Finance & Economy
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CBN Pauses Rate Cuts, Holds MPR at 26.5% as MPC Waits on Inflation Path
In a clear pivot from its easing stance earlier this year, the Central Bank of Nigeria’s Monetary Policy Committee chose…
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Bola Tinubu’s Economic Pragmatism: What the Numbers Show Since May 2023
When President Bola Tinubu declared “subsidy is gone” on inauguration day, it marked the start of a deliberate shift from…
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FCMB Group: A Value Trap in a Value Stock’s Clothing?
FCMB Group Plc checks every box for a classic value investor: low multiples, strong earnings growth, and a reliable dividend.…
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Sterling Bank: Bigger Balance Sheet, Thinner Margins
Sterling Bank’s latest quarter highlights a familiar tension for mid-tier Nigerian lenders: stronger capital and robust headline earnings sit alongside…
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Nigeria’s First S&P Upgrade Since 2012: A Credibility Signal Now Faces the Execution Test
On 15 May 2026 S&P Global Ratings raised Nigeria’s long-term foreign and local-currency sovereign credit ratings to ‘B’ from ‘B-’,…
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Deficits, Debt and Economic Literacy: Reading Tanimu Yakubu’s Defense of Fiscal Intervention
Tanimu Yakubu’s piece reads less like a budget briefing and more like a lecture on economic literacy aimed at Nigeria’s…
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FirstHoldCo’s N1 Trillion Bet: From Capital Compliance to Credibility Test
FirstHoldCo is asking shareholders to approve a N253.1bn capital raise at its AGM on May 29, 2026, with the aim…
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UBA’s FUGAZ Position: A Laggard in a Market Re-rating
As of May 13, 2026, the FUGAZ group is telling two very different stories. Zenith, GTCO, and First HoldCo are…
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Stock Recommendation for the Week of May 11, 2026
This week’s analyst revisions across Nigerian equities suggest a market in the midst of recalibration rather than on the verge…
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45% Revenue Growth, 13% Profit Drop: Fidelity’s 2025 Paradox
Fidelity Bank’s 2025 financials tell a familiar Nigerian banking story: the top line roared, but the bottom line got clipped…
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