Mwango Capital
@MwangoCapital • 177,301 subscribers
|❤️Financial Research & Analysis on East African Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| | Instagram/: https://t.co/jLHxuIyENa
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Ramah Nyang (Ramah Nyang) is signing off at CGTN after 14 years. Incredible work and all the best on what's next 👏
Mwango Capital49,774 просмотров • 7 дней назад
Mood after increasing taxes on Kenyans through the Finance Bill 2026:
Mwango Capital168,616 просмотров • 4 месяцев назад
That's 10M+ worth of an investment going down like that in a few minutes. 😬
Mwango Capital921,731 просмотров • 2 лет назад
Even the KRA deputy commissioner can't explain why the new motor vehicle tax is necessary:
Mwango Capital492,451 просмотров • 2 лет назад
![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]](https://image.24vids.com/tw-2047383101543002486/amplify_video_thumb/2047383042977861632/img/AFVSlqzzWdG42VoV.jpg)
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 просмотров • 4 месяцев назад
![Interesting. [H/t DBwambale]](https://image.24vids.com/tw-1711301974681874560/ext_tw_video_thumb/1711301932239708160/pu/img/LuYZ7Ic44-5Kq_Yb.jpg)
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 просмотров • 9 месяцев назад
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 просмотров • 1 год назад
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 Capital149,805 просмотров • 1 год назад
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 просмотров • 10 месяцев назад
