Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
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 · 10 min read
Amazon may be best known as an online retailer, but its real value increasingly lies in the infrastructure behind it. AWS, advertising and logistics are turning the company into a critical platform for global commerce and the digital economy.
ET&A Research · 28 July 2026 · 9 min read
Meta is spending aggressively to close the gap in artificial intelligence, but capital alone may not be enough. The real question is whether its investment can translate into genuine leadership, stronger products and durable returns.
ET&A Research · 24 July 2026 · 7 min read
Tesla remains one of the market’s most divisive companies, with its valuation shaped as much by future ambitions as current performance. The bull case sees a technology platform in the making; the bear case sees a carmaker priced for perfection.
ET&A Research · 24 July 2026 · 8 min read
Microsoft has emerged as one of the clearest beneficiaries of the AI boom, but the real question is whether AI can become a durable new growth engine—or simply strengthen the company’s existing businesses.
ET&A Research · 24 July 2026 · 5 min read
Apple remains one of the world’s most profitable companies, but its next phase of growth is becoming harder to define. The challenge is no longer whether Apple can keep earning, but whether it can create the next major product or platform to break through its current ceiling.
ET&A Research · 24 July 2026 · 5 min read