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2012 political risk
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winston
#21 Posted : Monday, November 15, 2010 4:31:50 PM
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Joined: 4/14/2010
Posts: 806
Location: Nairobi
Kenyans remain tribal to the core and some of the worst ones are found in the city itself.

Brand kenya and another institution (I forgot which) were meant to undertake initiatives to bring kenyans together. But they are largely silent.

The risk of PEV or similar incidents depends on political alignments. These alignments have not fully crystallised so it will be difficult to say at this stage.
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kyt
#22 Posted : Monday, November 15, 2010 5:31:59 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
winston wrote:
Kenyans remain tribal to the core and some of the worst ones are found in the city itself.

Brand kenya and another institution (I forgot which) were meant to undertake initiatives to bring kenyans together. But they are largely silent.

The risk of PEV or similar incidents depends on political alignments. These alignments have not fully crystallised so it will be difficult to say at this stage.


i think the institution is NCIC, but kenya is a very tribal country and this is not going to change soon.
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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kadonye
#23 Posted : Tuesday, November 16, 2010 6:44:32 AM
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Joined: 5/30/2009
Posts: 1,390
PERCEPTION is the biggest problem we have.Reading a DN article on 'what Africa thinks about Kenya' some weeks back, I realised the World hasn't forgiven us yet.They think we're savage creatures who will repeat the 07/08 madness.
What a wicked man I am!The things I want to do,I don't do.The things I don't want to do I find myself doing
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Wendz
#24 Posted : Tuesday, November 16, 2010 11:17:34 AM
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Joined: 6/19/2008
Posts: 4,268
I think 07/08 is still so fresh that there is no one who is going to be hacking another in 2012. However, because of the past experience and the uncertainty of what may become of the elections, there will be a bear... which is good for those who intend to jump in and ride the wave.... my thinking.
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winston
#25 Posted : Friday, January 28, 2011 9:42:59 AM
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Joined: 4/14/2010
Posts: 806
Location: Nairobi
Since the last post in November, things have started taking shape. Alliances are forming, Kenya is busy trying to get out of the ICC, Corruption cases have gone a notch higher, IDP's are regularly making it to our prime time news. Are we raising our collective political temperature?

Will kibaki succession be about a successor who is picked because he will be the 'peace' candidate (read one of the KKK) or he will be the 'implementor' of the new consitution(read one RAO)?

What will either option portend for the NSE?
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mlennyma
#26 Posted : Friday, January 28, 2011 9:48:11 AM
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Joined: 7/21/2010
Posts: 6,191
Location: nairobi
Be as liquid as posible towards 2012 to pick the enormous bargains.
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#27 Posted : Friday, January 28, 2011 10:08:51 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,215
Location: Nairobi
After 2008's PEV... where/when I was hurt immensely... I wanna liquidate & move my cash to SA or someplace else...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#28 Posted : Friday, January 28, 2011 11:28:10 AM
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Joined: 7/11/2010
Posts: 5,040
After i make my 100%(yes im that optimistic) this year. Ill go into commodities in 2012. Then get back in when the dust settles in 2013. Muhahahaha.
The investor's chief problem - and even his worst enemy - is likely to be himself
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QD
#29 Posted : Friday, January 28, 2011 11:43:46 AM
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Joined: 8/5/2009
Posts: 597
mlennyma wrote:
Be as liquid as posible towards 2012 to pick the enormous bargains.


This is my strategy towards 2012 as the market will be very bear and be able to choose from any counter i wish to and wait to cash in by 2013-2014 market pick.
The problem with the world is that the intelligent people are full of doubts while the stupid ones are full of confidence
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the deal
#30 Posted : Friday, January 28, 2011 12:11:05 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
VituVingiSana wrote:
After 2008's PEV... where/when I was hurt immensely... I wanna liquidate & move my cash to SA or someplace else...

NamBrew is now 93 bob i cant believe 2 years ago it was just 30 bob...with a PER of 8.12...its still undervalued...

http://www.nsx.com.na/data_render.php?e_id=391
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VituVingiSana
#31 Posted : Friday, January 28, 2011 1:30:55 PM
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Joined: 1/3/2007
Posts: 18,215
Location: Nairobi
the deal wrote:
[quote=VituVingiSana]After 2008's PEV... where/when I was hurt immensely... I wanna liquidate & move my cash to SA or someplace else...

NamBrew is now 93 bob i cant believe 2 years ago it was just 30 bob...with a PER of 8.12...its still undervalued...

http://www.nsx.com.na/data_render.php?e_id=391[/quote]I tried to buy Nambrew 2 years ago but the Namibians are very stingy with their shares!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Forester
#32 Posted : Friday, January 28, 2011 2:34:22 PM
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Joined: 12/7/2010
Posts: 520
Location: Epicentre - Ngamia 1
mlennyma wrote:
Be as liquid as posible towards 2012 to pick the enormous bargains.


Forester likes thissmile
Build your own dreams, or someone else will hire you to build theirs - Farrah Gray.
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Wa_ithaka
#33 Posted : Friday, January 28, 2011 3:22:59 PM
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Joined: 1/7/2010
Posts: 1,279
Location: nbi
If hague train doesn't take off, we'll have PEV. Guaranteed.
The Governor of Nyeri - 2017
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VituVingiSana
#34 Posted : Friday, January 28, 2011 3:50:35 PM
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Joined: 1/3/2007
Posts: 18,215
Location: Nairobi
Wa_ithaka wrote:
If hague train doesn't take off, we'll have PEV. Guaranteed.
That's why I say Let's not be vague, send them to the Hague!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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