BIA Intelligence

Research

The week, made legible.

One focused brief at a time: the signal, the evidence and the implications for people making decisions in African markets.

What readers get

A reliable rhythm for staying current.

Every Friday

A concise read designed to fit between meetings, with the key market movement up front.

Evidence attached

Primary documents, local reporting and data are linked so you can follow the thread yourself.

A view, not noise

We separate observation, interpretation and what would change our mind.

Built for action

Each brief ends with the questions and watchpoints most likely to matter next.

A sample brief

How a BIA read is structured

Nigeria · FX policy watchBriefing note · 12 September 2026
01

The signal

What changed this week and why it matters now.

02

The evidence

The policy, pricing and market data behind the change.

03

The read-through

How banks, companies and investors may feel the effects.

04

The limits

What remains uncertain, what we are assuming and what to watch next.

Archive

Recent briefs

A sample of the questions we have been tracking across markets and sectors.

12 September 2026

Nigeria

FX policy watch

What the central bank’s latest signals mean for liquidity, importers and the naira outlook.

05 September 2026

Kenya

Credit growth

A read on private-sector credit, bank risk appetite and the borrowers driving the next leg.

29 August 2026

Ghana

Sovereign spreads

The fiscal and restructuring milestones the market is watching as spreads reprice.

22 August 2026

South Africa

Banking conditions

How funding costs and household balance sheets are changing the operating picture.

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