Kenya’s population is projected to hit 77 Million by 2030, up from the current 43 Million (July 2012 est.). Besides the numerous implications, what investment opportunities does this trend present? Bearing in mind the following: 1. The country is classified as water scarce. 13 million Kenyans lack access to improved water supply and 19 million lack access to improved sanitation. Water problems are bound to rise. 2. Almost 80% of the country is arid and semi-arid lands (ASAL), which cannot support arable farming without technological interventions (e.g. irrigation). The little land available for rainfed crop grow is being lost to surface sealing especially by real estate developments at an alarming rate. 3. Urban population: 22% of total population (2010); rate of urbanization: 4.2% annual rate of change (2010-15 est.). 4. Current demand for housing is approximately 150,000 units per year, against a supply of about 40,000 units. Fast forward this scenario to 2030. 5. Demand for energy will continue to rise with the rising population. 6. Demand for services e.g. transportation, haulage, whatever… Which sector(s) of the economy would you invest in the long-term (2030 is 17 years from now)?

Construction Also any initiative that has a renewable approach e.g. cultivating bamboo for charcoal.

food, construction, insurance, electricity & banking! Cheap plays today in each sector are: 1. Mumias (food & energy) 2. Unga (food) 3. bamburi (construction) 4. HFCK /KCB (construction & banking) 5. kengen (energy) 6. Kenya re/ jubilee (insurance) if your portfolio is diversified with these cheap but high growth stocks you will not regret in 5years!

Population will result 2 great oppornunities across all sectors of th economy. What matters is th govt providing necessary support thro infrastructure, legislation...its about being ready 4 these opportunities n its already happening!!!

The projected population will be a poorer population and that does not translate to 'traditional' opportunity growth. That is where outside the box thinking comes in. Housing will be balanced by exponential growth in slums, city villages Agric. margins will be eaten by production costs (kenya is a water scarce country) Financial and IT, really for a poorer population? Energy, mercifully with all the prospecting across EA, margins will be minimal (no effective demand from a poorer population) and on and on my pesanane thoughts.