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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...
YSoT
Fragmented Systems, Shared Consequences: Rebuilding Governance from Supply Chains to Social Contracts
…Thought-provoking voices on solutions to Nigeria's developmental challenges! Yaba School of Thought Weekly Digest (Monday - Friday; May 11 –15, 2026)...
Editor | May 15, 2026
MacroFiscal Risk Africa
The hinges of Yaoundé: Why Central Africa’s economic engine needs a retune
Cameroon is no longer just managing volatility; it is negotiating a reckoning between oil-era fiscal habits and the hard arithmetic of a diversified future. ...
Editor | May 14, 2026
Hek
Dangote Cement’s London shift tests valuation gap
When Aliko Dangote talks, Nigeria’s capital markets listen. His decision to revive a London listing for Africa’s largest cement producer, Dangote Cement, is more than just a corporate finance exercise; it is a referendum on how global capital prices Afric...
Editor | May 11, 2026
Hek
Airtel Africa rides data and currency swing to earnings surge
The volatile world of frontier market telecommunications and currency swings often dictate the narrative more than actual calling minutes. For Airtel Africa, the 2026 fiscal year (FY2026) proved to be a masterclass in navigating these headwinds. ...
Editor | May 11, 2026
Hek
The great NGX leak: Why Lagos is losing its unicorns
When OPay heightened intent for a potential US initial public offering (IPO) last week, hiring Citigroup, Deutsche Bank and JPMorgan, it was victory for Nigerian fintech, but crimination of its local capital markets....
Editor | May 11, 2026
YSoT
Nigeria’s problem is not systems, but system alignment
Thought-provoking voices on solutions to Nigeria's developmental challenges!...
Editor | May 08, 2026
Hek
NGX’s quest for JSE’s depth and the liquidity mirage
The Johannesburg Stock Exchange (JSE) stands as Africa’s undisputed financial powerhouse, with a market capitalisation exceeding US$1.4 trillion. It dwarfs the Nigerian Exchange (NGX) that recently crossed the symbolic N100 trillion (c.US$70 billion) mark...
Editor | May 06, 2026
Hek
MTN Nigeria’s data juggernaut: Analysts optimism
MTN Nigeria Communications Plc has delivered a spectacular start to 2026, posting a pre-tax profit of N546.42 billion in the first quarter (Q1) with a staggering 169.6 per cent year-on-year spike....
Editor | May 06, 2026
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