2026; Kenya remains a pillar economy in East Africa, with expected growth of 5.1% driven by fiscal tightening and green infrastructure [2] - Investors are increasingly prioritizing transparency, governance, and fiscal discipline over market size, indicating a shift in Africa's investment landscape from aid-driven growth to investment-driven growth [2]