The investable terrain.

What the hypothetical book can hold, what it only watches, and the evidence each corner must earn.

Held

Equities

Growth engine

30–60%

BreadthTurnoverEarningsLiquidity

Held

Ballast and hurdle

25–50%

Auction curveReal yieldDemandDuration

Held

Small hedge

0–8%

GoldFuelCropsExternal pressure

Watched

Hard-currency lens

Lens only

USD/TZS30-read meanRangeImported pressure

Watched

Access experiment

No sleeve

DSE closePublished NAVVintage gapLiquidity

Held — part of the hypothetical book

Watched — context, not a position

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