David Cowan

Co-founder, Bessemer Venture Partners

· tracked since Apr 2026

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NGE long +1.3%

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90d —

Average Return +1.3% Long Return +1.3% Short Return -

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Ticker

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Thesis

Theme

Source

NGE Global X... Global X MSCI Niger...

Long

Apr 17

$3.88

+1.3%

Nigeria benefits from high oil prices.

Nigeria is an unambiguous winner from the oil price shock because it has opened a large new refinery and fertilizer factory, making it less dependent on imports and able to export petroleum products, thus benefiting from high oil prices.

Macro

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