Equity Market Strategy – July 2026
Through July, the wider Nigerian stock market recorded a 57.62% gain, but our stock picks achieved 74.84%. That…
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Monetary Policy Rate (MPR) Update – July 2026
The Central Bank of Nigeria has once again opted to keep interest rates unchanged. While inflation is showing…
Investing Series: Kenya
Kenya is entering H2 2026 with stronger economic fundamentals, improving macroeconomic stability, and renewed…
Nigeria’s Inflation Report – June 2026
Nigeria’s inflation rate eased slightly in June from 15.93% to 15.91%, marking the first slowdown after…
Equity Market Strategy – June 2026
While the broader Nigerian stock market grew by 47.43% through June, our conviction stock picks brought in…
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,…