Vetiva Research Insights

This blog provides commentary and analysis on economic topics including financial issues, labor economics, inflation, monetary policy, and macroeconomic & socioeconomic developments.


From Cash to Cloud - Nigeria’s Cashless Policy.

It is commonly said that cash is king, and in many ways, this ideology has largely prevailed in Nigeria. (read more)


Riding the Seesaw.

Recently, the Macro Desk of Vetiva Research released its Macroeconomic Outlook for FY’23, titled Riding the Seesaw. (read more)


A Rude Awakening.

Recently, the Macro Desk of Vetiva Research released its Macroeconomic Outlook for H2’22, titled A rude awakening. (read more)


April 2022 World Economic Outlook: The Ugly face of War.

Following the release of the IMF's most recent World Economic Outlook in January, new global developments have necessitated revisions to key indicator performance expectations. (read more)


Russia-Ukraine Tensions - A Sour Patch.

First brothers, sharing the same heritage under the Soviet Union, but after its disintegration in the 1990s, a series of unbrotherly events have taken place between Russia and Ukraine. (read more)


CBN’s e-Invoice: A Step in the Right Direction?

Last month, the Central Bank of Nigeria (CBN) launched the e-Invoice and e-Valuator to replace hard copy invoices used in foreign trade transactions. (read more)


Oil Price Punches above $90 per Barrel; a Win or Lose?

For the first time since 2014, oil prices rose to $90 per barrel. (read more)


A Shot at Dawn.

Recently, the Research Desk of Vetiva Capital Management Limited released its Macroeconomic Outlook for 2022, titled A shot at dawn. (read more)


eNaira: The dawn of a new era?

Months after the Central Bank of Nigeria announced its intention to launch its Central Bank Digital Currency (CBDC) - the eNaira, the CBDC has finally gone live. (read more)



On the Cusp of Recovery.

Recently, the Research Desk of Vetiva Capital Management Limited released its Macroeconomic Outlook for H2’21, titled On the cusp of recovery. (read more)


The Pump Price Dilemma.

It is barely a year since oil prices fell because of the pandemic-induced lockdowns and breakdown in OPEC+ talks. (read more)


Nigeria's Rebasing Exercise: A Bird's Eye View.

Discovering missed output is easier in a storehouse than in an economy. (read more)


African Nations Amid the Scramble for Vaccines.

In what we can regard the most anxious time of the century, the rhetoric has evolved from the outbreak of the pandemic and approval of vaccines to the scramble for vaccines. (read more)


A Break in the Clouds.

Recently, the research desk of Vetiva Capital Management Limited released its Macroeconomic Outlook for 2021, titled A break in the clouds. (read more)


Africa in the Midst of a Trump-Biden Faceoff.

By November 3, the United States of America (USA) will be making a choice between a Trump or Biden presidency. (read more)


Nigeria:
Virus, Protests, and the Economy.

As the media evidence of the murder of a young man got into public space, nation-wide protests erupted, clamouring for the end to police brutality especially by a section of the police force, known as the Special Anti-Robbery Squad (SARS). (read more)


Budget 2021 - An Expansionary Wave.

The COVID-19 pandemic that has persisted through the year, has raised the need to protect people, stabilize demand and stimulate recovery. (read more)


Pandemic Debt:
On the Brink of a Debt Crisis.

As the world copes with the health implications of COVID-19, the turnout of events has resulted into severe implications for the fiscal positions of various emerging and frontier economies. (read more)


Anticipate Inflation Scorches.

The year of the metal rat (i.e. 2020) is clearly not the year for the Nigerian consumer. A cross-current of declining incomes and rising prices implies that there is no robust consumer out there. (read more)


Wielding the Axe on Interest Rates.

With the US Federal Reserve Bank poised to allow inflation moderately above 2%, interest rates in the US could remain low for as long as necessary to enable other economic areas in the US economy, such as the labour market, catch up. (read more)


Nigeria: How (Un)happy are You?

The use of Gross Domestic Product (GDP) as a measure of economic progress has been under fire by welfare economists in recent years as they postulate that GDP figures do not capture the adverse environmental effects of economic processes. (read more)


Nigeria’s Phillips Curve:
Dead or Alive?

The Phillips curve indicates the trade-off between employment and price stability. (read more)


Viral Volatility: How Health Uncertainty is Impacting SSA Market Sentiment.

The world is reeling under the impact of the coronavirus pandemic. Its devastating damage to humans, its influence over our daily interactions, and its economic consequences are all too clear. (read more)


Nigeria’s Macroeconomic Outlook.

The research division of Vetiva Capital Management Limited released its revised economic and market outlook for the 2020 fiscal year, titled “The Viral Shock”. (read more)


Africa’s Future is Plurilateral.

There’s been a paradigm shift in the global world economic order. The third wave of globalization that began in the 1970s is slowly winding down, and the coronavirus pandemic could just be the final nail on the coffin. (read more)


Interest Rates:
A Race to the Bottom? Not Quite.

The same way COVID-19 symptoms are more severe in people with pre-existing health conditions, the resulting economic crisis is equally exposing and worsening financial vulnerabilities that have built up during a decade of extremely low rates and volatility. (read more)


Coping with COVID-19:
How Businesses Can Thrive in Adversity.

The reality of the coronavirus pandemic is upon us and the outbreak is on course to upend business operations, profitability and continuity, inducing a steep recession. (read more)