Ep 3: Cheta Nwanze: The Real Constraint on Nigeria’s Upside
Borders: Conversations on Global South Capital and Geopolitics
Release Date: 03/18/2026
Ep 6: Einars Garoza: Investing in East Africa Before the Crowd Arrives
Borders: Conversations on Global South Capital and Geopolitics
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 are benefiting from rising tourism, expanding infrastructure, population growth, and increasing flows of global capital. In this episode of Borders, Andrew Henderson sits down with entrepreneur Einars Garoza, founder of Conserved Safaris, to discuss why he relocated his family to East Africa, how he transitioned from carbon credits into safari hospitality, and why he believes Tanzania represents...
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Ep 5: Dilhan Fernando: Why Sri Lanka Exports Tea But Imports Poverty
Borders: Conversations on Global South Capital and Geopolitics
Andrew Henderson sits down with Dilhan Fernando, CEO of Dilmah, to explore why so many countries in the Global South remain trapped exporting raw commodities while others capture the branding, distribution, and profits downstream. Using Sri Lanka’s tea industry as a case study, Dilhan explains how colonial trade structures still shape modern supply chains — and why value addition, storytelling, and brand ownership are becoming essential for smaller nations trying to compete globally. They discuss Sri Lanka’s transformation from a colonial export economy into an emerging tourism,...
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Ep 4: Cyrus Janssen: The Biggest Lie About China’s Middle Class
Borders: Conversations on Global South Capital and Geopolitics
Mr. Henderson sits down with China analyst and investor Cyrus Janssen to examine one of the most misunderstood narratives in global economics: the supposed stagnation of China’s middle class. While Western commentary often focuses on decline, debt, and demographic headwinds, the lived economic reality inside China tells a more complex story. From digital infrastructure and consumer confidence to domestic brand dominance and capital flows, structural shifts are underway that investors and policymakers cannot afford to ignore. Rather than debating ideology, this conversation analyzes systems...
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Ep 3: Cheta Nwanze: The Real Constraint on Nigeria’s Upside
Borders: Conversations on Global South Capital and Geopolitics
Mr. Henderson sits down with Cheta Nwanze, a Nigerian political activist who studies how power, money, and incentives actually function inside the country. Cheta talks about what outsiders routinely miss about Nigeria: the real story isn’t “potential,” it’s the missing foundations that make long‑term planning possible. Early in the conversation, Cheta points to rule of law, including property rights, as the most under‑discussed driver of stability and investment confidence. From there, they move through the realities that shape policy, markets, and everyday life: Nigeria as...
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Ep 2: Erick Brimen: The Radical Bet Behind Honduras’ Private City
Borders: Conversations on Global South Capital and Geopolitics
Mr. Henderson sits down with Erick Brimen, co-founder and CEO of Prospera, a privately governed jurisdiction on the Honduran island of Roatán. Rather than debating politics inside fixed national rules, Prospera asks a more radical question: what if the rules themselves are the product? If governance can be redesigned like software or a company, can better law actually outperform the nation‑state? Early in the conversation, Erick explains how Honduras’ post‑crisis search for investment opened the door to a Hong Kong–style special jurisdiction, backed by private capital but embedded in...
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Ep 1: Kwasi Kwarteng: Sovereignty, Tax, and the UK’s Place in a Multipolar World
Borders: Conversations on Global South Capital and Geopolitics
Andrew Henderson sits down with former UK Chancellor Kwasi Kwarteng to explore how tax policy, rule of law, and geopolitics are reshaping Britain’s role in the world. Kwasi lays out why the UK’s rising tax burden – from the new mansion tax to tighter non‑dom rules and higher employer contributions – is changing the country’s appeal to entrepreneurs and investors, even as its legal system, universities, and property rights remain world‑class. They discuss why London looks cheap but unloved as an equity market, the decline in London IPOs, and the shift of ambitious founders...
info_outlineMr. Henderson sits down with Cheta Nwanze, a Nigerian political activist who studies how power, money, and incentives actually function inside the country. Cheta talks about what outsiders routinely miss about Nigeria: the real story isn’t “potential,” it’s the missing foundations that make long‑term planning possible.
Early in the conversation, Cheta points to rule of law, including property rights, as the most under‑discussed driver of stability and investment confidence. From there, they move through the realities that shape policy, markets, and everyday life: Nigeria as a country made up of many nations, the incentives behind political “inclusion,” and the policy reversals that create a kind of volatility investors simply can’t model away.
In this episode, Andrew and Cheta discuss:
● Why rule of law and property rights sit underneath nearly every conversation about growth, stability, and capital formation.
● How Nigeria’s internal structure, many groups, deep mistrust, and English as a bridge shapes governance and national identity.
● Why “policy inconsistency” is a major risk factor, as governments reverse prior decisions and reset expectations.
● Why Nigeria’s elite-driven, highly centralized political economy creates a “crisis of ownership,” where the state belongs to everyone and to no one.
● The contrast between short‑term trading opportunities (stocks, FX, real estate) and the difficulty of true long‑term investing in a volatile currency and legal environment.
● Where real economic opportunities lie today, fast‑moving consumer goods, telecoms/data, select banks, and logistics, and how most wealthy Nigerians hedge risk by holding assets offshore.
● Why Cheta remains long‑term optimistic on Nigeria despite current dysfunction: rising interethnic marriage, a slowly forming Nigerian identity, and the raw human drive and resilience of its people.
Follow Cheta: Cheta Nwanze | Educating Beyond Borders
About Borders
Borders is a long-form audio series hosted by Andrew Henderson, exploring how capital, power, and opportunity are reorganizing beyond the Western mainstream.
Each episode features an unscripted conversation with founders, policymakers, investors, and thinkers operating at the edges of conventional narratives. The focus is structural clarity — not headlines.
Produced by Vesper. Hosted by Mr. Andrew J. Henderson: Website