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Nigeria in 2021: Navigating murky waters

Tellimer Research Janet Ogunkoya @ Tellimer Research
Janet Ogunkoya @
Tellimer Research
21 January 2021

Nigeria struggles with Covid second wave and lack of vaccines

Ayobami Omole 19 January 2021

Nigeria Banks: Q4 20 preview – top factors to shape performance

Busola Jeje 18 January 2021

20 best Emerging Market stocks through the pandemic

Rohit Kumar 18 January 2021

Oil: The cheapest oil exporter equity markets

Hasnain Malik 8 January 2021
Latest articles in Nigeria

Nigeria in 2021: Navigating murky waters

Nigeria’s economy, like the rest of the world, has had to struggle through the impact of COVID 19. At the centre of Nigeria’s economic challenges is FX. While investors’ outstanding backlogs have dropped from US$2bn in August to US$600-800mn in Decem...
Tellimer Research Janet Ogunkoya
Janet Ogunkoya @ Tellimer Research 21 January 2021
Nigeria in 2021: Navigating murky waters
Nigeria in 2021: Navigating murky waters

Nigeria struggles with Covid second wave and lack of vaccines

Nigeria struggled with the first Covid wave, but the death count and impact on healthcare was not as bad as seen in other parts of the world, or as expected. Okonjo Iweala, the board chair of the GAVI alliance said that COVAX has been able to secure...
Tellimer Research Ayobami Omole
Ayobami Omole @ Tellimer Research 19 January 2021
Nigeria struggles with Covid second wave and lack of vaccines
Nigeria struggles with Covid second wave and lack of vaccines

9 companies tackling Nigeria’s energy crisis

Although Nigeria has failed to solve its energy crisis (despite the power sector’s privatisation in 2013), various companies are now rising to the challenge providing unique solutions across the value chain. Nigeria received US$203.3mn (according to...
Tellimer Research Ayobami Omole
Ayobami Omole @ Tellimer Research 19 January 2021
9 companies tackling Nigeria’s energy crisis
9 companies tackling Nigeria’s energy crisis

Nigeria Banks: Q4 20 preview – top factors to shape performance

A direct outcome of the Central Bank of Nigeria (CBN)'s expansionary policy actions has been the downward pressure in net interest margins, which will be reflected in Q4 20’s numbers. Bearing the above in mind, and in addition to the regulatory-induc...
Tellimer Research Busola Jeje
Busola Jeje @ Tellimer Research 18 January 2021
Nigeria Banks: Q4 20 preview – top factors to shape performance
Nigeria Banks: Q4 20 preview – top factors to shape performance

20 best Emerging Market stocks through the pandemic

Jumia is known as the Amazon of Africa. Sea’s exponential rise has made it the largest company in ASEAN, a region of 600mn people. We identified Fawry as an EM tech stock to watch in July 2020, when the pre-unicorn company had a market cap of US$735m...
Tellimer Research Rohit Kumar
Rohit Kumar @ Tellimer Research 18 January 2021
20 best Emerging Market stocks through the pandemic
20 best Emerging Market stocks through the pandemic

Oil: The cheapest oil exporter equity markets

Covid-19 second waves, the reliance on Saudi unilaterally shouldering the burden of marginal output restraint, and the fragile nature of Saudi-Russia cooperation tempers our optimism on oil relative to other commodities with secular demand drivers (e...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 8 January 2021
Oil: The cheapest oil exporter equity markets
Oil: The cheapest oil exporter equity markets