Equity Market Strategy – June 2026
While the broader Nigerian stock market grew by 47.43% through June, our conviction stock picks brought in…
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H2 2026 Oil & Gas Sector Outlook
Global oil markets are stabilizing, but uncertainty remains. At the same time, Nigeria’s oil and gas…
H2 2026 Telecommunications Sector Outlook Report
Over the first half of 2026, investing in Nigeria’s phone companies felt like a rollercoaster ride because they…
H2 2026 Consumer Goods Outlook
Nigeria’s consumer goods sector is entering a new phase. As inflationary pressures begin to ease, the…
H2 2026 Banking Sector Outlook Report
Nigeria’s banking sector just crossed a significant threshold. After completing the CBN’s…
Nigeria’s Economy in H2 2026
The economy faced real pressures in the first half of the year, from high diesel costs to power grid failures,…
Equity Market Strategy – May 2026
While the NGX All-Share Index returned 60.9% year-to-date through May 2026, our 2026 conviction stocks portfolio…
Monetary Policy Rate Update – May 2026
At its 305th meeting, the Central Bank of Nigeria’s Monetary Policy Committee retained the Monetary Policy Rate…
Nigeria Inflation Report – April 2026
Nigeria’s headline inflation rate rose to 15.69% in April 2026, showing that prices across the economy remain…