ET&A Intelligence
ET&A Intelligence provides bespoke research, market analysis and strategic intelligence to investors, institutions and businesses operating across African and global markets.
What we research
Reach
ET&A combines detailed knowledge of African economies and companies with global investment research capabilities. We connect on-the-ground understanding of frontier and emerging markets with the analytical frameworks used across developed markets — so a single team can research a Lagos-listed bank, a London-listed miner and a global technology supply chain within one coherent view.
African economies
Country, policy and sector intelligence across key markets.
Listed companies
Fundamental and valuation analysis, NGX to global exchanges.
Private markets
Screening and diligence on unlisted companies and deals.
Global context
Macro, rates, currencies and cross-border comparables.
Selected Research Capabilities
Mobile money began as a convenient way to send and receive cash. Today, Africa’s largest telecom operators are moving into lending, savings, insurance and investment products. MTN’s interest in acquiring banking licences raises a bigger question: could the mobile network eventually become more important to African consumer finance than the traditional bank branch?
ET&A Research · 27 August 2026
Nvidia delivered another substantial earnings beat in its fiscal second quarter, with revenue more than doubling year-on-year as demand for AI infrastructure continued to accelerate. Strong Data Center growth, the ramp-up of Vera Rubin and an unusually bullish outlook suggest the AI investment cycle still has considerable room to run, although supply constraints, rising memory costs and China remain important risks.
ET&A Research · 27 August 2026
As AI chips become larger, faster and more memory-intensive, advanced packaging is emerging as a critical performance bottleneck, reshaping semiconductor design, supply chains and the investment opportunity across the industry.
ET&A Research · 25 August 2026
Africa has the labour force, natural resources and increasingly the capital required to build a larger manufacturing economy. But shortages of technicians, engineers, production managers and job-ready industrial workers are becoming a more important constraint on how quickly the continent can industrialise.
ET&A Research · 25 August 2026
A low price-to-earnings ratio does not automatically mean a stock is cheap, just as a high P/E ratio does not automatically mean it is expensive. The ratio only becomes useful when investors understand what the market is pricing into those earnings.
ET&A Research · 24 August 2026
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
Published ET&A research spanning telecoms, banking, manufacturing, energy, infrastructure, automotive, technology, semiconductors, consumer markets and economics — shown to illustrate our analytical range. Commissioned work is confidential.
Every project is scoped and quoted around your specific question — from a single analysis to a multi-part programme.
