Scenarios for Kenya in 2040 | Business Redefined
What are the prospects for Kenya's economy in the medium-term? The Institute of Economic Affairs, IEA Kenya, posits that there are four possible scenarios that could materialize. The first is the 'Madaraka Realized' scenario where state capacity improves and there is greater economic freedom with a private sector led economic growth model; the second is the 'Jua Kali Kingdom' where there are favorable policy reforms but the state is ineffective and institutions are weak preventing the implementation of the favorable reforms; the third is 'Managed Stagnation' where state capacity improves but policy direction is not supportive of a well developed private sector leading to failure in Industrialization of the economy & finally the 'Eastern Sunset' scenario where the state is ineffective and policy environment is not conducive to development of a vibrant private sector. For more on this, we speak to the IEA Kenya CEO, Kwame Owino.
China - Kenya Bilateral ties | Business Redefined
An interesting time to be talking about Kenya - China relations given the tariffs escalation unfolding.
A conversation with the Senior Vice President & Head of Stanbic Bank KE's China Desk on a raft of issues including the Sep '24 US$50.0 billion pledge & trade flows.
April 17, 2025
Kenya - IMF Relations | Business Redefined
April 1st & Kenya's US$3.6 billion programme with the International Monetary Fund (IMF) has come to an end.
My conversation with Churchill Ogutu - Economist, IC Group on what lies ahead following the abortive 9th Review & Kenya's quest for a new programme with the fund.
April 17, 2025
Employee benefits & retirement solutions | Business Redefined
A conversation with Jubilee Kenya on building a financial safety net. Everything across the spectrum from easily liquid assets such as Money Market Funds to long-term pension vehicles.
April 7, 2025
Kenya's Insurance Market | Business Redefined
A conversation on the state of the insurance market in the country with Britam Life Assurance.
On the agenda:
- The bottom of the pyramid & the promise of micro-insurance
- Outsized risk & the curating products that respond to market needs
- From IFRS4 to IFRS17 & implications for players from a reporting standpoint
- Digital disruption, Artificial Intelligence & new ways of doing risk mapping & combating fraud
- Life assurance as a risk mitigation measure
Macaash Investment Ltd | Business Redefined
This week, a conversation on Kenya's real estate landscape with Macaash Investment Ltd
On the agenda:
- Joint ventures as a vehicle for delivering at scale
- The evolving returns landscape & implications for both real estate as an asset class & yield chasing investors
- Diaspora inflows into the real estate sector
The State of the Macros | Business Redefined
A look at the state of Kenya's macros with David Rogovic -Vice President & Senior Credit Officer - Moody's
On the discussion:
- The liability management blitz - the Kes 50.0 billion domestic debt buyback & the partial buyback of the US$900.0M 2027 note
- Going back to market with the 2036 US$1.5 billion note
- Supplementary Budget II 2024/25 & the accompanying spending pressures (fiscal deficit some 67.0 bps up)
- The US$3.6 billion IMF programme, its sunset & the way forward. A successor programme in the offing? What shape & form would it take?
National Irrigation Sector Investment Plan | Business Redefined
Kenya’s irrigation sector is set for transformation with the National Irrigation Sector Investment Plan (NISIP), targeting Sh580 billion over 10 years. With five key pathways, including expanded farmer-led development and high-performing public schemes, the potential spans 1.34 million hectares for irrigation and 225,000 hectares for flood protection. Full conversation with Eric Mugaa - CS Water, Sanitation & Irrigation
March 18, 2025
Developments in the Markets | Business Redefined
A conversation with James Agin - Managing Principal Corporate and Investment Banking - Absa Bank Kenya on the state of the markets.
On the discussion:
- Macro stability
- Capital markets & product development
- Tariffs escalation, trade finance & risks
Stanbic Bank FY 2024 Earnings | Business Redefined
The banking sector's FY2024 earnings season is off the blocks! A conversation with Stanbic Bank Kenya, Chief Financial & Value Officer, Dennis Musau, unpacking FY2024 earnings which saw net earnings grow 12.8% to Kes 13.7 billion.
March 12, 2025