Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
UK inflation, Federal Reserve minutes, major US retail earnings and fresh economic data from China will give investors plenty to assess in the week ahead.
ET&A Research · 16 August 2026 · 5 min read
Coca-Cola has spent much of the post-pandemic period demonstrating exceptional pricing power, raising prices while preserving demand and expanding revenue. But as inflation normalises and consumers become more price-sensitive, the next phase of the investment case may depend less on charging more and more on selling more.
ET&A Research · 16 August 2026 · 9 min read
After years of spending on chips, data centres and software, there are early signs that artificial intelligence is beginning to influence economic activity beyond the technology sector. The UK’s latest growth figures offer an interesting glimpse of what that transition could look like.
ET&A Research · 13 August 2026 · 8 min read
Nigeria does not simply have a shortage of work. It has a shortage of productive work. Looking beyond the headline unemployment rate reveals an economy dominated by informal employment, self-employment, underemployment and jobs that often generate too little income to materially improve living standards.
ET&A Research · 12 August 2026 · 9 min read
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 · 11 min read
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 · 8 min read
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 · 12 min read
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 · 7 min read
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 · 11 min read