Nigeria’s August PMI:Private Sector Recovery Gains Momentum, but Industry Still Lags
Summary Nigeria’s recovery is starting to look more credible, but until we see a clear uptick in industrial demand, the economy still hasn’t managed to transform macroeconomic stabilization into a broad-based cycle of stronger corporate earnings and improved living standards for the man on the street. Where We’re Coming From Nigeria’s private-sector activity strengthened further […]
Nigeria’s July PMI: Demand Recovers, but Industry Remains the Missing Link
Summary: Nigeria’s private-sector activity strengthened in July, with the Composite Purchasing Managers’ Index (PMI) rising to 51.1 from 50.1 in June, marking a second consecutive month of expansion. More importantly, the improvement was underpinned by stronger demand, as New Orders rose to 50.8 from 49.0 and Output increased to 51.8 from 50.5. The recovery, however, […]
Looking Beyond the War
Discussion Point: Wars create short-term uncertainty and volatility, but history shows that the real investment opportunity lies in the policy response particularly how energy shocks force structural reforms, infrastructure spending, and sector rotation. War always dominates the headlines. It shapes global policy and forces volatility into every chart we watch. But if you’ve spent enough […]
TACO Tuesday for Trade Policy
Our latest report breaks down the legal challenges to Trump’s tariffs and what they could mean for U.S. trade policy, global markets, and investors. Key Points Trump’s Tariffs Under Fire: Legal Setback and the Rise of “Taco” In April 2025, Donald Trump announced the “Liberation Day” tariffs broad import duties starting at 10%, rising higher […]
Q2 2025 Market Outlook: US-China Trade War, Investment Strategy & Safe Haven Assets
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 Key points to consider in our Q2 2025 Market Outlook: • U.S has exempted China from the 90-day tariff pause, placing a 145% tariff on Chinese imports.• China […]