Why Toyota May Be Better Positioned Than the EV Market Thinks
Toyota has frequently been criticised for moving too slowly towards fully electric vehicles. Yet its dominance in hybrids, enormous manufacturing scale and ability to invest across several technologies may prove well suited to an electrification transition that is becoming more fragmented, regional and uncertain.
ET&A Research · 30 July 2026

For much of the past decade, the automotive industry appeared to be moving towards a simple conclusion: battery-electric vehicles would replace combustion engines, and the manufacturers that moved fastest would win.
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BlackRock: Becoming More Than an Asset Manager
BlackRock built its dominance by becoming the world’s largest asset manager. Its next phase, however, is increasingly focused on businesses that look very different from traditional fund management. Infrastructure, private credit, data and investment technology could gradually make BlackRock’s earnings less dependent on public markets and significantly change how investors value the company.
ET&A Research · 24 August 2026

Dangote Refinery and the Repricing of Nigeria’s Economy
Dangote Refinery is often discussed as a solution to Nigeria’s dependence on imported fuel. Its larger significance may be elsewhere: changing where margins are earned, where foreign exchange is spent, how fuel moves around the country and whether Nigeria can finally capture more value from its own hydrocarbons.
ET&A Research · 17 August 2026

ASML: The Most Important Company Most Investors Cannot Properly Value
ASML occupies one of the strongest competitive positions in global industry. Its machines are indispensable to advanced semiconductor manufacturing, yet its exposure to chip investment cycles, geopolitics and rapidly changing technology makes the company considerably harder to value than the word “monopoly” might suggest.
ET&A Research · 17 August 2026
