Economy & Markets – BusinessDay Television

Preview of NGX's Performance in December

Host David Olujinmi sit down with Muktar Muhammad (CEO, Finance with Muktar) to dissect exactly why the market dipped 6% and reveals the specific sectors positioned for a massive rebound ...in December. Plus, we break down the alarming news of NNPC’s ₦8.5 Trillion debt pile and the shockwaves from the new US immigration pause.

Is NCR's 1,000% gain real or a trap? Which banks are safe bets for dividends? Watch now to future-proof your portfolio.

Join the Conversation! Are you buying the dip or holding cash? Let us know in the comments!

Video Timestamps: [00:00] - Intro: NNPC Refineries Pile ₦8.5 Trillion Debt [01:31] - $100M Equity Fund for Local Oil Producers [02:49] - African Sovereign Wealth Funds Hit $1 Trillion [04:32] - Trump Pauses US Immigration: Impact on Nigeria [06:08] - NGX Market Review: Worst Month Since 2022 [07:49] - Meet the Expert: Muktar Muhammad [08:42] - Why Stocks Crashed: CGT, Trump, & Eurobond [11:00] - The Capital Gains Tax Nightmare Explained [17:13] - NCR Stock Analysis: 1,000% Gain or Market Manipulation? [20:49] - Top Stock Picks: UBA, Access, Zenith & MTN [24:00] - Banking Recapitalization Update (Fidelity & FCMB) [27:40] - Best Sectors to Watch in December 2025

Key Topics Covered:

Nigerian Stock Market Analysis (NGX)

NNPC Debt Crisis 2025

Capital Gains Tax (CGT) Impact on Investors

Top Nigerian Stocks to Buy in December

US Immigration Policy ChangesShow More

Preview of NGX's Performance in December

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Nigeria's Transition from IOCs to Independents

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Nigeria's Standing in Regional Diplomacy and Global Investment Relations

In this must-watch analysis, we break down the severe geopolitical ...

In this must-watch analysis, we break down the severe geopolitical shockwave that hit Nigeria's economy and its long-term diplomatic standing. Our guest, Ana Joseph (MD & CEO of Convo Africa), ...details the immediate damage to Nigerian Eurobonds and stocks, and explains why the country was uniquely vulnerable to such a threat due to years of neglecting its foreign policy and human rights posture.

We discuss the critical reforms by the Tinubu administration (like subsidy removal) and whether this geopolitical event—coupled with the diplomatic play by China—has permanently disrupted foreign investor sentiment.

KEY UPDATES & ANALYSIS:

Market Jitters & The Rebound: The initial sell-off that wiped ₦3 trillion from the stock market.

The China Factor: How China’s response complicates Nigeria’s diplomatic balancing act between two global superpowers.

The Eurobond Triumph (NEW): We integrate the very latest news that, despite the threat, the Federal Government successfully raised $2.25 Billion in a dual-tranche Eurobond, which was oversubscribed by over $9 Billion! This is a powerful signal of confidence in the Tinubu reforms.

Nigeria’s Lost Power: A deep dive into how Nigeria transitioned from the "Big Brother" of African diplomacy to a nation overwhelmed by domestic complexity.

The ONLY Competitive Advantage: Ana Joseph pinpoints Nigeria's most vital resource that still attracts global attention.

Don't miss the full breakdown of Nigeria's delicate economic and diplomatic balancing act!

Timestamps & Key Topics
[00:14] The Immediate Impact: Eurobonds tanking and stock market losses.

[02:41] The Decline of Nigeria's Regional Diplomacy (The 'Big Brother' question).

[03:45] From Military Simplicity to Democratic Complexity: Why Nigeria's focus shifted.

[06:57] Diplomatic Failure: Nigeria's lack of significant official response.

[08:34] Why This is a "Self-Inflicted Injury" by the Nigerian Government.

[13:12] China’s Response: Does their support help or hurt Nigeria's position?

[16:47] Disrupting Tinubu’s Reforms: Foreign Investment Sentiment & Geopolitical Shock.

[22:33] Nigeria's True Competitive Advantage in a Global Economy.

[27:44] Market Update: Nigeria’s Eurobond market volatility (pre-rebound news).

#nigeria #economyShow More

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Assessing the H1 2025 Performance of Nigerian Banks

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Join Host David Olujinmi and Financial expert Dr. Kingsley Ayozie Ndubueze for a comprehensive breakdown of the Nigerian banking sector's H1 2025 results and the critical business news driving the ...market. We analyze the end of the massive FX gains, the impact of the CBN's dovish policy, and the strategic shifts banks must make to survive.

In this must-watch analysis, you will learn:

Bank Performance Shock: The major reasons behind GTCO's devastating profit decline and Zenith Bank's first H1 profit fall in 10 years.

Dividend Policy Exposed: Why UBA implemented a shocking 85% cut in interim dividends and what it means for shareholders.

The Survival Blueprint: Dr. Kingsley's unconventional advice for banks to diversify revenue beyond interest income—including investment in real estate and non-interest assets—to hedge against future CBN rate cuts.

National News Impact: An update on the escalating PENGASSAN/Dangote Refinery dispute, SEC's urgent warning on AI-driven deepfake investment scams, and the latest from the NGX and global markets.

Timestamps for Easy Navigation
[00:00] Intro & H1 2025 Banking Sector Overview

[01:01] GTCO H1 Net Profit CRASH Analysis (Over 50% Decline)

[01:25] Zenith Bank H1 Performance and Gross Earnings Growth

[03:07] Did Banks Meet Investor Expectations? Dr. Ay’s Initial Assessment

[04:15] Primary Challenges: Inflationary Pressure & Statutory Costs (AMCON)

[05:25] Key Drivers of High-Performing Banks: Interest Income & Fee Growth

[06:24] Future-Proofing Banks: Surviving CBN Rate Cuts & Dovish Policy

[07:49] Expert Advice: Banks Must Diversify into Non-Interest Investments & Assets

[11:12] UBA's SHOCKING 85% Interim Dividend Cut Explained

[15:11] The Risk of Rising Loan Books vs. Customer Deposits

[19:10] BREAKING NEWS: Dangote Refinery Resumes Naira PMS Sales

[19:58] Investor Warning: SEC Nigeria Exposes AI-Driven Deepfake Scams

[21:24] PENGASSAN Declares Nationwide Strike Against Dangote Refinery

[22:48] Champion Breweries N58bn Equity Raise for Bullet Acquisition

[27:21] NGX Market Update: All-Share Index, Top Gainers & Losers

#banking #nigeria #financeShow More

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