Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
Higher oil prices should ordinarily be good news for Nigeria. However, limited production headroom, unreliable state-owned refineries and rising domestic fuel costs mean the country may capture only part of the opportunity.
ET&A Research · 24 July 2026
Nigeria’s high interest rates are helping to contain inflation and support the naira, but they also make borrowing increasingly expensive for businesses and households. The question is whether 26.5% can restore economic stability without placing too much pressure on growth.
ET&A Research · 24 July 2026
The most compelling Nigerian investment opportunity may not be the economy that already exists on paper, but the gradual conversion of informal demand into structured, measurable and scalable businesses.
ET&A Research · 24 July 2026
Nigeria’s most important businesses often need more time, capital and support than traditional investors are willing to provide. Patient capital can help promising companies survive early challenges, scale sustainably and create lasting economic value.
ET&A Research · 24 July 2026
Nigeria’s transport market is large, fuel-dependent and increasingly expensive to operate. Electric mobility offers a compelling opportunity to reduce costs, improve urban transport and build a new domestic clean-energy industry.
ET&A Research · 24 July 2026
