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How to tell NSE has bottomed out
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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BloombergNews Africa @BNAfrica 4h
CfC Stanbic of #Kenya cuts base lending rate to 13.5% vs 16%
???
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Elder Joined: 6/23/2009 Posts: 13,497 Location: nairobi
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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!!!
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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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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Rank: Elder Joined: 6/23/2009 Posts: 13,497 Location: nairobi
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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%
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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obiero wrote: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% check this from Stachart albeit its an offer     http://www.standardchartered.co...O:NA-D:130623-I:10000079
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Took me by surprise too. They adjusted last just the other day, on May 1st! Ka... Compe ni Compe.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:Took me by surprise too. They adjusted last just the other day, on May 1st! Ka... Compe ni Compe. CBK could even give 'em a shout in the MPS after the upcoming MPC next week!  NB: BoU MPC sits tomorrow.
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Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
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but that is just base rate???? actual rate depends on client profile Thieves
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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Welcome to H2 2013. Take positions ahead of the money flood! #stayingInTheMonies @SufficientlyP
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Sufficiently Philanga....thropic wrote:Welcome to H2 2013. Take positions ahead of the money flood!
#stayingInTheMonies #makingmoney2013
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Rank: Elder Joined: 3/19/2013 Posts: 2,552
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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symbols wrote:Don't get caught Financials music may just play long
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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King G wrote:but that is just base rate???? actual rate depends on client profile What we're saying is that the cost of money is coming down. Now, we can either await or anticipate the changes as investors. That's all.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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mwekez@ji wrote:symbols wrote:Don't get caught Financials music may just play long .... Enjoy as long as it last
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