The Mwango Weekly

In this episode recorded on September 11, 2025, we are joined by Capital A Investment Bank’s Senior Research Analyst, Ronny Chokaa, as we unpack and break down the H1 2025 results of Kenyan banks.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:01:01 High-Level View of H1 Bank Earnings00:03:03 FX Stability and Impact00:06:27 Interest Margins and Impact of...

In this episode recorded on November 04, 2025, we are joined by EABL’s CFO, Risper Ohaga, and Absa Bank’s Director of Capital Markets, Robert Murai, as we unpack EABL’s KES 20B Medium-Term Note, why the brewer is back in the debt market, and what it means for its funding plans and investors.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:00:54 Working Capital...

In this episode recorded on July 31, 2025, we are joined by Kishan Popat as we trace his path from computer systems to leading research at Kestrel Capital, and his journey through MIT.We cover lessons from the 2008 financial crisis, the value of cold emails, the impact of AI on financial analysis, and improving African marketsSubscribe to get notified when we make a new post.Show Notes00:00:00...

In this episode recorded on July 23, 2025, and hosted by Julians Amboko, we are joined by Tony Olendo, chair of the Virtual Assets Chamber of Commerce, to unpack Kenya’s new Virtual Asset Service Providers (VASP) Bill.We cover the licensing requirements for virtual asset service providers, legislation, FATF recommendations, regulatory challenges, and initial coin offerings.Subscribe to get...

In this episode recorded on July 16, 2025, we are joined by David Rogovic, VP & Senior Credit Officer at Moody’s Ratings, for a deep dive into Kenya’s credit outlook.We also cover factors that influence credit ratings, debt sustainability, political risk, and the impact of policy.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:01:41 Understanding Sovereign...

In this episode recorded on July 21, 2025, and hosted by Ramah Nyang, we are joined by KenGen’s MD and CEO, Eng. Peter Njenga, for a discussion on the company’s background, growth plans, and strategic outlook.We cover future energy prospects, opportunities in renewable energy, diversification of revenue streams, and balancing risks.Subscribe to get notified when we make a new post.Show...

In this episode, recorded on July 17, 2025, we host King’ori Gathinji, Head of Investments and Financial Fitness at Stanbic Bank Kenya, for a conversation on building financial resilience.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:03:01 Understanding Financial Fitness00:09:19 Create and Build00:18:09 Live and Enjoy00:29:15 Save and Invest00:39:17 Shared...

In this episode recorded on 10.07.2025 and hosted by Ramah Nyang, we examine the state of Kenya’s economy and where it’s headed.Guests:* Stephanie Kimani - Economist,* Kwame Owino - CEO, Institute of Economic AffairsSubscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:01:51 Slowdown in Private Sector Growth00:15:45 Tax Revenue and Public Spending00:25:56 Public...

In this episode recorded on 02.07.2025 and hosted by Julians Amboko, we break down the Finance Act 2025 and what it means for you.Guests:* Agnes Gitau - Tax Manager, Andersen Tax Kenya* Jilna Shah - Tax Director, RSM Eastern Africa* Fredrick Kimotho - Associate Director, Tax & Legal, Deloitte East AfricaSubscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:03:19...

In this episode recorded on 11.06.2025 and hosted by Ramah Nyang, we break down the FY25/26 Kenyan Budget. We also cover the pending bill situation, debt management strategies, stagnation in private sector growth, and fiscal consolidation.Guests:* Rafael Agung' - Group Director of Global Markets, NCBA Bank,* Ann M Magondu - Senior Tax Manager, Deloitte & Touche LLP,* Churchill Ogutu -...