The archive
Analysis
Everything this desk has published, newest first.
CBN says MPR reset due to disconnect with market rates
The CBN reset its MPR from 26.5% to 23%, its biggest cut since 2006, to close a gap with actual market lending rates.
CBN 350bps MPR cut to drive equities demand as investors rotate from fixed income
The CBN's record 350bps rate cut to 23% is set to push investors from fixed income into equities — here's what's driving the shift and what to watch.
Bank stocks fuel NGX surge as market cap hits N162.68 trillion
Bank stocks drove the NGX to a record N162.68 trillion, as Nigeria's frontier market return fueled foreign investor interest.
NMDPRA approves fresh petrol import permits despite rising Dangote output
: NMDPRA has approved 830,000 tonnes of Q4 petrol imports even as Dangote Refinery fights to void such permits in court — here's what's at stake.
Dangote Refinery shares could hit N1,500 in months, say analysts
Access Bank redeemed its $500 million Eurobond at maturity from internal liquidity, without refinancing — a signal of balance sheet strength.
Julius Berger, subsidiaries display broad range of construction solutions at Big 5 Expo
Julius Berger Nigeria Plc and its subsidiaries are showcasing aluminium, glass, precast concrete, design engineering and facility management solutions at the Big 5 Construct Nigeria Expo in Lagos.
CBN slashes rate in record cut as benchmark catches up with market
Nigeria’s central bank surprised markets with a 350-basis-point rate cut to 23%, framing the move as a recalibration to restore policy transmission after the benchmark had drifted above actual money-market rates.
MPC faces interest rate dilemma as oil jumps, inflation cools
Nigeria's MPC faces a tough call: cut rates on cooling inflation, or hold amid a renewed global oil price shock.
CBN: Nigeria’s FX supply rises 20.5% to $8.94 billion in 2025
Nigeria's FX supply climbed 20.5% to $8.94 billion in 2025, CBN data show, though demand for dollars rose even faster.
Dangote sets 2028 IPO for fertiliser business, targets world’s largest status
Dangote Fertiliser will IPO in 2028, targeting status as the world's largest producer after a 12-million-tonne urea expansion.
AMD crosses $1 trillion market cap as AI rally lifts shares
AMD joined the $1 trillion club as AI chip demand surged — a milestone with real implications for Africa's growing data center investment.
Q&A: Sandvik Australia’s Craig Johnston on the technologies reshaping mining
Sandvik's automation and electrification push offers lessons for African mining, where technology adoption already shapes export revenue and jobs.