Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
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 · 6 min read
An investable startup needs more than a strong idea. It must combine a clear market opportunity, a credible team, a scalable business model and a realistic path to returns.
ET&A Research · 24 July 2026 · 6 min read
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 · 5 min read
A pitch deck can reveal as much through what it avoids as what it includes. From unrealistic forecasts to unclear business models, certain warning signs can expose deeper weaknesses in an investment opportunity.
ET&A Research · 24 July 2026 · 6 min read
Private equity and venture capital both invest in businesses, but they operate at very different stages and pursue different types of growth. Understanding the distinction helps explain how investors create value, manage risk and generate returns.
ET&A Research · 24 July 2026 · 4 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
Margins show how much of a company’s revenue is left after covering its costs. Learning to read them helps investors understand profitability, efficiency and the quality of a business.
ET&A Research · 24 July 2026 · 3 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