@young i might be here but 100% of my funds come from home...so i'm just like you...i plan to exit the Kenyan market over the coarse of the year...i'm a firm believer in the Namibian economy...its well diversified unlike Botswana we dont solely depend on diamonds...its well managed...there is political stability...i believe the economy will growth average 4.8-6% every year over the the next 5-10 years barring any recession...thats where i wanna go long term not here..so in Kenya i speculate with all my portifolio and repertriate the gains thats what all the foreign investors are doing...that strategy has worked supeer fine for me thus far...unless there is political stability in Kenya i will never go long term...mention 2012 to anyone here they get scared...i came to Kenya in 2007 in October and 2 month down the line Kenya was burning and the NSE was on its knees...i dont want any of that.

but the fact that we'll have the product at close proximity and exports may be passing thru our port will be good for Kenya

@mkonomtupu - at the moment I'm more concerned with the behaviour of global oil and global food prices. If this two don't slow down soon, I expect financial markets especially equities to catch a cold. Whether stocks are cheap or expensive, wild oil prices always have a way of raising the red flag on global economy growth, which means bets off on financial markets. I am watching these 2 central banks (US Fed and ECB) to determine which way to go. If ECB hikes rates (very likely) it will feel like March 2008 - end of stimulus or easy money/credit.

Locally watch the inflation rate. If it shoots through 6% and oil prices are still high with a weak shilling, NSE will under perform since the GDP growth will also slow down. If the USD/KES rate hits 90 - I'll be out of stocks completely and troop to the money markets for higher interest rates.