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Bear is finally over
mufasa
#21 Posted : Wednesday, November 06, 2024 4:56:52 PM
Rank: Member


Joined: 4/15/2008
Posts: 200
Kenya's major problem is just one... chronic corruption within Govt. If you can tame that and the rest of the sectors will follow suit. Money will reach the commoners.
Do it today! Tomorrow is promise to no-one.
VituVingiSana
#22 Posted : Thursday, November 07, 2024 2:18:42 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,101
Location: Nairobi
Trump won decisively.

US markets soared.

Will foreign investors want to be in Frontier Markets?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
wukan
#23 Posted : Thursday, November 07, 2024 7:57:13 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,590
VituVingiSana wrote:
Trump won decisively.

US markets soared.

Will foreign investors want to be in Frontier Markets?


No, they won't. The idea of "cigar butt" investing for one last puff went out of fashion. Fontier market are troubled assets and whether dollar did this or yen did that they will still be troubled assets.

It's more profitable and less stressful to invest where the action is. Fontier markets need to sort out their mess and become markets where action is happening.

See how India stopped depending on foreign investors and started pushing their market forward. That's what NSE needs, local investors propelling it forward.

mufasa
#24 Posted : Thursday, November 07, 2024 8:00:33 AM
Rank: Member


Joined: 4/15/2008
Posts: 200
VituVingiSana wrote:
Trump won decisively.

US markets soared.

Will foreign investors want to be in Frontier Markets?

Kenya Crypto gang was all over twitter celebrating. It seems a trump win is inspiring confidence in US tech Mkts.
Pretty sure the dollar is strengthening. What's weird is Ksh. is also strengthening.
But because deals like the mombasa/Nrb express road are already in play, it won't take long before they troop back to mkts like Kenya... say Q2 2025
Do it today! Tomorrow is promise to no-one.
wukan
#25 Posted : Thursday, November 07, 2024 9:18:43 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,590
@VVS
This is how frontier markets are viewed


My 2 cents
#26 Posted : Thursday, November 07, 2024 12:24:31 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
Time will tell.
wukan
#27 Posted : Friday, November 15, 2024 9:51:08 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,590
Dollar strength will impact risk assets. Dollar index needs to cool down before the next leg up for NSE. Planning to add Kshs assets on next dip around Dec
Ericsson
#28 Posted : Thursday, November 28, 2024 5:49:33 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,684
Location: NAIROBI
wukan wrote:
Dollar strength will impact risk assets. Dollar index needs to cool down before the next leg up for NSE. Planning to add Kshs assets on next dip around Dec


With Trump as president,dollar will strengthen
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
wukan
#29 Posted : Friday, November 29, 2024 8:33:29 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,590
Ericsson wrote:
wukan wrote:
Dollar strength will impact risk assets. Dollar index needs to cool down before the next leg up for NSE. Planning to add Kshs assets on next dip around Dec


With Trump as president,dollar will strengthen


MAGA requires the dollar softening. Trump's treasury pick leans towards "Abenomics" so expect volatility all around.

Either way one can hedge using local dollar MMFs to short the NSE

What's more disappointing we get market signals from advanced markets because our local policymakers are just a bunch of debt junkies floating with no initiative
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