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 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...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 11 August 2022
Nigeria's government is running on borrowed funds from its central bank
Nigeria's government is running on borrowed funds from its central bank
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...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 4 August 2022
Africa's impressive foreign investment growth is in jeopardy
Africa's impressive foreign investment growth is in jeopardy
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...
Tellimer Research Ayobami
Ayobami Omole @ Tellimer Research 28 July 2022
The struggles of West African giants Nigeria and Ghana continue to mount
The struggles of West African giants Nigeria and Ghana continue to mount

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...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 28 July 2022
Nigeria: The factors driving the Naira’s collapse on the parallel market
Nigeria: The factors driving the Naira’s collapse on the parallel market
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...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 21 July 2022
Nigeria solar sees VC rush as energy crunch shines a light on renewables
Nigeria solar sees VC rush as energy crunch shines a light on renewables
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...
Tellimer Research Janet
Janet Ogunkoya @ Tellimer Research 16 July 2022
Africa's oil producers will miss out on the Russian sanctions opportunity
Africa's oil producers will miss out on the Russian sanctions opportunity

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Janet Ogunkoya
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Ayobami Omole