Janet Ogunkoya

Tellimer Research

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.

Janet Ogunkoya
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Latest articles from Janet Ogunkoya
Global Themes / Global

West Africa’s single currency: The value is in the journey, not the destination

In September 2020, the Economic Community of West African States (ECOWAS) agreed to postpone the adoption of its single currency “eco”, from 2020 to an undetermined future date. As it stands, it remains unclear when the eco’s adoption will finally se...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 24 November 2020
West Africa’s single currency: The value is in the journey, not the destination
West Africa’s single currency: The value is in the journey, not the destination
Flash Report / Nigeria

Nigeria: A recession, deepening FX woes and expectations for MPC

Nigeria continues to feel the effects of Covid as the economy contracted for a second consecutive quarter – by 3.62% yoy – in Q3 20. The oil sector recorded a steeper contraction of 13.9% yoy, compared to the previous quarter of -6.6% yoy, owing to l...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 23 November 2020
Nigeria: A recession, deepening FX woes and expectations for MPC
Nigeria: A recession, deepening FX woes and expectations for MPC
Flash Report / Nigeria

In Nigeria low yields are becoming the new normal, while FX woes remain

Recently, the Central Bank of Nigeria (CBN) held the treasury bills auction (mostly for locals), with rates across all tenors dropping below 1%, the lowest level seen since 2001. Accumulate funds in a savings account at 0.115% (at 1% of MPR). Simply...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 2 November 2020
Nigeria: Low yields are becoming the new normal, while FX woes remain
Nigeria: Low yields are becoming the new normal, while FX woes remain
Flash Report / Nigeria

Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat

The ENDSARS protest in Nigeria has escalated quite quickly over the past two weeks with several killings across the country. Things are unlikely to remain the same after this. The risks are likely tended more to the downside from this point. This is...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 October 2020
Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat
Nigeria: #EndSARS risk spreads to lockdown and Niger Delta oil threat
Macro Analysis / Nigeria

Nigeria's power sector crisis

Nigeria privatised its power sector in November 2013, but not much has improved since. This results in only 69% collections by the distribution companies (or DISCOs) leading to underpayments to the state-owned Nigerian Bulk Electricity Trading (NBET)...
Tellimer Research Vahaj Ahmed
Vahaj Ahmed @ Tellimer Research 13 October 2020
Nigeria's power sector crisis in six charts
Nigeria's power sector crisis in six charts
Macro Analysis / Global

Nigeria budget: Eurobond unlikely despite record-high fiscal deficit

President Buhari presented the 2021 budget to the National Assembly yesterday, with the aim of ensuring approval before the end of the year, as happened with the 2020 budget (which passed in December 2019). Prior to last year, budget approval was oft...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 9 October 2020
Nigeria budget: Eurobond unlikely despite record-high fiscal deficit
Nigeria budget: Eurobond unlikely despite record-high fiscal deficit

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Janet Ogunkoya
Equity
Nigeria
Sub Sahara Africa
Fixed Income - Sovereign
Macro
Macro-strategy
2020
Africa
Busola Jeje
Fixed Income - Corporate
Ghana
Senegal
Benin

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