Research & Analysis

Insights

Institutional-grade research on Nigerian equities, frontier markets, currencies and global macro.

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INSIGHTAfrica & 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 · 10 min read

INSIGHTInvestment Fundamentals

How to Build an Investment Watchlist

A structured method for tracking companies without buying too early

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

INSIGHTMarkets and EconomicsInsight

Why Consumer Confidence Matters to the Economy

How household expectations influence spending, investment and employment

ET&A Research · 11 August 2026 · 8 min read

INSIGHTCompaniesInsight

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 · 8 min read

INSIGHTAfrica & Emerging MarketsInsight

The Investment Case for Nigerian Telecommunications

Nigeria’s telecom sector combines a large and still-expanding subscriber base with accelerating data consumption, improving pricing economics and growing fintech ambitions. Yet the opportunity remains inseparable from heavy capital expenditure, currency exposure, regulation and the challenge of serving a price-sensitive population.

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

INSIGHTCompaniesInsight

Ethiopian Airlines: What Other African Companies Can Learn From Its Operating Model

Ethiopian Airlines’ success is not simply the result of operating aircraft. It reflects a long-term operating system built around internal capability, network scale, disciplined reinvestment and institutional continuity. Its experience offers lessons for African companies seeking to build durable businesses rather than merely achieve short periods of growth.

ET&A Research · 6 August 2026 · 11 min read

INSIGHTCompaniesInsight

Nike: Brand Problem or Execution Problem?

Nike’s difficulties began with flawed distribution, product and organisational decisions. However, the longer the recovery takes, the greater the risk that a temporary execution problem becomes a lasting loss of cultural relevance.

ET&A Research · 6 August 2026 · 12 min read

INSIGHTCompaniesInsight

Nvidia: Can the World’s Most Valuable Chip Company Keep Its Pricing Power?

Nvidia’s exceptional profitability reflects more than a shortage of powerful chips. Its advantage combines leading hardware, networking, software and an ecosystem that allows customers to deploy AI infrastructure quickly. However, competition, custom silicon and the growing bargaining power of its largest customers could gradually make today’s margins more difficult to sustain.

ET&A Research · 6 August 2026 · 10 min read

INSIGHTAfrica & Emerging MarketsInsight

How Morocco Became Africa’s Automotive Manufacturing Leader

Morocco has transformed itself from a relatively small vehicle assembler into one of the world’s most competitive export-oriented automotive hubs. Its success reflects more than low labour costs: it is the result of coordinated industrial policy, world-class logistics, trade access, workforce development and a deliberate effort to build complete manufacturing ecosystems.

ET&A Research · 6 August 2026 · 12 min read