Nigeria Eurobonds, stocks rally on Tinubu pledges to end fuel subsidy

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Nigeria's sovereign dollar-denominated bonds rallied on Tuesday after new President Bola Tinubu said at his swearing-in that a costly fuel subsidy would be removed and the central bank should work towards a unified exchange rate.

Tinubu, whose victory is being disputed in court by his main rivals, inherits record debt, foreign exchange and fuel shortages, a nearly two-decade-high inflation rate, poor power supply and falling oil production due to crude theft and underinvestment.

Getting rid of the fuel subsidy, which cost $9.7 billion in 2022, reforming the foreign exchange market so profits can be repatriated, and raising tax revenues are allHowever, Tinubu's announcement at his swearing-in on Monday lacked details."There is, however, likely to be a supplementary budget to accommodate for higher spending this year," Netherlands-based Yvette Babb, a portfolio manager at William Blair Investment Management, said.

Tinubu enacting his election pledges "will underpin investor confidence", South African research firm ETM Analytics said in a note.

 

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