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Briefings on the Margin
All that glitters is state property
Accra has decided that large-scale mining companies must hand over 30 per cent of their gold production from July. The State-owned Gold Board will pay for these doré gold bars in local cedis, kindly offering a tiny discount of less than one per cent again...
Hek
Electric vehicle awakening: Can Nigeria turn a green commute into hard naira?
Nigeria’s electric vehicle (EV) market is beginning to look less like a climate experiment and more like a serious industrial opportunity. ...
Editor | May 26, 2026
Hek
Nigeria’s insurance recapitalisation: From fragility to capital magnet
Nigeria’s insurance sector has long been christened as the sleepy cousin of Nigeria’s banking. Poor capitalisation of the sector had bred a culture of claim avoidance rather than risk absorption, leaving penetration below 1 per cent of GDP. ...
Editor | May 25, 2026
Hek
The N800 billion question: Has Nigeria’s public purse become a campaign war chest?
Political financing in Nigeria has long resembled a black box.But when the governors of Nigeria’s ruling All Progressives Congress hold a secret night meeting in Abuja, the rest of the country should listen....
Editor | May 25, 2026
YSoT
From Potential to Permanence: Why Nigeria Struggles to Convert Possibility into Performance
…Thought-provoking voices on solutions to Nigeria's developmental challenges! Yaba School of Thought Weekly Digest (Monday - Friday; May 18 –22, 2026)...
Editor | May 22, 2026
MacroFiscal Risk Africa
The Albertine paradox: Uganda’s oily gamble and the reality of an ambition
As Uganda edges towards first oil in late 2026 or 2027, the country stands at a crossroads familiar to many resource-rich developing nations. ...
Editor | May 21, 2026
Hek
Nigeria’s Bad Bank: Is AMCON a vital cure or a chronic affliction?
The Asset Management Corporation of Nigeria (AMCON) was a child of necessity, birthed in 2010 as the defibrillator that would jolt Nigeria’s failing banking system back to life. When the global financial shock of 2008 compounded Nigeria's margin lending, ...
Editor | May 18, 2026
Hek
Dangote’s legal siege pitches monopoly against the market in a Lekki lockdown
Aliko Dangote’s refinery is no longer playing nice as the US$20 billion plant has returned to the courtroom, nearly a year after quietly withdrawing a multi-billion-naira lawsuit against Nigeria’s petroleum regulators....
Editor | May 18, 2026
Hek
Nigeria's ETFs: Gold, glitter, and a regulatory blackout
Gold shines in any currency and in Nigeria's fledgling exchange-traded fund market, it was the only thing that performed consistently between October and December 2025. The New Gold ETF posted a returned of 16.4 per cent in the quarter as it climbed in bo...
Editor | May 18, 2026
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