@mwekezaji - The KE macroeconomics are still shaky. Coupled with the euro debt drama, too much risk going on for my comfy.
I'm still wondering where 1.4 trillion of the proposed budget is going to come from. And if money is printed, an OMG moment will get the KES crimped coupled with euroland risks.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!