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Market Indices
NASI108.45+0.94(+0.87%)
NSE201,642.38-6.93(-0.42%)
NSE252,856.72+34.71(+1.23%)
NSE101,024.55+6.62(+0.65%)
FTSE-NSE148.92-0.27(-0.18%)
FTSE-NSE25156.34+0.81(+0.52%)
FX Rates
USD/KES129.45+0.41(+0.32%)
EUR/KES141.28-0.25(-0.18%)
GBP/KES164.75+0.74(+0.45%)
JPY/KES0.8700-0.0019(-0.22%)
CHF/KES146.92+0.22(+0.15%)
AUD/KES84.35-0.32(-0.38%)
CAD/KES95.18+0.27(+0.28%)
ZAR/KES7.12-0.04(-0.52%)
CNY/KES17.85+0.01(+0.08%)
INR/KES1.54-0.00(-0.12%)
AED/KES35.24+0.09(+0.25%)
UGX/KES0.0350-0.0001(-0.42%)
TZS/KES0.0520+0.0001(+0.18%)
Top Gainers
KPLCKsh 1.85+0.10(+5.71%)
COOPKsh 12.40+0.55(+4.67%)
CTUMKsh 8.90+0.35(+4.12%)
SCOMKsh 14.25+0.48(+3.45%)
TOTLKsh 22.35+0.70(+3.21%)
SASNKsh 18.75+0.53(+2.89%)
CGENKsh 10.95+0.25(+2.34%)
EQTYKsh 38.90+0.83(+2.18%)
JUBKsh 198.25+3.98(+2.05%)
KCBKsh 27.55+0.52(+1.92%)
Top Losers
HFCKKsh 3.15-0.25(-7.35%)
KQKsh 3.42-0.23(-6.28%)
ARMKsh 5.10-0.30(-5.56%)
BAMBKsh 31.60-1.36(-4.12%)
NMGKsh 14.10-0.58(-3.92%)
BRITKsh 5.45-0.19(-3.45%)
ABSAKsh 11.85-0.28(-2.34%)
OCHKsh 2.20-0.05(-2.17%)
BATKsh 385.00-7.34(-1.87%)
STANKsh 92.00-1.42(-1.52%)
Market Indices
NASI108.45+0.94(+0.87%)
NSE201,642.38-6.93(-0.42%)
NSE252,856.72+34.71(+1.23%)
NSE101,024.55+6.62(+0.65%)
FTSE-NSE148.92-0.27(-0.18%)
FTSE-NSE25156.34+0.81(+0.52%)
FX Rates
USD/KES129.45+0.41(+0.32%)
EUR/KES141.28-0.25(-0.18%)
GBP/KES164.75+0.74(+0.45%)
JPY/KES0.8700-0.0019(-0.22%)
CHF/KES146.92+0.22(+0.15%)
AUD/KES84.35-0.32(-0.38%)
CAD/KES95.18+0.27(+0.28%)
ZAR/KES7.12-0.04(-0.52%)
CNY/KES17.85+0.01(+0.08%)
INR/KES1.54-0.00(-0.12%)
AED/KES35.24+0.09(+0.25%)
UGX/KES0.0350-0.0001(-0.42%)
TZS/KES0.0520+0.0001(+0.18%)
Top Gainers
KPLCKsh 1.85+0.10(+5.71%)
COOPKsh 12.40+0.55(+4.67%)
CTUMKsh 8.90+0.35(+4.12%)
SCOMKsh 14.25+0.48(+3.45%)
TOTLKsh 22.35+0.70(+3.21%)
SASNKsh 18.75+0.53(+2.89%)
CGENKsh 10.95+0.25(+2.34%)
EQTYKsh 38.90+0.83(+2.18%)
JUBKsh 198.25+3.98(+2.05%)
KCBKsh 27.55+0.52(+1.92%)
Top Losers
HFCKKsh 3.15-0.25(-7.35%)
KQKsh 3.42-0.23(-6.28%)
ARMKsh 5.10-0.30(-5.56%)
BAMBKsh 31.60-1.36(-4.12%)
NMGKsh 14.10-0.58(-3.92%)
BRITKsh 5.45-0.19(-3.45%)
ABSAKsh 11.85-0.28(-2.34%)
OCHKsh 2.20-0.05(-2.17%)
BATKsh 385.00-7.34(-1.87%)
STANKsh 92.00-1.42(-1.52%)
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NSE
Bonds
T-Bills
FX
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ESG
Credit
AN

Amara Njoroge

Feb 12, 2025 | 6 min read

NSE Banks: Liquidity Pulse after CBK CRR tweaks

Tracking funding costs across Tier I banks after the latest CRR calibration and what it means for Q1 earnings.

NSE
Macro
Liquidity
24
TA

Tunde Adebayo

Feb 11, 2025 | 7 min read

Kenya Eurobond Curve Watch: rally stalling at the belly

Evaluating the recent compression on the 2028s versus 2032s and how relative value stacks up against SSA peers.

Bonds
FX
Macro
19
TA

Tunde Adebayo

Feb 3, 2025 | 10 min read

Macro outlook heading into the election year

Fiscal math, current account pressure, and the glide path for policy rates as election spending ramps up.

FX
Macro
21
TA

Tunde Adebayo

Feb 8, 2025 | 6 min read

FX basket stress test: KES path under oil volatility

Scenario analysis on the shilling with Brent north of $80 and CBK reserve buffers ticking lower.

FX
Macro
Commodities
17
TA

Tunde Adebayo

Feb 5, 2025 | 9 min read

SSA bond relative value: Kenya vs. Ghana vs. Nigeria

A spread ladder view and where Kenya's curve could settle if IMF anchors remain credible.

Bonds
FX
Macro
14
AN

Amara Njoroge

Feb 10, 2025 | 5 min read

CBK T-Bill Auction Playbook: where to park idle cash

A tactical view on front-end yields, rollover risk, and which tenor offers the best carry into the next policy meeting.

T-Bills
Liquidity
12
MC

Mwikali Chebet

Feb 9, 2025 | 8 min read

Are infrastructure bonds still an inflation hedge?

Dissecting duration risk versus tax advantage in the latest infrastructure bond reopening.

Bonds
Macro
Govt Bonds
10
AN

Amara Njoroge

Feb 7, 2025 | 6 min read

Corporate paper vs. T-bills: chasing yield without blowing risk limits

Where short-dated commercial paper screens rich or cheap versus the 91-day and 182-day auctions.

T-Bills
Liquidity
Credit
8
MC

Mwikali Chebet

Feb 6, 2025 | 5 min read

Diaspora remittances and liquidity: why January surprised

Parsing remittance inflows, interbank volumes, and how banks positioned for the tax calendar.

NSE
Macro
Liquidity
6
MC

Mwikali Chebet

Feb 4, 2025 | 7 min read

Green bonds in the Nairobi pipeline: who blinks first?

Mapping potential issuers lining up ESG paper and how pricing could clear relative to regular issues.

Bonds
ESG
Credit
5