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EAC currencies very bearish. Economy slide coming up.
muganda
#11 Posted : Tuesday, June 09, 2015 6:47:36 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Sufficiently Philanga....thropic wrote:
cbr up 150basis points.
NSE bulls be forewarned.

Fair warning, drastic actions
Cde Monomotapa
#12 Posted : Tuesday, June 09, 2015 7:39:53 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
KE..kismat bado, luck. Good that most essentials we import like fuel, palm oil, steel etc have cratered in tandem. stable elec.from geo and hydro, otw...so that eases supply side pressure hopefully and a good harvest. Still, inflow issues have to be dealt with. The NSE can complement diaspora inflows either through CGT suspension or the proposed levy...
hisah
#13 Posted : Wednesday, June 10, 2015 7:27:26 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
That 150bps CBR rate hike is shock therapy for KES bears. But why such a drastic hike when the econ is already on a slump since Q4 2014? Recession nightmare coming soon! All those profit warnings and profits dips that have been announced will definitely turn to losses since the weak econ legs have been chopped off.

@mnandii, though the market is oversold the shock of that rate hike will not offer any support at 4700. I think the market will break below that level for an extended slide towards 4400-4500 before any meaningful bounce. Perfect storm as the bull trap tightens with the econ sails facing headwinds.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Sufficiently Philanga....thropic
#14 Posted : Wednesday, June 10, 2015 9:47:07 AM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Inflation rate - 6.87%
Central Bank rate - 10%

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@SufficientlyP
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