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Nigeria Just Cut Rates Hard. The Next Question Is Where the Money Goes.
INSIGHTAfrica & Emerging MarketsInsight

Nigeria Just Cut Rates Hard. The Next Question Is Where the Money Goes.

Nigeria's central bank has taken interest rates from 26.5% to 23% in a single move. If this marks the beginning of a genuine easing cycle, the consequences could extend far beyond cheaper loans. After years in which extraordinarily high yields pulled capital towards fixed income, Nigeria may be approaching a point where investors have to reconsider where money should sit.

A. Francis Ugbabe · 29 September 2026 · 6 min read

India Is Booming. $100 Oil Is Testing the Model.
INSIGHTAfrica & Emerging MarketsInsight

India Is Booming. $100 Oil Is Testing the Model.

India remains one of the strongest growth stories in emerging markets, but $100 oil is exposing a familiar vulnerability. With the rupee under pressure, inflation rising and bond yields climbing, the question is whether India’s domestic growth engine is now strong enough to absorb another prolonged energy shock.

ET&A Research · 24 September 2026 · 9 min read

Nigeria's Currency Crisis May Be Ending. Its Cost-of-Living Crisis Isn't.
INSIGHTAfrica & Emerging MarketsInsight

Nigeria's Currency Crisis May Be Ending. Its Cost-of-Living Crisis Isn't.

Nigeria’s external position is improving. The naira has stabilised, foreign-exchange reserves are rising and inflation has moderated considerably from its recent highs. Yet for many Nigerian households, very little feels cheaper. The reason is simple: stabilising the currency stops one source of economic damage. It does not reverse the damage that has already been done.

A. Francis Ugbabe · 21 September 2026 · 12 min read

Vietnam Just Became a Real Emerging-Market Investment Story
INSIGHTAfrica & Emerging MarketsInsight

Vietnam Just Became a Real Emerging-Market Investment Story

FTSE Russell’s upgrade opens Vietnam to a much larger pool of global capital. But index inclusion is only the beginning. The more important question is whether Vietnam can turn greater investor access into deeper markets, stronger companies and lasting shareholder returns.

ET&A Research · 21 September 2026 · 8 min read

Nigeria’s Economy Is Growing Again. Are Nigerians Feeling It?
INSIGHTAfrica & Emerging MarketsInsight

Nigeria’s Economy Is Growing Again. Are Nigerians Feeling It?

Nigeria’s headline economic indicators are improving. Growth is accelerating, inflation is moderating and the external position is stronger. But for millions of households, the recovery still feels distant. The next stage of Nigeria’s reform story will be judged not by GDP alone, but by whether economic stability eventually produces higher real incomes.

ET&A Research · 3 September 2026 · 10 min read

Is Nigeria’s Economic Reform Story Finally Becoming Investable?
INSIGHTAfrica & Emerging MarketsInsight

Is Nigeria’s Economic Reform Story Finally Becoming Investable?

After three years of painful reforms, Nigeria is beginning to show the macroeconomic characteristics international investors have been waiting for. Moody’s latest outlook revision adds to evidence of improving reserves, stronger growth and greater policy credibility. The question is whether stabilization has gone far enough to turn Nigeria from an interesting reform story into an investable one.

ET&A Research · 2 September 2026 · 9 min read

Why Investors Are Paying More Attention to Côte d’Ivoire
INSIGHTAfrica & Emerging MarketsInsight

Why Investors Are Paying More Attention to Côte d’Ivoire

Côte d’Ivoire is emerging as one of West Africa’s more compelling investment stories. Strong economic growth, rising foreign investment, better infrastructure and an expanding private sector are changing perceptions of the country. The harder question is whether that momentum can generate enough productive jobs, reduce inequality and survive future political transitions.

ET&A Research · 24 August 2026 · 10 min read