deal, whatever happened to 'Industrials to push NSE to 5000'? Personally, I'd put the Financials ahead of the C&A sector. The money you're saying will be made will end up in banks, leading to more credit creation. If there will be an NSE rally in 2011, banks will be at the forefront. With the economy growing at 6.1% in the last quarter, this is an added incentive to invest now. Banks always grow with a growing economy. I would vouch for DTB (burgeoning SMEs in the region in need of debt financing) and KCB (increased lending to infrastructure projects due to extra cash from rights issue) as good investments for the next 12 months. Equity too for their regional expansion. But as always in Kenya, there's too many variables which affect investments: drugs, Hague, al shabaab, corruption. This might deter some investors and slow down (or Ojukwu forbid, recede) share prices. All in all, I consider the above trio good investments as the Kenyan economy grows. I WISH ALL WAZUANS AND THEIR FRIENDS AND FAMILIES A MERRY CHRISTMAS
GOD BLESS YOUR LIFE