After a historic 2025 that ushered the Nigerian Exchange (NGX) into N100 trillion market capitalisation league, 2026 has opened with a clear message: the bull run isn't over, but it is becoming more selective.
With the March 2026 banking recapitalisation deadline looming and the highly anticipated listing of the Dangote Refinery and Dangote Fertiliser on the horizon, "smart money" is no longer just buying the index—it is rotating into specific pockets of value.
As inflation begins to moderate and the foreign exchange (FX) market finds its
