In this episode recorded on January 26, 2026, we break down what lies ahead for markets and the economy in 2026.

Guests:— Churchill Ogutu - Economist, IC Group— Stephanie Kimani - Economist— Stellar Swakei - Senior Research Analyst, Kingdom Securities Limited

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:01:25 2025 Macro Highlights

00:10:15 IMF Programs, China Debt, and Liability Management

00:14:57 Corporate Borrowing and MSME Access to Finance

00:18:19 Debt, Securitization, Equity Markets, and the NSE Rally

00:32:53 Domestic Debt, External Borrowing, and Crowding Out

00:38:49 The Budget Cycle

00:45:57 FX and Interest Rates

00:50:02 Kenya Pipeline IPO and Gov’t’s Sale of Safaricom Stake

01:02:05 Closing Remarks

In this episode recorded on February 3, 2026, we host Risper Genga, Group CFO at EABL, for a discussion on the company’s H1 FY26 results and the key drivers behind its sales and profitability.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:03:10 Sales Growth, Consumer Trends, and Regional Performance

00:11:27 Volume-Price Mix, Margins, and Cost

00:16:30 Taxation Challenges

00:20:04 Cash, Working Capital, and Dividends

00:26:14 CapEx, OpEx, and FX

00:29:21 Debt Management and the MTN Issuance

00:38:08 Increasing Receivables, the Asahi Deal, and Looking Ahead

00:44:01 Illicit Brews, Premiumization, and Regional Growth

00:47:50 Leadership Reflections

In this episode recorded on February 9, 2026, we host the Kenya Pipeline Company (KPC) Managing Director, Joe Sang, and Faida Investment Bank’s, Dr. Belgrad Kenne, to break down the KPC IPO and discuss its implications to investors.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:05:04 KPC Overview

00:11:31 KPC’s Business Model & Financials

00:17:34 The Role of Transaction Advisors in an IPO Process

00:23:33 Offer Details and Valuation

00:44:11 Dividend Policy and Board Structure

00:47:06 Risks and Strategic Plans

00:59:27 Key Dates and Invitation to Participate in the IPO

01:07:04 CapEx Plans and Future Growth

01:11:52 Closing Remarks

In this episode recorded on January 29, 2026, we are joined by Africa Logistics Properties’ CEO, Raghav Gandhi, as we explore industrial REITs and what the ALP Industrial REIT restricted offer means for investors.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:06:03 Industrial REITs and their Benefits

00:12:23 The ALP Industrial REIT Offering

00:16:40 Regulation and Consumer Protection

00:20:26 REIT Features, Importance, and Future Vision

00:25:32 Key Dates and Concerns on Minimum Subscription

00:28:26 Value Proposition, Currency Risks, and Key Players

00:38:06 Approval Process, Regulatory Support, Risks, and Mitigation

00:44:04 Lease Duration, Leverage, Ownership, and Decision Making

00:48:57 Future Outlook

00:54:55 Investor Pitch and Closing Remarks

In this episode recorded on January 22, 2026, and hosted by Joseph Mwaniki, we are joined by Caine Wanjau, CEO of DigiTax, for a conversation on reverse invoicing through eTIMS and its implications for businesses and taxpayers.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:04:42 Reverse Invoicing and Buyer-Initiated Invoicing

00:09:21 Challenges Addressed by Buyer-Initiated and Reverse Invoicing

00:14:49 Implementation Challenges and Solutions

00:19:40 Regional Perspectives on e-invoicing

00:23:49 Practical Steps for Reverse and Buyer-Initiated Invoicing

00:26:09 Impact of eTIMS Invoicing on MSMEs

00:31:19 Protecting Taxpayers from Abuse of eTIMS Invoices

00:37:32 Future of Electronic Invoicing

In this episode recorded on November 13, 2025, and hosted by Joseph Mwaniki, we discuss KRA’s new tax validation rules starting Jan 1, 2026.

Guests:—Josephine Mugure, Chief Manager, Policy & Tax Advisory—Hakamba Wangwe, Chief Manager, eTIMS—Agnes Gitau, Manager, Tax, Andersen Kenya

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:03:48 Legal Framework and Background

00:09:31 Impact on Taxpayers

00:13:06 KRA’s Rollout and Compliance

00:19:59 Simplifying Compliance for SMEs

00:28:49 Handling Non-Compliant Suppliers & Missing Invoices

00:37:14 Verifying e-TIMS Invoices

00:41:51 Exemptions from e-TIMS Compliance

00:45:44 Addressing Technical Challenges

00:52:52 Future of Tax Digitization

00:57:49 Waivers and Penalties due to failure of the Electronic Invoicing System

01:00:46 Closing Remarks

In this episode recorded on December 15, 2025, we host Standard Chartered’s Head of Wealth Management Products, Ouma Orero, and Head of Advisory and Managed Investments, Khushboo Dhutia, for a conversation on growing your wealth today, tomorrow, and forever.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:01:47 Understanding Affluent Clients

00:05:43 Starting Now and Financial Planning Frameworks

00:17:38 Building a Resilient Portfolio

00:25:43 Personalized Financial Planning and Intergenerational Wealth Transfer

00:30:53 Wealth Preservation vs Wealth Creation

00:34:26 Investment Risks and Optimizing Investment Decisions

00:38:59 Building Trust with Financial Advisors

00:45:21  Standardized Investment Process and Innovations in Wealth Management

00:52:43 Getting Started with Your Wealth Journey

00:53:46 Closing Remarks

In this episode recorded on December 2, 2025, and hosted by Ramah Nyang, we host economists from the World Bank to unpack the latest Kenya Economic Update.Guests:—Ryan Kuo - Economist, World Bank—Jorge Tudela Pye - Country Economist, World Bank.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:03:00 Macroeconomic Developments and Outlook

00:05:40 Competition and Structural Reforms

00:09:32 Challenges in Tax Revenue and Fiscal Policy

00:16:19 SOEs and Market Competitiveness

00:24:50 Impact of Electricity Prices on Competitiveness

00:28:05 State Support, Governance, and Efficiency in SOEs

00:35:14 Telecommunication Sector Analysis

00:45:22 Macroeconomic Stability, Trade-offs, Challenges, and Solutions

00:52:33 Closing Thoughts

In this episode recorded on December 10, 2025, and hosted by Ramah Nyang, we are joined by George Kuria, CEO of SanlamAllianz Kenya. We explore the transition to the new brand and what customers should expect going forward.

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:00:42 The Sanlam-Allianz Merger

00:03:23 Understanding the Protection Gap

00:04:41 Targeting New Market Segments

00:08:17 Challenges and Opportunities in Agriculture Insurance

00:10:12 Insurance for Large Infrastructure Projects

00:14:24 Governace Structure

00:15:05 Regulatory and Capital Considerations

00:17:37 Expanding Insurance Penetration

00:20:53 Leveraging Technology for Better Service

00:24:22 Customer Assurance and Future Outlook

In this episode recorded on December 09, 2025, and hosted by Terryanne Chebet, we discuss building financial and business resilience in 2026 and the role of general insurance.

Guests:— James Kamau - Group Head of Distribution, AAR Insurance

— Kiriinya Kithinji - Head of Strategy, WYLDE International

Subscribe to get notified when we make a new post.

Show Notes

00:00:00 Introduction

00:03:19 Business Resilience

00:08:34 Top Priorities SMEs

00:10:32 Common Risks and Blind Spots for Individuals

00:15:23 Vulnerabilities and Protecting Businesses Financially

00:26:05 Balancing Growth and Stability for SMEs

00:29:03 Rapid Urbanization, the Gig Economy, and Shifting Customer Needs

00:34:37 Choosing the Right Insurance Coverage

00:37:15 Leveraging Networks and Planning for Household Preparedness

00:42:19 Final Thoughts and Actionable Steps