14 posts
Learn how to balance bonds and equities in Kenyan portfolios by horizon and risk, using NSE clues and CBK context to guide allocation.
Money market signals like the CBK policy rate, interbank liquidity, and short-term yields shape NSE moves; learn how to read them and protect gains.
SCBK's lack of filings over 90 days concentrates the analysis on its high-margin franchise, cost discipline, and payout outlook for Kenyan investors.
CMA and CBK regulation shapes NSE trading, with a mid-2026 market-infrastructure snapshot outlining licensing rules, investor protections, and financial-stability safeguards.
Dangote refinery IPO extension headlines a quiet session while NASI hovers near 240.5 and foreign flow stays light. CBK rate anchors markets.
EGAD led the NSE higher in a thin session, with UNGA and PORT following; CIC and OCH weighed on the day as investors priced in a steady rate backdrop.
IMH leads gainers on the NSE as trading closes mixed; turnover near 330m with NCBA, KPLC and EABL among risers while HAFR and SCBK slip.
NSE turnover hovered around KES 349.7m on the last trading day of September, with little price action and CBK window yields steady around 8.78%.
Thin session as CBK keeps CBR at 8.75%; NASI sits at 6.12 with muted turnover. Look to intraday cues in **SCOM**, **KCB**, and **EQTY** for directional hints.
CBK holds 8.75% as the MPC confirms the stance; thin session with no confirmed flows, while NCBA's H1 numbers and Nedbank stake oversubscription hint at potential upside when liquidity returns.
SCOM breakout dominates a thin NSE session as markets await the CBK MPC, with foreign flows waning and turnover around KES 335m.
Today the CBK kept the policy rate at 8.75%, while NSE turnover remained thin and investors watched **KCB** and **EQTY** for value signals.