Research & Analysis
Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.
Inflation gradually reduces the purchasing power of money, meaning the same amount buys fewer goods and services over time. Understanding why prices rise can help you protect your savings and make better financial decisions.
ET&A Research · 24 July 2026
For many young people, the traditional milestones of adulthood have not disappeared—they have simply moved further out of reach.
ET&A Research · 24 July 2026
Markets often react less to the crisis itself than to what investors expect will happen next. Hopes of a ceasefire, policy support or lower future prices can outweigh the immediate uncertainty.
ET&A Research · 24 July 2026
The same increase in the oil price can strengthen one African government’s finances while simultaneously weakening another’s currency, raising its inflation and increasing the cost of living.
ET&A Research · 24 July 2026
Higher oil prices should ordinarily be good news for Nigeria. However, limited production headroom, unreliable state-owned refineries and rising domestic fuel costs mean the country may capture only part of the opportunity.
ET&A Research · 24 July 2026
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
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
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
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
