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IMF: Kenya's economy self reliant, don't need EU
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Cde Monomotapa
#171 Posted : Tuesday, February 26, 2013 9:52:44 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
murchr wrote:
hisah wrote:
The conundrum - http://www.independent.c...yatta-wins-8510687.html




Here we go @guru.....I have always told u its their interests that matter, not Wanjiku

http://www.glob.co.zw/in...:analysis&Itemid=65 | http://www.newsday.co.zw...hich-is-the-way-forward/
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new
#172 Posted : Thursday, February 28, 2013 7:54:55 AM
Rank: New-farer

Joined: 1/4/2013
Posts: 22
guru267 wrote:
murchr wrote:
hisah wrote:
The conundrum - http://www.independent.c...yatta-wins-8510687.html




Here we go @guru.....I have always told u its their interests that matter, not Wanjiku


This is the year of jubilee especially after events in the past few weeks... All I can hope for now is a second round!!

If Uhuru does eventually make it to office I really hope all the chest thumping and China threats pay off for the sake of our country!


yes because treasury is broke The next president set to inherit a broke treasury
Dum vivimus, vivamus.
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Cde Monomotapa
#173 Posted : Thursday, February 28, 2013 8:24:44 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
GoK has played a good role over the last 10 years in far as the infrastructure momentum is concerned & that's why we're now calling for a peaceful elections so that the private sector (both local & foreign) can play a larger role going forward & trust me, the private capital is so there & in plenty. As far as govt to govt aid is concerned, especially Western, common sense is austerity for them is austerity for us. Just watch how NGOs will also start to disappear as a testament. VOTE PEACEFULLY.
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hisah
#174 Posted : Thursday, February 28, 2013 8:46:46 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
new wrote:
guru267 wrote:
murchr wrote:
hisah wrote:
The conundrum - http://www.independent.c...yatta-wins-8510687.html




Here we go @guru.....I have always told u its their interests that matter, not Wanjiku


This is the year of jubilee especially after events in the past few weeks... All I can hope for now is a second round!!

If Uhuru does eventually make it to office I really hope all the chest thumping and China threats pay off for the sake of our country!


yes because treasury is broke The next president set to inherit a broke treasury

Jubilee or CORD or whoever makes it to the top will face this situation.

Two tough choices have to be made. Cut jobs and unnecessary spending or print money. The former is most unpopular, but best way out and ensures faster recovery. The latter is the easier, but will definitely derail the econ by devaluing KES & spiking inflation with worse effects.
Just like any person, gok has to live within its means. Ironically, even the 1st world is not doing so! They too are printing money!

This is why I called it a conundrum...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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josimar
#175 Posted : Tuesday, January 07, 2014 9:36:16 AM
Rank: Member

Joined: 7/6/2010
Posts: 242
With the Head of IMF in town, am just wondering what are these external shocks that the Treasury is seeking to cushion the country from...? Are they foreseeing something We are not aware of?
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mchambuzi
#176 Posted : Tuesday, January 07, 2014 9:49:16 AM
Rank: New-farer

Joined: 11/17/2013
Posts: 80
Location: Juja
josimar wrote:
With the Head of IMF in town, am just wondering what are these external shocks that the Treasury is seeking to cushion the country from...? Are they foreseeing something We are not aware of?


reverse flow of capital because of tapering.. Possible slow down in growth of China... Lower commodity prices.
On a long enough timeline, the life expectancy of everyone drops to zero.
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hisah
#177 Posted : Tuesday, January 07, 2014 11:21:13 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
josimar wrote:
With the Head of IMF in town, am just wondering what are these external shocks that the Treasury is seeking to cushion the country from...? Are they foreseeing something We are not aware of?

When you float a global bond you open yourself up to international bond vigilantes... That hot money when things go bananas can make things very nasty since no CB is bigger than the market when it comes to quickfire liquidity. See how indian is struggling with gold control...

Read about G. Soros on how his bets made BoE squirm as the pound got a proper shaving back in 1991. Other samples are mexican tequilla crisis, argentine bond crisis, russia bond crisis, asian crisis etc.

The other day KES was being thumped and CBK almost lost the plot, but survived. They've learned their lesson.

**Risk management is crucial this year...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Tuesday, January 07, 2014 11:23 AM | Reason: Not specified
josimar
#178 Posted : Tuesday, January 07, 2014 11:29:28 AM
Rank: Member

Joined: 7/6/2010
Posts: 242
Quote:
When you float a global bond you open yourself up to international bond vigilantes... That hot money when things go bananas can make things very nasty since no CB is bigger than the market when it comes to quickfire liquidity. See how indian is struggling with gold control...

Read about G. Soros on how his bets made BoE squirm as the pound got a proper shaving back in 1991. Other samples are mexican tequilla crisis, argentine bond crisis, russia bond crisis, asian crisis etc.

The other day KES was being thumped and CBK almost lost the plot, but survived. They've learned their lesson.

**Risk management is crucial this year...


Your input makes a lot of sense.
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mkonomtupu
#179 Posted : Tuesday, January 07, 2014 11:41:29 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
hisah wrote:
josimar wrote:
With the Head of IMF in town, am just wondering what are these external shocks that the Treasury is seeking to cushion the country from...? Are they foreseeing something We are not aware of?

When you float a global bond you open yourself up to international bond vigilantes... That hot money when things go bananas can make things very nasty since no CB is bigger than the market when it comes to quickfire liquidity. See how indian is struggling with gold control...

Read about G. Soros on how his bets made BoE squirm as the pound got a proper shaving back in 1991. Other samples are mexican tequilla crisis, argentine bond crisis, russia bond crisis, asian crisis etc.

The other day KES was being thumped and CBK almost lost the plot, but survived. They've learned their lesson.

**Risk management is crucial this year...


I'm actually very worried given the way our politicians are so given to knee-jerk reactions waking up one morning to make policy pronouncements e.g. the power tariffs hike then now demanding that banks lower interest rates. We are going into interesting times. Liquidity will be key to risk management in the next 2 years if that Eurobond goes through
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maka
#180 Posted : Tuesday, January 07, 2014 8:25:31 PM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
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