Nigeria’s banking sector just crossed a significant threshold.
After completing the CBN’s recapitalization exercise, banks are entering the second half of 2026 better capitalised than they have been in years. But the environment is still demanding. Inflation has eased to 15.93% and the CBN is holding the MPR at 26.5%, keeping liquidity tight.
The windfall gains from foreign exchange revaluations that boosted earnings in recent years are fading. What remains is execution and that is where the real investment story lives in H2 2026.
Our Research has mapped out where the opportunities are in its H2 2026 Banking Sector Outlook Report
Get the full report below.
