#equitythinking

A new feature on Adebowale Oluwafenmi presents a thoughtful take on Nigeria’s equity market, centered on cross-cycle analysis and disciplined sector selection.

One reason the article is worth reading is that it avoids oversized claims and instead focuses on process: how investors and market observers can read changing conditions with more patience, better valuation awareness, and a clearer sense of timing.

For anyone interested in market interpretation, portfolio thinking, or the role of selectivity in equities, this is a useful piece to bookmark.