
Mwango Capital
@MwangoCapital
|❤️Financial Research & Analysis on East Africa Markets| |🗞️Newsletter: http://mwangocapital.substack.com| | Instagram/Threads: http://instagram.com/mwangocapital
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𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤'𝐬 𝐓𝐨𝐩 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐍𝐞𝐰𝐬 𝐢𝐧 𝐌𝐞𝐦𝐞𝐬: 1. Kenya’s-led mission in Haiti officially ended this week, after the UN approved a new Gang Suppression Force to tackle violence and protect communities. #MwangoMemes

Chinese EV maker MojaEV plans to set up an electric vehicle assembly and manufacturing plant in Athi River by early 2026. The facility will produce electric taxis, motorcycles, and light commercial vehicles for Kenya and regional markets. capitalfm.co.ke/business/2025/…
Kenya’s forex reserves surged by $511M this week to a new record of $11.228B, enough to cover 4.9 months of imports.

African Markets Weekly (Week 41) 🌍 📈 Top gainer: Namibia +4.29% (YTD +11.7%) 📉 Top loser: Kenya –2.48% (YTD +40.7%)

NSE Week 41 (3–9 Oct 2025) 📉 —Top Gainer: Car & General +13.7% to KES 51.75 —Top Loser: Kenya Power –13.5% to KES 13.40 —NASI: ▼3.32% to 172.6 —Market Cap: KES 2.71T (–3.31%) —Bond Turnover: KES 30.8B (–27.3%) —Equity Turnover: KES 1.74B (–17.1%) —Net Outflow: KES 87.8M

All these to plant 1 tree?

This is not the president's convoy. This is Education CS Julius MIGOS Ogamba's motorcade, as he went to do a tree planting exercise yesterday. 1,2,3,4...29 fuel guzzlers escorting a single man to plant 2 trees...
Interesting feature from banks in Nigeria: "These banks are quietly rolling out 'panic passwords' and fake-balance modes that let you survive a robbery without losing your savings" Anything like this in Kenya? (via @NiNanjira)

The prospectus of Kenya's latest Eurobond issuance (US$750.0M 7.875% 2033 & US$750.0M 8.80% 2038) curiously states that the 9th Review of Kenya's ECF/EFF program with the IMF was concluded on July 10th, 2025 & yielded a US$976.0M disbursement. Huh? Are we looking at the same…


Kenya & the International Monetary Fund (IMF) have mutually agreed that the 9th Review of the ongoing US$3.6 billion programme will not proceed. Musings: · I called this as a likely eventuality on Feb 23rd following notable variations in the Budget Policy Statement tabled in…

They should get a deal with EABL for an exclusive brand that will not be available anywhere else 😉

The Kenyan Catholic Church has introduced a new brand of altar wine for Holy Mass after the previous one became widely available in local bars. bbc.in/3KQrvw1

African stock markets are on the rise this year, with Ghana leading globally in dollar returns. Zambia ranks 2nd, Nigeria 14th, Kenya 15th, and South Africa 21st, driven by reforms, easing rates, and a softer dollar. (@business)

Seth Klarman: "Speculative approaches—which pay little or no attention to downside risk—are especially popular in rising markets. In heady times, few are sufficiently disciplined to maintain strict standards of valuation and risk aversion, especially when most of those abandoning…
When you check your bank account before the holidays:

Happy Mazingira Day
Wangari Maathai was the first female professor in Kenya and the first African woman to be awarded the #NobelPeacePrize. She founded the Green Belt Movement, which led to the planting of millions of trees. Today we announce the 2025 Nobel Peace Prize.

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