The Mwango Capital Podcast

In this episode recorded on 12.09.2024, we are joined by AAR Insurance ’s CEO, Justine Kosgei , and Head of Distribution, James Kamau , as we explore affordable and flexible insurance solutions for families and businesses. We also cover insurance penetration in the country, their ShwAARi product, implementing cloud Infrastructure and digital transformation to enhance service provision, and their p...

In this episode recorded on 17.09.2024, we are joined by Stanbic Bank’s Asset Management Portfolio Manager Jimmy Karanu , and Head of Asset Management - Christian Mwirigi as we explore wealth creation with Stanbic Asset Management. We also discuss their product offerings, fees, investment allocation, asset classes, and risk management. Subscribe to get notified when we make a new post. Key Quotes...

In this episode recorded on 06.09.2024, our guest host, Terryanne Chebet , is joined by Grace Vihenda - Manager, Innovation and Sustainability at KenyaAirways to discuss the airline’s sustainability efforts through The Aviation Challenge. We also cover the economic and social aspects of sustainability, the cost-benefit analysis of sustainability efforts, and engaging passengers in sustainability....

In this episode recorded 15.08.2024, our guest host, Rhina Namsia , is joined by Wilson Wariari - Chief Investments Officer at ArvoCap Asset Managers and Bill Oloo, CFA - Portfolio Manager at Kuza Asset Management on an insightful discussion on understanding unit trusts and their importance as investment tools. We also explore the risk and return of different unit trust products, the investment de...

In this episode recorded on 22.08.2024, we host NCBA Bank CEO and Kenya Bankers Association Chairman, John Gachora , to discuss the bank’s H1 2024 performance. We cover the current state of the economy, the acquisition of AIG Kenya, regional subsidiaries and expansion into West Africa, the risk-based pricing model, and the impact of Kenya’s credit rating downgrade. Subscribe to get notified when w...

In this episode recorded on 30.07.2024, we explore the challenges and expectations for John Mbadi as Kenya's now Treasury CS, focusing on fiscal strategies, cost-cutting, tax policy, public debt management, and the impact of debt restructuring on financial institutions. The discussion also covers how citizens can hold the government accountable and the importance of transparent and efficient fisca...

In this episode recorded on 10.07.2024, our host, Ramah Nyang , is joined by David Rogovic - VP and Senior Credit Officer at Moody’s , Jared Osoro - Economist and Director of Credit Markets at FSD Africa , and Tom Ogada - Programme Assistant at Okoa Uchumi to breakdown Kenya’s debt situation. We also cover the current fiscal challenges, the diminished capacity for fiscal consolidation, the implica...

In this episode recorded on 09.07.2024, we host the Nairobi Securities Exchange (NSE) CEO, Frank Mwiti , for an in-depth conversation on the state of the exchange. We cover the current state of the securities exchange, market performance in 2024, access to data, listings from the government, the corporate debt market, and his vision for NSE’s future. Subscribe to get notified when we make a new po...

In this episode recorded on 11.07.2024, we host the AAR Insurance CEO, Justine Kosgei , for an in-depth conversation on the firm. We cover the firm’s product offering, insurance penetration in Kenya, affordable health insurance, Social Health Insurance Fund (SHIF), and IFRS 17’s implementation and impact. Subscribe to get notified when we make a new post. Key Quotes On insurance penetration: “Many...

In this episode recorded on 27.06.2024, our host, Ramah Nyang , is joined by Churchill Ogutu - Economist at IC Group , Stellar Swakei - Senior Research Associate at SIB , Oyoo Wycklife - Council Member at Law Society of Kenya , Nikhil Hira - Partner at Koddy Africa LLP to discuss the legal and economic implications of the Finance Bill 2024's rejection. Subscribe to get notified when we make a new...

In this episode recorded on 12.06.2024, our guest host and communications expert, Terryanne Chebet , is joined by the Competition Authority of Kenya ’s Senior Investigations Officer, Prisca Mwanyale , in a conversation on the various strategies and sanctions CAK employs to unmask cartels. We also cover CAK’s role, what cartels are, how CAK chooses the industries to investigate, the cost of collusi...

In this episode recorded on 10.06.2024, our guest host, Julians Amboko from Nation Media Group, is joined by Stephanie Kimani - Economist, Nicholas Kahiro - Tax Manager, Ruth Mwiti - Tax Consultant, and Stellar Swakei - Economic Analyst for a 2024 pre-budget analysis and a discussion about the Finance Bill. We cover the performance of the Finance Act 2023, the government's ambitious revenue target...

In this episode recorded on 23.05.2024, our guest host, Ramah Nyang from Bloomberg Africa is joined by Stellar Swakei - Senior Research Associate at SIB , Kigen Kiplimo - Head of Policy Research at KNCCI , Zach Munyi - Head of Public Policy at EABL , and Job Wanjohi - Head of Policy Research at KAM to unpack the Finance Bill 2024. We cover policy changes that stand out, the impact of the tax propo...

In this episode recorded on 15.05.2024, we are joined by our guest tax experts Ruth Mwiti , Ernest Muriu , and Karambu Muthaura to unpack the Finance Bill 2024. We cover the proposed changes to the Income Tax Act, taxation of infrastructure bonds, motor vehicle circulation tax, VAT, pension and retirement benefits, excise duty, and changes to the Tax Procedures Act. Subscribe to get notified when...

In this episode recorded on 30.05.2024, we host Kuza Asset Management ’s CEO, James Mose, CFA , on the firm’s journey to achieving KES 1B in assets under management. We also cover the firm’s key products, financial literacy training, asset classes they are invested in, regulation, fundraising, and long-term view. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 0...

In this episode recorded on 14.05.2024, we host Nahashon Mungai - Executive Director, Global Markets at Standard Investment Bank to better understand SIB and its product, Mansa-X. We also cover its regulation, the Kenya shilling and USD funds, risk management, management fees, and taxation. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:43 SIB’s Business...

In this episode recorded on 09.05.2024, we are joined by the Competition Authority of Kenya ’s Cecilia Kyenze - Senior Analyst, Policy and Research and Ninette Mwarania - Manager, Policy and Research to discuss the institution's role in enhancing consumer experience with online food delivery platforms. We also cover regulating online food and grocery delivery marketplaces, the duration of market i...

In this episode recorded on 13.03.2024, our guest host, Victoria Rubadiri , is joined by Risper Alaro - Group Finance Director at Centum Investment , Sheilah Birgen - Director at Digital Cooperation Organization, and Mercy Kimani - Managing Director at Dale Carnegie Kenya on a conversation about investing in women. We also cover the differences women make in organizations, overcoming gender bias a...

In this episode recorded on 11.04.2024, our guest host, Rhina Namsia , is joined by Kenya Mortgage Refinance Company (KMRC)’s Finance Manager - Erick Kimanzi Wambua , and Head of Internal Audit - Olive Gitau on a discussion about the path to affordable home ownership. We also cover KMRC’s business model, KMRC’s rates vs bank rates, initiatives in the informal sector, and the impact of the housing...

In this episode recorded on 26.03.2024, we host Lawrence Kimathi , Group Director Finance - KCB , as we break down the bank’s 2023 financial performance. We also cover NBK’s sale, subsidiary performance, dividends, the G2G oil deal, and the bank’s 2024 outlook. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:00 Local vs Multinational Banks 00:04:00 FY23 Re...

In this episode recorded on 25.03.2024, we host Kihara Maina - Regional CEO and Billy Ng'etich - Acting CFO from I&M Group as we break down I&M Group’s 2023 financial performance. We also cover interest income trends in a rising interest rate environment, monetizing digital transactions, risk-based pricing model, unlocking shareholder value, and subsidiary performance. Subscribe to get notified wh...

In this episode recorded on 19.03.2024, we host Yusuf Omari - Finance Director, Absa Bank Kenya , to deep-dive into the bank's FY 2023 results. We also cover FX depreciation, exposure to government securities, risk-based pricing model, the cost of risk, and mark-to-market losses. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:23 Overview of the FY 2023 Re...

In this episode recorded on 29.02.2024, we host Nankunda Katangaza - Co-founder and Director, Hook Tangaza , John Kamau - Associate Director Financial Crime Advisory, PwC EA , and Titus Kariuki Senior Manager Financial Crime Advisory, PwC EA to unpack the repercussions of Kenya's greylisting by The Financial Action Task Force (FATF). We also cover the issues Kenya needs to address to get off the g...

In this episode recorded on 06.03.2024, we host Dennis Musau - Chief Finance & Value Officer, Stanbic Bank to delve into the bank's FY 2023 earnings results. We also cover the loan book, NPLs, participation in the G2G program, the impact of Kenya’s graylisting by FATF, dollar access in the market, SBG Securities’ performance, dividends, and share buybacks. Subscribe to get notified when we make a...

In this episode recorded on 14.02.2024 and hosted by Ramah Nyang - Business Journalist, Bloomberg , we are joined by Julians Amboko - Business Journalist, Nation Media Group and Churchill Ogutu - Economist, IC Group to discuss Kenya's recent Eurobond issuance and buyback. We also cover borrowing from the domestic market vs the international market, issuing Eurobonds at a fixed vs floating rate, an...