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Effect of Ocampo 4 on the NSE?
Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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How will Mr Market react now??
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Rank: Member Joined: 10/1/2009 Posts: 139
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FUNKY wrote:How will Mr Market react now?? We are in for a rough ride if Uhuru makes real his threat.
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Rank: Elder Joined: 3/2/2009 Posts: 26,330 Location: Masada
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 What is Mr. Market thinking about this? Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Member Joined: 3/24/2010 Posts: 677 Location: Nairobi
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Dudette wrote:FUNKY wrote:How will Mr Market react now?? We are in for a rough ride if Uhuru makes real his threat. What threat?
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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Dash wrote:Dudette wrote:FUNKY wrote:How will Mr Market react now?? We are in for a rough ride if Uhuru makes real his threat. What threat? He(UK) should know there is a difference between looking tough and being really tough. He should change his tactics(lawyers) in his defence. The opposite of courage is not cowardice, it's conformity.
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Rank: Member Joined: 7/31/2009 Posts: 743
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jerry wrote:Dash wrote:Dudette wrote:FUNKY wrote:How will Mr Market react now?? We are in for a rough ride if Uhuru makes real his threat. What threat? He(UK) should know there is a difference between looking tough and being really tough. He should change his tactics(lawyers) in his defence. once again, what threat?
Problems can get out of proportion, and not only in the wee small hours. Don't let the problems eclipse the Master. Let the Master eclipse the problems.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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I think the effect will be positive, if people will not fight.... interpretation of Mr. Market is impunity has be nipped in the bud and no more sacred cows..... why am I saying positive because Mr. Market expects with a high degree peaceful elections....
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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i have been waiting for this verdict to determine how to invest going forward. In my own view Mr. Market does not see any sense of rejuvenation like we saw in 2003, at present Mr. Market sees status quo remaining no matter who wins, well this verdict may make owners of capital in central and rift cagey about the future especially if they feel there is no one to protect their business interests in future so we are likely to be in limbo until we see a new cabinet in 2013 and see if there is any different policy.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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What do we learn from this? usi tusi wakunga na uzazi ungalipo.... never ever compare serious matters to shooting a hollywood movie, anything you say or do shall be used against you... the two silent fellows may walk....
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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@Mkonomtupu, those that stole will be cagey of course but we do have very many good and serious investors from these regions who know how to read the mood and capitalize on it... and i doubt their investment ideology is pegged on personalities... its capitalism i me and myself
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Rank: Bona-fide Joined: 11/2/2011 Posts: 191 Location: Nairobi
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@Dudette what threat by UK? Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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@Jamlu, you invest because you are optimistic about the future, you hold back if you are pessimistic...investment is kenya is pegged on who is likely to win and what policy reversals are likely with such a person. think like Aga khan in 1960 deciding to start the Daily Nation to articulate the view of the nationalists, or rick of old mutual pouring cash in stocks during the last months of 2002, it's all about optimism...EABL is already down 6%
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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its @Jamani not Jamlu.... true what you mentioned however does it mean that all people in central and rift valley will not invest? what if they already have investments? will they sell because one of their own has been taken to the hague? investment is personal one doesnt invest with the community one investments because there is an ideal investment opportunity... are you saying that, there will not be one because one of there own is going to the Hague? come on lets get out of this tribal thing... as you rightly put Aga khan invested in the 60s despite the fact that there were issues of independence, kanu and kadu... etc what makes you think that foreign investors will not come having seen impunity nipped in the bud?
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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FUNKY wrote:What threat by Uhuru?
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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There has been no threat from UK, what UK said is let there be peace irrespective of the ICC ruling and peace we shall have... people should stop being emotional and learn that we have to act in a civilized manner... stop putting words in UKs mouth he can talk and take care of himself.
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Rank: User Joined: 8/29/2011 Posts: 1,045 Location: Mtaani
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FancyFace wrote:jerry wrote:Dash wrote:Dudette wrote:FUNKY wrote:How will Mr Market react now?? We are in for a rough ride if Uhuru makes real his threat. What threat? He(UK) should know there is a difference between looking tough and being really tough. He should change his tactics(lawyers) in his defence. once again, what threat? what threat is this by UK ?
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Anyhu..screw the ruling, let the law take its course. As long as the country remains peaceful & stable, Kazi Iendelee.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Couters widely traded by FI will be affected in the short run...I expect the Shilling to be resilient...so in short its a buyers market...EABL at 142...lets go!!!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Ocampo6 downgraded to ocampo4. NSE to range trade for a while with downtrend bias. KE doesn't have a FinMin (akili iko hague sasa) and that will make for a disorderly treasury. Wil baks appoint someone else? Nop. Political mood cant allow for it. Such a long wait for 2013 this... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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