Happy Monday morning, everyone!
The market has been open for about an hour, and while the ASI at 198,407 is tempting us toward the 'Attack' phase, I’m looking at the NBS Inflation Report due out today.
If the prediction of 14.12% inflation holds true, we are entering a very rare economic window in Nigeria:
• Inflation: ~14.1%
• Money Market Yields: ~22%
• Equities (YTD): 27.5%
For the first time in years, a 'Stoic' investor in Nigeria isn't just preserving wealth; they are actually gaining 'Real Purchasing Power' of about 7-10% purely by sitting in low-risk instruments.
My Monday Spark for the forum:
1. If today’s inflation data comes in lower than 15%, does that change your 'Monday Buy'? Are you moving from Fixed Income (Defense) into Consumer Goods like BUA Foods (Offense)?
2. With the Naira holding firm at ₦1,388 this morning, are you still 'Hedging in Dollars,' or are you starting to believe the Naira-based yield is the better play for the rest of H1?
3. The March 31st Deadline: Only 15 days left for the banks! Are you betting on a 'Recapitalization Rally' this afternoon, or are you waiting for the final NBS numbers before you click 'Buy'?
Personally, I’m holding my Zenith and MTNN units tight. In 2026, the 'Algebra' is simple: stay where the yield is higher than the inflation. ️
What’s your move at the mid-day break?"
The market has been open for about an hour, and while the ASI at 198,407 is tempting us toward the 'Attack' phase, I’m looking at the NBS Inflation Report due out today.
If the prediction of 14.12% inflation holds true, we are entering a very rare economic window in Nigeria:
• Inflation: ~14.1%
• Money Market Yields: ~22%
• Equities (YTD): 27.5%
For the first time in years, a 'Stoic' investor in Nigeria isn't just preserving wealth; they are actually gaining 'Real Purchasing Power' of about 7-10% purely by sitting in low-risk instruments.
My Monday Spark for the forum:
1. If today’s inflation data comes in lower than 15%, does that change your 'Monday Buy'? Are you moving from Fixed Income (Defense) into Consumer Goods like BUA Foods (Offense)?
2. With the Naira holding firm at ₦1,388 this morning, are you still 'Hedging in Dollars,' or are you starting to believe the Naira-based yield is the better play for the rest of H1?
3. The March 31st Deadline: Only 15 days left for the banks! Are you betting on a 'Recapitalization Rally' this afternoon, or are you waiting for the final NBS numbers before you click 'Buy'?
Personally, I’m holding my Zenith and MTNN units tight. In 2026, the 'Algebra' is simple: stay where the yield is higher than the inflation. ️
What’s your move at the mid-day break?"
