Borders: Conversations on Global South Capital and Geopolitics
Jun 12, 2026 · 50 min · 10 segments
East Africa is one of the fastest-growing regions in the world, yet remains largely overlooked by international investors. While attention often focuses on established markets, countries like Tanzania…
Einars GarozaGuest
Andrew HendersonHost
In parts of the world still building their place in the global imagination, tourism is expanding faster than the narratives around it.

Capital is arriving, infrastructure is catching up, and governments are shaping their own models, often outside the frameworks Western investors expect.

And yet in these environments, what looks like open land can carry layers of history, power, competing claims beneath the surface along the safari circuits and lake circles of East Africa.

This quiet momentum is creating opportunities that don't often announce themselves loudly, but are becoming harder to ignore.

He is one of the louder voices encouraging investment, particularly in the hospitality space in East Africa.

We should just start where why you chose to build in Africa, East Africa in particular, and what you see there on the ground that others have missed.
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In parts of the world still building their place in the global imagination, tourism is expanding faster than the narratives around it.

Capital is arriving, infrastructure is catching up, and governments are shaping their own models, often outside the frameworks Western investors expect.

And yet in these environments, what looks like open land can carry layers of history, power, competing claims beneath the surface along the safari circuits and lake circles of East Africa.

This quiet momentum is creating opportunities that don't often announce themselves loudly, but are becoming harder to ignore.

He is one of the louder voices encouraging investment, particularly in the hospitality space in East Africa.

We should just start where why you chose to build in Africa, East Africa in particular, and what you see there on the ground that others have missed.