The Mwango Capital Podcast

In this episode recorded on June 18, 2026, we sit down with Justine Kosgei (CEO & Principal Officer, AAR Insurance ) and James Kamau (Group Head of Distribution, AAR Insurance ) to break down the mechanics of the newly structured FAARMILY Suite. We dive into how automated AI claims adjudication is capping premium inflation, the extension of senior health cover entry up to age 80, and how the insur...

In this episode, recorded on June 16, 2026, we sit down with the tax and legal consulting team from Ushuru : Beatrice Njeri , Eddah Nyamweya , Derrick Muchoki , and Valentine Gaya, to break down essential best practices for individual and corporate tax submissions. We dive into the realities of real-time E-TIMS validation under Section 23A of the Tax Procedures Act, expose common bank statement ex...

In this episode, recorded on June 4, 2026, we are joined by Centum Investment Company Group CEO, James Mworia , to unpack the three strategic evolutionary phases of Centum since 2009, the interplay between its real estate and private equity portfolios, and how the company successfully retired its holding company debt to enter a harvesting phase dedicated to driving sustainable shareholder value. S...

In this episode recorded on May 19, 2026, we are joined by Brenda Mbathi, CEO of TRIFIC SEZ , and Pius Muchiri , MD of Nabo Capital , as we unpack the structure, strategy, and investment opportunity behind the green-focused I-REIT. Show Notes 00:00:00 Introduction 00:01:30 Broad Overview of TRIFIC 00:04:02 Why a Dollar-Denominated I-REIT 00:08:39 Use of Funds, REIT Structure, and Offer Size 00:18:...

In this episode recorded on May 12, 2026, we are joined by Car & General (C&G) Chief Executive Officer, Vijay Gidoomal, to unpack the group's FY25 financial performance, the rebound of the boda-boda sector across Kenya and Tanzania, and how the business is navigating EV disruptions and leveraging artificial intelligence to build a competitive moat. Show Notes 00:00:00 Introduction 00:01:17 Busines...

In this episode recorded on May 5, 2026, we are joined by DelMonte Kenya Managing Director, Wayne Cook, as we unpack the company’s 60-year history in Kenya, its KES 100B economic footprint, vertically integrated export model, and its ongoing community relations and sustainability interventions. Show Notes 00:00:00 Introduction 00:04:04 History of Del Monte Kenya 00:08:14 Del Monte’s Business Model...

In this episode recorded on April 30, 2026, we are joined by SanlamAllianz Life Kenya CEO, Jacqueline Karasha , as we unpack the group’s recent corporate restructuring, FY2025 financial performance, and the strategic opportunities within Kenya’s life insurance and digital pension markets. Show Notes 00:00:00 Introduction 00:05:15 New Group Structure 00:07:53 Uptake of Life Insurance 00:12:24 Embed...

In this episode recorded on April 29, 2026, we are joined by economist Stephanie Kimani and the Institute for Public Finance (IPF) team of Dr. Peter Nguhiu, Veronica Ndegwa , and Martin Kabaya , to unpack the credibility of Kenya's budget, the structural constraints of debt service, and the sustainability of health and social protection financing. Show Notes 00:00:00 Introduction 00:03:16 Budget C...

In this episode recorded on May 6, 2026, we are joined by I&M Bank Group CFO, David Ngata, and SIB Director, Laban Githuki , as we unpack the bank’s KES 20B Medium-Term Note (MTN) programme, its pricing rationale, and capital optimization strategy. Show Notes 00:00:00 Introduction 00:01:33 I&M Bank’s Balance Sheet 00:03:32 Basics of an MTN 00:10:16 Offer Terms and Dates 00:12:41 Minimum Investment...

In this episode recorded on March 25, 2026, we are joined by the OECD ’s Competition Expert, Said Kechida, and the Competition Authority of Kenya ’s Director of Policy and Research, Dr. Adano Wario, to unpack competition law enforcement in Kenya and the key lessons from the OECD peer review. Show Notes 00:00:20 What CAK Does 00:08:04 OECD Peer Review Overview 00:10:39 CAK Policy and Research 00:13...

In this episode recorded on April 15, 2026, we are joined by Stanbic Uganda ’s CEO, Mumba Kalifungwa , to unpack the bank's strategic market positioning, financial health, and its role within Uganda's broader economic landscape. Show Notes 00:00:00 Introduction 00:03:41 Economy and the Banking Landscape 00:05:28 Stanbic Uganda’s Structure 00:09:11 Strategy and Growth Priorities 00:16:20 What Makes...

In this episode recorded on April 8, 2026, and in partnership with FLLoCA , we discuss climate finance in Kenya. Our guests: — Senator Moses Kajwang’ - Homa Bay County — Peter Odhengo , National Treasury Host: Ramah Nyang Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:04:45 What Is FLLoCA 00:08:41 Climate Mitigation and Adaptation 00:11:51 Locally Led Soluti...

In this episode recorded on March 31, 2026, and hosted by Terryanne Chebet , we are joined by SBM Bank ’s Magdalene Mwende and Duncan Kiberu to unpack financial literacy for Kenya’s next generation. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:04:42 Starting Financial Literacy Early 00:16:06 Debunking Kenyan Money Myths 00:23:40 Teaching Financial Literacy...

In this episode recorded on March 26, 2026, we break down I&M Holdings FY2025 results with the CFO, David Ngata. We unpack earnings drivers, balance sheet shifts, subsidiary performance, and outlook heading into 2026 Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:30 FY 2025 Highlights and Restatement of 2024 Financials 00:08:13 Interest Income, Customer D...

In this episode recorded on March 19, 2026, and hosted by Ramah Nyang , we unpack Kenya’s debt situation. Our panelists: * Churchill Ogutu - Economist, IC Group * Benard Njiri - Senior Research Analyst, IPF * Stellar Swakei - Senior Research Analyst, Kingdom Securities Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:33 The Debt Transparency Problem and Why...

In this episode, recorded on March 11, 2026, we dissect the FY 2025 results for Stanbic Holdings with the Chief Financial and Value Officer, Dennis Musau . Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:00:47 Group Structure and Strategic Pillars 00:10:48 Top Line and New Loan Pricing 00:16:42 Interest and Non-interest Revenue 00:21:54 Why Invest in Stanbic...

In this episode, recorded on March 4, 2026, we are joined by the Absa Bank Kenya CFO, Yusuf Omari , as we take a deep dive into the bank’s FY 2025 results. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:00:53 What Makes a Good CFO? 00:01:54 Overview of the FY2025 Results 00:03:54 Loan Demand, NPLs, Risk Outlook, and Rate Stability 00:08:38 FX and Non Funded...

In this episode, recorded on February 4, 2026, we deep dive into Kenya’s recent Moody’s rating upgrade with David Rogovic , VP & Senior Credit Officer at Moody's Ratings . Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:27 Methodology in Ratings 00:06:59 Kenya’s Upgrade Explained 00:10:18 FX Reserves, KES Stability, Market Access, and Buybacks 00:16:51 Sec...

In this episode, recorded on February 24, 2026, we dive deep into Ziidi Trader. We break down what it is, how it works, and what it means for investors. Our guests: * Aliya Khanbhai - Head of Wealth and Insurance, Safaricom * Gitau Macharia - Product Owner Wealth Management, Safaricom * Eric Ruenji - Founder and Chairman, Theo Capital Holdings Subscribe to get notified when we make a new post. Sho...

In this episode recorded on January 26, 2026, we break down what lies ahead for markets and the economy in 2026. Guests:— Churchill Ogutu - Economist, IC Group — Stephanie Kimani - Economist— Stellar Swakei - Senior Research Analyst, Kingdom Securities Limited Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:25 2025 Macro Highlights 00:10:15 IMF Programs, C...

In this episode recorded on February 3, 2026, we host Risper Genga , Group CFO at EABL , for a discussion on the company’s H1 FY26 results and the key drivers behind its sales and profitability. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:10 Sales Growth, Consumer Trends, and Regional Performance 00:11:27 Volume-Price Mix, Margins, and Cost 00:16:30 Ta...

In this episode recorded on February 9, 2026, we host the Kenya Pipeline Company (KPC) Managing Director, Joe Sang , and Faida Investment Bank’s, Dr. Belgrad Kenne , to break down the KPC IPO and discuss its implications to investors. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:05:04 KPC Overview 00:11:31 KPC’s Business Model & Financials 00:17:34 The Rol...

In this episode recorded on January 29, 2026, we are joined by Africa Logistics Properties’ CEO, Raghav Gandhi, as we explore industrial REITs and what the ALP Industrial REIT restricted offer means for investors. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:06:03 Industrial REITs and their Benefits 00:12:23 The ALP Industrial REIT Offering 00:16:40 Regula...

In this episode recorded on January 22, 2026, and hosted by Joseph Mwaniki , we are joined by Caine Wanjau , CEO of DigiTax , for a conversation on reverse invoicing through eTIMS and its implications for businesses and taxpayers. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:04:42 Reverse Invoicing and Buyer-Initiated Invoicing 00:09:21 Challenges Addresse...

In this episode recorded on November 13, 2025, and hosted by Joseph Mwaniki , we discuss KRA’s new tax validation rules starting Jan 1, 2026. Guests:— Josephine Mugure , Chief Manager, Policy & Tax Advisory— Hakamba Wangwe , Chief Manager, eTIMS— Agnes Gitau , Manager, Tax, Andersen Kenya Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:48 Legal Framework a...