Understanding the Impact of Increased Loan Provisioning on your Banking Stocks Portfolio
Our latest report unpacks the fallout from the CBN’s June 2025 directive, spotlighting the balance sheet reset across Nigerian banks, the winners emerging with clean books, and the cautious recovery path ahead. Key Points From Relief to Reliance: How We Got Here When COVID-19 hit in 2020, the Central Bank of Nigeria (CBN) stepped in […]
Nigeria Seeks Relief in $5B Aramco Deal
Our latest report analyzes Nigeria’s proposed $5 billion oil-backed loan with Aramco, highlighting the liquidity boost it offers, the strain of rising crude commitments, and the broader fiscal risks tied to price volatility and output shortfalls. Key Points The Promise of Oil-Backed Liquidity In November 2024, Nigeria entered formal negotiations with Saudi Aramco for a […]
Nigeria’s New Tax Reform Bill- Review
Our latest report analyzes Nigeria’s 2025 Tax Reform Bill, outlining key shifts in corporate tax, digital compliance, and VAT redistribution while unpacking what this means for investors navigating sector opportunities and fiscal realignment. Key Points What Changed, Why It Matters, and How Investors Should Respond In May 2025, Nigeria passed the Nigeria Tax Bill a […]
Nigeria First: Tinubu’s Executive Order Review
Our latest report breaks down the new local content directive under Tinubu’s administration, exploring its potential to reshape public procurement, revive domestic industry, and avoid the pitfalls of past protectionist policies. Key Points New Era of Local Content and Industrial Rebirth In a defining policy shift, President Bola Ahmed Tinubu has introduced the “Renewed Hope: […]
Burkina Faso and the Erosion of French Power
Understand the power shifts redefining West Africa. Our latest report unpacks Burkina Faso’s pivot from France to Russia, rising regional tensions, and what it all means for Nigeria’s leadership and ECOWAS’s future. Discussion Points From Revolution to Realignment: Burkina Faso’s New Order Since seizing power in 2022, Captain Ibrahim Traoré has solidified Burkina Faso’s military […]
Navigating Tariffs and Turbulence
Get ahead of market shifts with our Q2 2025 Market Outlook. Analyze US-China trade war effects, asset volatility, and top investment strategies for navigating uncertainty. Discussion Points Trade Wars and the Burden of Deficits Global trade is entering a new era where tariffs act as geopolitical tools. On April 2, 2025, the U.S. imposed a […]