In this episode recorded on 14.01.2025, we are joined by Hawi Abwonji - Research Analyst at ArvoCap Asset Managers, Stephanie Kimani - Economist, and Sunil Sanger - MD, Orion Advisory Services as we explore 2024 economic trends and the outlook for 2025.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:02:42 Macroeconomic Environment in 2024

00:06:57 Equity Market’s Performance

00:10:34 Bonds Market

00:16:06 Investor Perspective on Emerging Markets

00:18:57 Government’s Creditworthiness

00:28:49 Investors’ Concerns in 2025

00:32:26 2025 Outlook

00:54:00 Closing Thoughts

Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe