That we can have a bear run within 1 yr from a General Election shows how badly unprepared Uhuruto were for running the government.
The key economic issues are GoK finances, hidden inflation, high bank lending rates, the banking forbearance of 2011/12 which has stifled lending and related corruption/insecurity.
GoK can definitely do something about 4 of the above. When? I don' know.
In the meantime, I think Q1 earnings releases will be crucial directionally for the NSE to get anywhere near the 5000 mark which I don't it'll. Q2 earnings will tell us about the economy.
At the start of a bear run, you release gains and stay liquid to take advantage. In the bear run, you stay alert.
Sehemu ndio nyumba