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How to tell NSE has bottomed out
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mwekez@ji
#3721 Posted : Sunday, June 30, 2013 11:05:03 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
Cde Monomotapa wrote:
Metasploit wrote:
[url=http://http://the-star.co.ke/news/article-125455/world-africa-and-kenya-correlations]EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in. I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months. Therefore, I remain of the view that the recent softness will pass like the cold snap we currently find ourselves experiencing in Nairobi. My Kenya and EAC macro indicators are the most bullish since I started keeping records. - See more at: http://the-star.co.ke/ne...ns#sthash.N6HqnSyZ.dpuf[/url]

Very nice article.


Noted points:

Quote:
. Equity investors into Africa have reduced gateway exposure and penetrated deeper into Africa and you will note Ghana is the best performing stock index in the world and is +58.54% this year,

Nigeria is +33.29% and Nairobi +26.1227%. What is interesting is the synchronisation and correlation between Nigeria and Nairobi. The Nigeria All Share has retreated 8.88% since the 11th of June and the Nairobi NSE20 has retreated 5.99% since the 31st of May.


Quote:
EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in.

I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months.


I wonder why the Ghanian Market hasn't shaken off some points, anyway...the oil and gas play will be a game changer. Now this is a serious analysis, forget the gossip that BD is peddling these days.


very nice piece
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mwekez@ji
#3722 Posted : Monday, July 01, 2013 10:24:39 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
D&B Today wrote:
We are bound to see most of the local funds realign or rebalance their portfolio positions actively through the next few weeks. Foreign players with a long term view of our market of about 12 months and above are expected to selectively increase their equity exposure as bargain stocks avail themselves.
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Cde Monomotapa
#3723 Posted : Monday, July 01, 2013 5:29:53 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???
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mwekez@ji
#3724 Posted : Monday, July 01, 2013 7:21:29 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This is the lowest rate in the market ATM #Interesting
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obiero
#3725 Posted : Monday, July 01, 2013 7:34:46 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This is the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!
COOP, IMH, KEGN, KQ, MTNU
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cnn
#3726 Posted : Monday, July 01, 2013 7:41:37 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
obiero wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This is the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!

They have an ad in today's Nation.
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mwekez@ji
#3727 Posted : Monday, July 01, 2013 7:48:01 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
cnn wrote:
obiero wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This is the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!

They have an ad in today's Nation.


... also check twitter handle @BNAfrica
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mwekez@ji
#3728 Posted : Monday, July 01, 2013 7:52:32 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
cnn wrote:
obiero wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This becomes the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!

They have an ad in today's Nation.


... also check twitter handle @BNAfrica


@Obiero, why unbelievable¿ ... before interest rate madness set in at Q4 2011, banks were lending at this cfc rate
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mwekez@ji
#3729 Posted : Monday, July 01, 2013 7:55:47 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
mwekez@ji wrote:
cnn wrote:
obiero wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This becomes the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!

They have an ad in today's Nation.


... also check twitter handle @BNAfrica


@Obiero, why unbelievable¿ ... before interest rate madness set in at Q4 2011, banks were lending at this cfc rate


... interest rates are getting back to home ;-)
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obiero
#3730 Posted : Monday, July 01, 2013 8:00:13 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,329
Location: nairobi
mwekez@ji wrote:
mwekez@ji wrote:
mwekez@ji wrote:
cnn wrote:
obiero wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
BloombergNews Africa ‏@BNAfrica 4h

CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%

???


This becomes the lowest rate in the market ATM #Interesting

wapi link.. that rate seems unbelievable!!!

They have an ad in today's Nation.


... also check twitter handle @BNAfrica


@Obiero, why unbelievable¿ ... before interest rate madness set in at Q4 2011, banks were lending at this cfc rate


... interest rates are getting back to home ;-)

unbelievable based on other banks which are still at 16-17%
COOP, IMH, KEGN, KQ, MTNU
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