Very detailed. One of the most detailed analysis of inflarion for March 2024 rate you can find.
@AyodejiEbo2 ай бұрын
Thank you so much
@tolufasanya33972 ай бұрын
Well detailed analysis on the current state if the Nigerian fixed income market and how to take advantage.
@AyodejiEbo2 ай бұрын
thank you for the great feedback
@akintoyeoyelakun77482 ай бұрын
What is your view on the sustainability of the stellar performance observed in the banking sector?
@AyodejiEbo2 ай бұрын
I think the performance of the banks will moderate in the 2nd quarter given the appreciation in the naira. if this appreciation is sustained, it means instead of FX gains, we may see FX losses based on mark to market. Also the expected recapitalization of the banks through public offer will have negative impact on prices given the increase in share prices. Remember, high interest rate will also have negative impact on stock market.
@GloryGlory-jq8jq3 ай бұрын
I like this
@AyodejiEbo2 ай бұрын
thank you
@tolufasanya33974 ай бұрын
This is well explained and detailed. You can repeat this like two or three times to capture all the explanation.
@AyodejiEbo4 ай бұрын
Thank you so much Ma 🙏🏽
@akintoyeoyelakun77484 ай бұрын
Very useful, sir.
@AyodejiEbo4 ай бұрын
Glad to hear that. Thank you
@mercyoluwasemilore26394 ай бұрын
Thank you for always sharing
@AyodejiEbo4 ай бұрын
My pleasure
@tolufasanya33975 ай бұрын
Excellent analysis
@AyodejiEbo5 ай бұрын
Thank you Tolu
@imitex59845 ай бұрын
Thanks for this video, I’m a teen learning
@AyodejiEbo2 ай бұрын
Great to know this was helpful. thanks for the feedback
@toyeoye72685 ай бұрын
Always a pleasure to watch
@AyodejiEbo5 ай бұрын
Thank you sir
@dwillng6 ай бұрын
👍
@dwillng6 ай бұрын
👍
@mtra58127 ай бұрын
lol?
@oreoluwaodetunde22028 ай бұрын
Very insightful podcast
@AyodejiEbo8 ай бұрын
Glad you enjoyed it! Thank you Ore
@habeebmobolaji_9 ай бұрын
Thanks for this. What proportion of imports are oil and oil related products? This wasn’t broken down.
@habeebmobolaji_9 ай бұрын
I know for exports, it’s about 90.1% based on the presentation
@habeebmobolaji_9 ай бұрын
Lastly, can we discuss the cost per unit (in any unit) of oil related export vs import. This is to help determine the price difference
@AyodejiEbo9 ай бұрын
Thank you for listening and your question. Oil related products accounts for 41% of total import in Q2:2023. Thank you
@ajanitobi956610 ай бұрын
Thank you my Mentor @Ayo
@AyodejiEbo10 ай бұрын
You are welcome sir 🙏🏽
@muritalaakande6911 ай бұрын
This is interesting
@BosedeKuppy Жыл бұрын
Quite educative. Thank you
@AyodejiEbo Жыл бұрын
Thank you
@francisdavid3972 Жыл бұрын
Very educative ,, thank you for the information
@eniolaolatunji3042 Жыл бұрын
What is the effect on existing loans
@eniolaolatunji3042 Жыл бұрын
Great analysis
@bamideleOyinloye-bp9si Жыл бұрын
Thanks for sharing. However, Banks continued to perform YoY, but the economy and businesses they supposed to support are dragging. How do we reconcile these two extreme positions?
@francisdavid3972 Жыл бұрын
Wow, in site… on agriculture… something is fishy… agriculture still holds a major percentage In economic activity/growth but nothing is said upon
@tolufasanya3397 Жыл бұрын
The demonetization of the naira is already causing chaos and insecurity. The solution is to have dollar denominated assets. Thank you for this.
@johnmadayese6735 Жыл бұрын
Insightful
@akintoyeoyelakun7748 Жыл бұрын
Very insightful. However, this sustained high debt, where is it going to lead?
@kayode-alliabiodun7119 Жыл бұрын
Good morning. The 2022 Finance Bill is yet to be signed by the President
@AyodejiEbo Жыл бұрын
It was signed alongside with the 2023 budget
@obinnauba1076 Жыл бұрын
By Turnover, do you mean Profit or Revenue ?
@AyodejiEbo Жыл бұрын
Revenue
@johnmadayese6735 Жыл бұрын
Well done oga mi. Happy New Year Sir!
@AyodejiEbo Жыл бұрын
Thank God! Happy new Year Bro.
@olugbengaezekiel8468 Жыл бұрын
Very informative, nice one 👏🏾
@omo-obiufuoma3370 Жыл бұрын
Thanks and well done 👏 ✔ author of this piece!
@AyodejiEbo Жыл бұрын
Thank you for the positive feedback
@tolufasanya3397 Жыл бұрын
A lot of startups are facing some regulatory constraint and this Act should help them id strictly implemented. High licensing fee is killing startups and giving them bad reputation.
@AyodejiEbo Жыл бұрын
Great comment Tolu. Very apt
@MaryOIbironke Жыл бұрын
It is quite worrisome how fast inflation is rising with no solution on the horizon
@ijagbemibola8797 Жыл бұрын
Very insightful. Thank you Mr. Ebo
@akintoyeoyelakun7748 Жыл бұрын
Very detailed
@AyodejiEbo Жыл бұрын
Thank you Bros
@marialeonorcobo8962 Жыл бұрын
Excellent video. 100/100 👏🏼
@AyodejiEbo Жыл бұрын
thank you so much
@dorisupeters3498 Жыл бұрын
Thank you Nancy and Ayo!
@dunggwomezekiel7099 Жыл бұрын
Always brilliant..
@katherinefrancis2684 Жыл бұрын
𝐩яⓞ𝓂𝓞Ş𝐦
@matthewadegbile5838 Жыл бұрын
Thank you for this!
@matthewadegbile5838 Жыл бұрын
Thank you for this Sir!
@tolufasanya3397 Жыл бұрын
This topic especially the fx session is really useful to help one edge against naira depreciation. Well done team.