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Nigeria Weekly Update from Coronation Research

Can we be optimistic about foreign exchange?

As markets resume trading in 2024 the biggest issue is foreign exchange. Are things going to get better or worse?

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Airtel Africa and the Naira/US$ rate
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What is driving the price of Airtel Africa and what does this say about the parallel exchange rate?

Evaluating the January rally and potential selling strategies
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Nigeria Weekly Update from Coronation Research

First thoughts for 2024

Welcome to the New Year. 2023 was an extraordinary year, with general elections bringing an inflection point to markets thanks to a reforming presidential administration.

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Headed for higher rates?
Nigeria Weekly Update from Coronation Research

The impact of the CBN’s directive to banks to sell down part of their net long US dollar positions seemed Read more

How big was the January equity rally?
Nigeria Weekly Update from Coronation Research

How big was the rally in the NGX All-Share Index in January? The correct answer is 35.8%, but there is Read more

Airtel Africa and the Naira/US$ rate
Nigeria Weekly Update from Coronation Research

What is driving the price of Airtel Africa and what does this say about the parallel exchange rate?

Evaluating the January rally and potential selling strategies
Nigeria Weekly Update from Coronation Research

If you make money out of a January rally, should you hang on for the full year, or should you Read more

Nigeria Weekly Update from Coronation Research

Pension funds and equities

In July, we examined the extent to which Nigerian pension funds hold NGX Exchange-listed equities and concluded that they were warming again to stocks.

Related Posts
Headed for higher rates?
Nigeria Weekly Update from Coronation Research

The impact of the CBN’s directive to banks to sell down part of their net long US dollar positions seemed Read more

How big was the January equity rally?
Nigeria Weekly Update from Coronation Research

How big was the rally in the NGX All-Share Index in January? The correct answer is 35.8%, but there is Read more

Airtel Africa and the Naira/US$ rate
Nigeria Weekly Update from Coronation Research

What is driving the price of Airtel Africa and what does this say about the parallel exchange rate?

Evaluating the January rally and potential selling strategies
Nigeria Weekly Update from Coronation Research

If you make money out of a January rally, should you hang on for the full year, or should you Read more

Nigeria Weekly Update from Coronation Research

How to beat the equity market

In many ways, the MEP is an easy portfolio to manage (even if we do pay notional commissions and respect actual market liquidity when making notional trades)

Related Posts
Headed for higher rates?
Nigeria Weekly Update from Coronation Research

The impact of the CBN’s directive to banks to sell down part of their net long US dollar positions seemed Read more

How big was the January equity rally?
Nigeria Weekly Update from Coronation Research

How big was the rally in the NGX All-Share Index in January? The correct answer is 35.8%, but there is Read more

Airtel Africa and the Naira/US$ rate
Nigeria Weekly Update from Coronation Research

What is driving the price of Airtel Africa and what does this say about the parallel exchange rate?

Evaluating the January rally and potential selling strategies
Nigeria Weekly Update from Coronation Research

If you make money out of a January rally, should you hang on for the full year, or should you Read more

Nigeria Weekly Update from Coronation Research

Action on rates

We heard no official announcement that market interest rates would rise, but market interest rates, notably Nigerian Treasury Bill (T-bill) rates, are rising decisively.

Related Posts
Headed for higher rates?
Nigeria Weekly Update from Coronation Research

The impact of the CBN’s directive to banks to sell down part of their net long US dollar positions seemed Read more

How big was the January equity rally?
Nigeria Weekly Update from Coronation Research

How big was the rally in the NGX All-Share Index in January? The correct answer is 35.8%, but there is Read more

Airtel Africa and the Naira/US$ rate
Nigeria Weekly Update from Coronation Research

What is driving the price of Airtel Africa and what does this say about the parallel exchange rate?

Evaluating the January rally and potential selling strategies
Nigeria Weekly Update from Coronation Research

If you make money out of a January rally, should you hang on for the full year, or should you Read more

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