Against a backdrop of evolving global risks and shifting domestic fundamentals, the report examines the key macroeconomic and financial market developments that shaped H1 2026 and explores the themes expected to influence the investment landscape in the second half of the year.
FCMB Group Plc presents a compelling re-rating opportunity supported by strong earnings recovery, improved capital productivity, and valuation discount relative to intrinsic and peer benchmarks.
The Nigerian equities market in 2025 was driven by strong corporate earnings, recapitalization initiatives, and new listings, all of which reinforced investor confidence and market depth.
The recently published Consumer Price Index (CPI) report by the Nigeria Bureau of Statistics (NBS) yesterday shows that the Nigerian headline inflation moderated slightly by 5 basis points to 15.10% year-on-year....
Nigeria's economy is expected to grow by 3.5% and 3.68% (MTF) in 2025, driven by structural reforms, infrastructure investments, and a recovering oil sector.....
Nigeria’s palm oil industry is gaining renewed attention as demand continues to outpace local supply, creating strong fundamentals for the country’s two largest listed producers, Okomu Oil and Presco Plc.
The global economy in the first half of 2025 faced growing pressure from persistent inflation, rising trade disputes, and differing policy decisions across major countries.
Global economic conditions stabilised throughout 2025 following the sharp adjustments of the preceding two years. Growth was supported by front-loaded trade activity, selective fiscal support,
