Perspectives — African Industrial Development

Executive Opinion

Perspectives.

Strategic essays and institutional thinking from the Vika Group leadership team — on capital allocation, African industrial development, and the long-term investment thesis.

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Perspectives

Perspectives No. 4

17 August 2026

14 min read

Institutional Strategy

Scale Is Not an Institution.

On the difference between organizational scale and institutional capacity — and why growth can create the appearance of permanence long before permanence has actually been built.

Virginia Karanja

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Perspectives No. 3

24 July 2026

12 min read

Capital & Deployment

Bankable Is Not Buildable.

On what prevents institutional capital from becoming productive assets — and why the gap between a bankable project and a built one is not a financing problem but an institutional one.

Virginia Karanja

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Perspectives No. 2

24 July 2026

13 min read

Industrial Strategy

The Mine Is Not the Platform.

On why integrated industrial platforms create more durable long-term returns than ownership of individual mining assets — and how platform economics compound where commodity cycles mean-revert.

Virginia Karanja

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Perspectives No. 1

24 July 2026

12 min read

Investment Strategy

The Infrastructure Gap Is Not a Problem to Be Solved. It Is a Market to Be Built.

On why the absence of industrial infrastructure in Central Africa is the investment thesis, not the obstacle to it — and what that means for how Vika Group is building.

Virginia Karanja

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Vika Group Perspectives — Executive Opinion on Industrial Development, Long-Term Capital, and Building in Africa

Perspectives.

Scale Is Not an Institution.

Bankable Is Not Buildable.

The Mine Is Not the Platform.

The Infrastructure Gap Is Not a Problem to Be Solved. It Is a Market to Be Built.

Continue the Conversation