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BlackRock: Becoming More Than an Asset Manager
INSIGHTCompaniesInsight

BlackRock: Becoming More Than an Asset Manager

BlackRock built its dominance by becoming the world’s largest asset manager. Its next phase, however, is increasingly focused on businesses that look very different from traditional fund management. Infrastructure, private credit, data and investment technology could gradually make BlackRock’s earnings less dependent on public markets and significantly change how investors value the company.

ET&A Research · 24 August 2026 · 11 min read

Why Investors Are Paying More Attention to Côte d’Ivoire
INSIGHTAfrica & Emerging MarketsInsight

Why Investors Are Paying More Attention to Côte d’Ivoire

Côte d’Ivoire is emerging as one of West Africa’s more compelling investment stories. Strong economic growth, rising foreign investment, better infrastructure and an expanding private sector are changing perceptions of the country. The harder question is whether that momentum can generate enough productive jobs, reduce inequality and survive future political transitions.

ET&A Research · 24 August 2026 · 10 min read

Botswana Beyond Diamonds: Can the Economy Successfully Diversify?
INSIGHTAfrica & Emerging MarketsInsight

Botswana Beyond Diamonds: Can the Economy Successfully Diversify?

Botswana built one of Africa’s strongest economic success stories on diamonds. But weakening demand, fiscal pressure and stubbornly high unemployment are exposing the limits of that model. The country now faces a more difficult challenge: building new engines of growth before its old one becomes less dependable.

ET&A Research · 19 August 2026 · 10 min read

Why People Make Irrational Financial Decisions
INSIGHTMarkets and Economics

Why People Make Irrational Financial Decisions

Money is often treated as a numbers problem, but many of the most important financial decisions are driven by psychology. Fear, confidence, social pressure and mental shortcuts can influence how people save, spend and invest often in ways that work against their own interests.

ET&A Research · 19 August 2026 · 9 min read

GDP Is Not the Same as Prosperity
INSIGHTMarkets and EconomicsInsight

GDP Is Not the Same as Prosperity

A growing economy can still leave households poorer, public services weaker and opportunity concentrated among a narrow share of the population. GDP matters, but treating it as a complete measure of economic success can create a deeply misleading picture of how well a country is actually doing.

ET&A Research · 19 August 2026 · 9 min read

Dangote Refinery and the Repricing of Nigeria’s Economy
INSIGHTCompaniesInsight

Dangote Refinery and the Repricing of Nigeria’s Economy

Dangote Refinery is often discussed as a solution to Nigeria’s dependence on imported fuel. Its larger significance may be elsewhere: changing where margins are earned, where foreign exchange is spent, how fuel moves around the country and whether Nigeria can finally capture more value from its own hydrocarbons.

ET&A Research · 17 August 2026 · 10 min read

ASML: The Most Important Company Most Investors Cannot Properly Value
INSIGHTCompaniesInsight

ASML: The Most Important Company Most Investors Cannot Properly Value

ASML occupies one of the strongest competitive positions in global industry. Its machines are indispensable to advanced semiconductor manufacturing, yet its exposure to chip investment cycles, geopolitics and rapidly changing technology makes the company considerably harder to value than the word “monopoly” might suggest.

ET&A Research · 17 August 2026 · 10 min read

The DRC Controls Critical Minerals, but Who Captures the Value?
INSIGHTAfrica & Emerging MarketsInsight

The DRC Controls Critical Minerals, but Who Captures the Value?

The Democratic Republic of Congo sits at the centre of the global copper and cobalt supply chains. But possessing the minerals the world needs is very different from capturing the economic value they create.

ET&A Research · 17 August 2026 · 11 min read