Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
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 · 8 min read
The global economy has become extraordinarily efficient at moving goods, energy and components across borders. The problem is that it may have sacrificed too much resilience in the process.
ET&A Research · 24 July 2026 · 10 min read
The chip and technology market has turned sharply more cautious as high valuations, heavy AI spending and uncertainty over future returns begin to weigh on investor confidence. The sector’s long-term growth story remains intact, but expectations are being reset.
ET&A Research · 24 July 2026 · 8 min read
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 · 8 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
Profit can look strong on paper, but cash flow shows whether a business is actually generating the money needed to operate, invest and survive. For investors, it is often the clearest test of financial health.
ET&A Research · 24 July 2026 · 3 min read
Saving protects money for short-term needs, while investing aims to grow it over time. Understanding the difference helps you decide when to prioritise security and when to pursue long-term returns.
ET&A Research · 24 July 2026 · 3 min read
You do not need millions to begin investing. With ₦100,000, a clear plan and sensible diversification, you can start building a portfolio while learning how markets work.
ET&A Research · 24 July 2026 · 4 min read
Building a portfolio does not need to be complicated. A simple mix of diversified investments can help balance risk, support long-term growth and reduce dependence on any single asset.
ET&A Research · 24 July 2026 · 4 min read