Investment Fundamentals
How to Read an Income Statement as an Investor
A beginner-friendly guide to understanding revenue, costs, margins and profit—and identifying what actually matters when analysing a company.
ET&A Research · 12 August 2026
Research & Analysis
Insights
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
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Technology & InfrastructureInsight
The Infrastructure Underneath the Internet
The digital economy may feel weightless, but it depends on thousands of kilometres of fibre-optic cable, landing stations and network infrastructure. As cloud computing, AI and geopolitical tensions grow, the physical foundations of the internet are becoming increasingly valuable.
ET&A Research · 12 August 2026
Markets and EconomicsInsight
Why Economic Growth Is Not Creating Enough Jobs in Africa
Africa does not simply need faster economic growth. It needs growth that creates productive businesses, expands formal employment and raises incomes. Too often, GDP is growing without producing enough of the jobs required by the continent’s rapidly expanding workforce.
ET&A Research · 12 August 2026
CompaniesInsight
CoreWeave Q2 2026: Growth Accelerates as AI Demand Continues to Outrun Supply
CoreWeave delivered another quarter of exceptional revenue growth, a rapidly expanding backlog and stronger guidance. But the scale of investment required to support that growth remains equally extraordinary, keeping debt, interest costs and capital expenditure at the centre of the investment debate.
ET&A Research · 12 August 2026
Africa & Emerging MarketsInsight
What Banking Consolidation Means for Kenya’s Financial Sector
Kenya’s banking industry is entering a period of structural change. Higher capital requirements, rising technology costs and increasing interest from pan-African banking groups are likely to leave the country with fewer—but larger and better-capitalised—banks. The result could be a stronger financial system, although greater concentration also creates new questions around competition, SME lending and the influence of foreign capital.
ET&A Research · 12 August 2026
Africa & Emerging MarketsInsight
What Other African Countries Can Learn from Mauritius
Mauritius is small, geographically isolated and relatively resource-poor. Yet it has built one of Africa’s most diversified and institutionally credible economies. The lesson for the rest of the continent is not to copy Mauritius sector by sector, but to understand how consistent policy, openness, diversification and investment in people can compound over decades.
ET&A Research · 12 August 2026
Investment Fundamentals
How to Build an Investment Watchlist
A structured method for tracking companies without buying too early
ET&A Research · 11 August 2026
Markets and EconomicsInsight
Why Consumer Confidence Matters to the Economy
How household expectations influence spending, investment and employment
ET&A Research · 11 August 2026
CompaniesInsight
Diageo: Can Cost Cutting Fix a Demand Problem?
Diageo is becoming leaner just as the global alcohol market is becoming more selective. Cost savings can protect margins, but restoring meaningful growth may require something harder: adapting some of the world’s best-known drinks brands to consumers who are changing what, when and how much they drink.
ET&A Research · 11 August 2026