
Mwango Capital
@MwangoCapital • 173,351 subscribers
|❤️Financial Research & Analysis on East African Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| | Instagram/: https://t.co/jLHxuIyENa
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Mood after increasing taxes on Kenyans through the Finance Bill 2026:
Mwango Capital168,413 views • 28 days ago

President William Ruto: —East African Community partners are now discussing a joint regional refinery with Dangote in Tanga, Tanzania, to process crude from DRC, Kenya, South Sudan, and Uganda. —Plans include a short Tanga–Mombasa pipeline and use of existing shared infrastructure (Kenya Pipeline) to distribute refined products, improving asset utilisation across the region. —Kenya signals readiness to co-invest, targeting delivery of the refinery within 4–5 years if agreements are reached. —He says refining economics in Africa remains policy-driven; as Aliko Dangote noted to Olusegun Obasanjo, importing fuel can be more profitable than refining without the right incentives. [Video: Bloomberg]
Mwango Capital72,702 views • 1 month ago

That's 10M+ worth of an investment going down like that in a few minutes. 😬
Mwango Capital921,382 views • 2 years ago

Even the KRA deputy commissioner can't explain why the new motor vehicle tax is necessary:
Mwango Capital492,451 views • 2 years ago

Treasury CS is materially understating the cost of the dividend monetisation by calling it 5.6%, when the correct annuity-based discount rate on the State’s foregone dividends is closer to 10.5%. Vodacom, by contrast, prices that same stream at a 16.5% IRR capped at 18%, which is the economic return the government is surrendering by taking KES 40.2B today instead of collecting Safaricom dividends over time.
Mwango Capital102,215 views • 6 months ago

Treasury CS on IFBs: "You're earning 18% from a bond, and you're paying zero tax. Yet someone who earns very little money by selling fruits on the roadside pays tax. Is that fairness? It is not. There are taxes that we must discuss" Looks like IFBs will be taxed.
Mwango Capital155,746 views • 1 year ago

President’s Council of Economic Advisors Chair David Ndii weighs in on whether the shilling is “too stable”. He says: —Debates on whether the shilling is “too stable” are misguided. —Exchange rates move due to fast financial factors and slow real-economy adjustments. —There’s no clear equilibrium level for the shilling. —Policymakers should act pragmatically, not mechanically follow IMF models.
Mwango Capital69,997 views • 7 months ago

James Mwangi when asked about his retiring: "Nobody retires from entrepreneurship. Age doesn’t retire one from investing..My mother went on at 98 & she was still investing in her small-scale farm. So if I live for as long as my mother, kindly bear with me for the next 40 years"
Mwango Capital149,771 views • 1 year ago

President Ruto on the Kenya Pipeline IPO: "President Museveni called me and said I want to buy 50% of Kenya Pipeline, and he told me he doesn’t care about the price.... when some other pessimist in Kenya was, was saying, oh, you know, the price is very high..Mzee I want to assure you that the same way you invested. In Kenya Pipeline, Kenya is going to invest in your refinery and in the future of our resources together"
Mwango Capital15,333 views • 1 month ago