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Janet Ogunkoya
Senior Research Analyst @ Tellimer Research
Janet covers some of the key names in the Africa consumer and industrials space. She is an accounting graduate of Redeemers University and previously worked at ARM Securities, where she was responsible for coverage of industrials and upstream oil and gas, and at Cordros Capital, where she covered banks.
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Latest from Janet Ogunkoya
West Africa in Focus /
Nigeria
Nigeria's government is running on borrowed funds from its central bank
Nigeria's upstream oil and gas regulator rescinds the president's approval of Exxon Mobil's share sale. Nigeria's CBN increasing funding to the government is risky for the naira and bad news for local investors. Ghana has the strongest passport in We...
Ayobami Omole @ Tellimer Research 11 August 2022
West Africa in Focus /
Global
Africa's impressive foreign investment growth is in jeopardy
In Cote d'Ivoire, new oil and gas discoveries made by oil major Eni, which increases the company's reserves by 25%, could lead to more investments in the country's growing hydrocarbon industry. The likes of Total and Tullow Oil already have stakes in...
Janet Ogunkoya @ Tellimer Research 4 August 2022
West Africa in Focus /
Global
The struggles of West African giants Nigeria and Ghana continue to mount
In Nigeria, the federal government spending 119% of actual revenue on debt service has raised debt sustainability concerns, while the naira has been in freefall in the parallel market. We have previously highlighted that Nigeria's debt service proble...
Ayobami Omole @ Tellimer Research 28 July 2022
Nigeria: The factors driving the Naira’s collapse on the parallel market
The naira (NGN) has been in freefall in recent weeks in the parallel market. With Nigeria also locked out of the external debt market, this means that the CBN will continue to monetise the bulk of the deficit via “Ways & Means” advances, which reache...
Patrick Curran @ Tellimer Research 28 July 2022
West Africa in Focus /
Global
Nigeria solar sees VC rush as energy crunch shines a light on renewables
Staying with energy issues, we look at Senegal and Guinea’s rush to explore oil and gas resources and how it relates to the green economy. In Nigeria's equity market local yields are rising, the Naira is at a record low vs the USD in parallel markets...
Janet Ogunkoya @ Tellimer Research 21 July 2022
Weekend Reading /
Global
Africa's oil producers will miss out on the Russian sanctions opportunity
Africa is one of the largest supplying regions of oil to the EU, after Europe's own suppliers, such as Norway, and Russia. But do they have the capacity to meet this urgent demand? The answer, unfortunately, is probably no, for three key reasons. Lea...
Janet Ogunkoya @ Tellimer Research 16 July 2022
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Janet Ogunkoya
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Ayobami Omole
