Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
Distributed solar, battery storage, mini-grids and mobile payments could allow Africa to build a more flexible energy system without waiting for the continent-wide expansion of conventional electricity networks.
ET&A Research · 28 July 2026 · 12 min read
Payments built Africa’s fintech industry by solving one of the continent’s most visible financial problems. The next generation of winners, however, will need to use that foundation to provide credit, savings, insurance and the broader financial infrastructure that households and businesses still lack.
ET&A Research · 28 July 2026 · 9 min read
Share prices are driven not just by company performance, but by expectations, valuation, interest rates, sentiment and the balance between buyers and sellers. Understanding these forces explains why good news can send a stock lower, and why weak results can sometimes push it higher.
ET&A Research · 28 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
Inflation gradually reduces the purchasing power of money, meaning the same amount buys fewer goods and services over time. Understanding why prices rise can help you protect your savings and make better financial decisions.
ET&A Research · 24 July 2026 · 6 min read
For many young people, the traditional milestones of adulthood have not disappeared—they have simply moved further out of reach.
ET&A Research · 24 July 2026 · 9 min read
Markets often react less to the crisis itself than to what investors expect will happen next. Hopes of a ceasefire, policy support or lower future prices can outweigh the immediate uncertainty.
ET&A Research · 24 July 2026 · 8 min read
The same increase in the oil price can strengthen one African government’s finances while simultaneously weakening another’s currency, raising its inflation and increasing the cost of living.
ET&A Research · 24 July 2026 · 9 min read
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 · 8 min read