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?
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Episodes
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 14 hours ago
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
 March 12, 2025
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
Women in Kenya's tech scene and some of their revolutionary innovations | Business Redefined A conversation with Evelyn Munene, the Product and Marketing Lead at Samsung East Africa, discussing the impact of women in Kenya's tech scene and the groundbreaking innovations they are driving. This includes how these advancements are transforming the landscape, especially in relation to the Samsung S25 series and its AI capabilities. March 7, 2025
Real Estate with Lifestyle Estates | Business Redefined ~ Lifestyle Estates Has Developments In Syokimau, Lavington & Kamiti Corner ~ Lifestyle Estates Has Developed Over 1,800 Housing Units ~ Lifestyle Estates Looks To Venture Into Commercial Property Development March 7, 2025
2025/26 Budget cycle and tax policy | Business Redefined The past few weeks have been eventful in public finance with three key documents tabled in Parliament: 1.    Supplementary Appropriations II (2024/25) 2.    2025 Budget Policy Statement (with some variations between the tabled and uploaded versions) 3.    Medium-term Debt Management Strategy We discuss the 2025/26 budget cycle and tax policy options with Job Kabochi - Partner, Tax & Legal, PWC Kenya March 7, 2025
Kenya's Mobile Telephony Market | Business Redefined A conversation with Ryan Mule, B2B Account Manager at Samsung East Africa, about the role of mobile telephony and the integration of AI technology, particularly in the Samsung S25 series. We discuss how industry players are harnessing AI to push the boundaries of competition. March 7, 2025
Banking Sector Outlook 2025 | Business Redefined A conversation with Absa Kenya's Director for Consumer Banking, Moses Muthui, looking at the banking sector & strategies likely to play out in 2025. On the agenda:
  • 2025 as the first year for revised core capital requirements
  • Yields & the cost of deposits in the market
  • Global macros & implications for the domestic market
  • Credit risk & loan book expansion
 March 7, 2025
The Artificial Intelligence Disruption | Business Redefined A discussion with Moses Kemibaro, a Technology Analyst, on the recent disruptions caused by Artificial Intelligence. We explore the opportunities and challenges that AI brings in today's world. March 7, 2025