Posts Tagged ‘outlook

Asset and Resource Management (ARM) Company recently released their report on the performance of the Nigerian economy in 2009 and the outlook for 2010. The Executive summary is below. You can also download the full report after the summary:

<a href=”http://www.fsdhgroup.com”>FSDH</a>, <a href=”http://www.meristemng.com”>Meristem Securities</a>, and <a href=”http://www.leadcapitalng.com”>Lead Capital</a> all released their 2010 Outlook recently. You can download them below.

Dont forget, you can also read the outlooks from the NSE and Afrinvest <a href=”http://www.naijalowa.com/wp-content/plugins/download-monitor/download.php?id=523″>here</a> and <a href=”http://www.naijalowa.com/wp-content/plugins/download-monitor/download.php?id=525″>here</a>.

Below are some very enlightening presentations by BJ Rewane at the Lagos Business School. They were quite thorough and included information on the real estate, oil and gas, and financial sectors. He also provided some analysis of the economic decisions taken by the CBN. Happy Reading!

<a href=”http://www.proshareng.com/admin/upload/reports/FDC-NigeriaReviewandOutlookatLBS,Nov09.pdf”>Monthly Economic News and Views – Nov 09 – by BJ Rewane</a>

Monthly Economic News and Views - October 09 - by BJ Rewane (64) B J Rewane At LBS - Nigeria Economy Outlook for 2010 (439)

FSDH’s 4th Quarter Analysis of the Nigerian Economy is available for download below. The summary is:

You can download Afrinvest’s 2009 economic outlook below. Some of the main points are:
- Major reduction in the pace of growth
- Banking sector appears heading towards a major decline in 2009
- Money market instruments, government securities, and sovereign bonds will receive heavier weightings in investor portfolios
- Greater degrees of diversification into non-Naira based assets as a result of devaluation of the Naira
- Their investment strategy will be to focus on strong companies with fundamentatlly sound competitive positions and revenue profiles, with a high degree of cash revenues, low debt dependence and strong management teams.
- Focus on the consumer market segment, particularly the food and drink businesses
- Accelerated sovereign bond issuance by the FG
- Federal deficit will be greater than current government estimates


About this blog

This blog is dedicated to informing users on the latest business and economic news news from the CBN and Nigerian Stock Exchange. Happy reading!

Photostream