The spotlight in Nigeria is firmly on the 2023 presidential election, which is framing how most of the government’s policies are set, as officials seek votes ahead of February.
A good example is the government’s decision to halt the removal of oil subsidies, contrary to provisions in the recently passed petroleum law and to the fiscal budget provisions for the year.
In this 23-page slide pack for Tellimer Insights subscribers (click on the "Download report" button), we highlight:
Our views and outlook on the Nigerian economy (growth, FX, debt sustainability, etc.),
Our fixed income and equity outlook and recommendations,
A briefing on 2023 elections; and
The key trends to watch in our equity coverage, along with our top stock picks this season.