The Mwango Capital Podcast

In this episode recorded on 08.02.2024, we are joined by Toddy Thairu - Director and Lead Consultant, Astute Consulting and Zach Munyi - Head of Public Policy, East African Breweries PLC for a discussion about the implications of the 2023 Finance Act amendments on excise duty. We also cover how Kenya compares to the rest of the East African region, excise duty changes in the Finance Act 2023, and...

In this episode recorded on 22.01.2024, we are joined by Churchill Ogutu - Economist, IC Group and Julians Amboko - Business Journalist, Nation Media Group for a discussion on the latest IMF report on Kenya. We also cover the Medium-Term Revenue Strategy (MTRS), broadening the tax base, currency depreciation, and Eurobonds. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Int...

In this episode recorded on 19.12.2023, we are joined by the Kenya Power team of Rosemary Oduor - GM, Commercial Services & Sales and Raphael Ndolo - Ag. GM, Network Management to better understand Kenya's electricity value chain. We also cover electricity generation, power demand, blackouts, IPPs, compensation for damage, and carbon trading. Subscribe to get notified when we make a new post. Show...

In this episode recorded on 20.12.2023, we are joined by Dr. Priscilla Njako - Manager - Competition Authority of Kenya (CAK), Willy Kimani - Director, RETRAK Kenya , and Ishmail Bett - CEO, Association of Kenya Suppliers for an in-depth discussion on buyer power and its potential abuse. We also cover the role of the Competition Authority of Kenya, the recent KES 1.1B penalty meted out to Carrefou...

In this episode recorded on 30.11.2023, we are joined by Ronak Gadhia , Managing Director, Banks at EFG Hermes Kenya , as we take a deep dive into the Kenyan Banks' Q3 2023 results. We also cover the Kenyan debt situation, subsidiary performance, dividend expectations, and the creation of bad banks to deal with non-performing loans. Subscribe to get notified when we make a new post. Show Notes 00:...

In this episode recorded on 22.11.2023 and hosted by Joe Mwaniki , we are joined by Ernest Muriu - Audit Partner, Ernest & Martin Associates and Hakamba Wangwe - Chief Manager eTIMS, KRA for a conversation on the implications of the mandatory eTIMS registration. We also cover turnover tax registration, exemptions from electronic tax invoices, implications of failing to onboard on eTIMS, and capaci...

In this episode recorded on 10.08.2023, we are joined by Tim Staermose - Founder, African Lions Fund as we explore investing in equities in Tanzania. We discuss the structure of the Tanzanian market, finding investors, moving funds across jurisdictions, and the Africa Lions Fund’s performance. Below are some nuggets from the podcast: “The beauty of funds management is that it is very scalable. Tho...

In this episode recorded on 17.08.2023, we are joined by James Muraguri - CEO, Institute of Public Finance as we seek to understand Kenya's budget-making process and how to participate in it. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:02:14 Institute of Public Finance  00:05:45 Overview of the Budget Process 00:23:15 Is The Budget Process Short-Term Orie...

In this episode recorded on 28.11.2023, our guest host, Mark Masai , is joined by Florence Nyokabi - MD Human Resources, Stanchart West Africa and Oscar Nganga - Enterprise Sales Manager, SeamlessHR (East Africa) in a conversation on how you can attract the best talent. We also cover the value of seeking talent globally, automation in recruitment, legal and regulatory challenges in international r...

In this episode recorded on 09.11.2023, our guest host, Ramah Nyang , is joined by Wangari Muikia - MD, Expertise Global and Johnson Nderi - Corporate Finance and Advisory Manager, ABC Capital to talk about the state of the Kenyan Economy. We also discuss planning for 2024, public debt, buying back the 2024 Eurobond and the huge debt service. Subscribe to get notified when we make a new post. Show...

In this episode recorded on 13.09.2023, we host Eric Musau - Executive Director, Research at Standard Investment Bank and Ronak Gadhia - Managing Director at EFG Hermes Kenya to dissect Kenyan banks' H1 2023 earnings. We also cover the banks’ non-performing loans, the forex market, and the future outlook. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:56...

In this episode recorded on 28.09.2023, our guest host, Phares Kariuki - Pure Infrastructure CEO, is joined by Moses Kemibaro - Dotsavvy Founder and CEO, Tim Kipchumba - Questworks Co-Founder, and Kennedy Kachwanya - kachwanya.com Tech Mega Trend Analyst on a conversation about the current startup landscape in Kenya. We also cover the trajectory of startups in the last two decades, raising money v...

In this episode recorded on 03.08.2023, we host Nanjira Sambuli - Fellow, Carnegie Endowment for International Peace, Bright Mawudor - Founder, AfricaHackOn , and Tyrus Kamau - a cybersecurity consultant to explore Kenya's cybersecurity posture. We also cover the recent DDoS attacks that paralyzed critical infrastructure, the role of various institutions in cybersecurity, and the basic steps indiv...

In this episode recorded on 05.09.2023 and hosted by Rhina Namsia , we are joined by Tom Coleman - Informa Markets’ Exhibition Director and Cynthia Makarutse - Informa Markets’ Conference Director on a discussion about Medic East Africa , redefining healthcare delivery in the region, and the upcoming Healthcare East Africa 2.0 Summit. Subscribe to get notified when we make a new post. Show Notes 0...

In this episode recorded on 28.07.2023, we host the Centum Group CEO, Dr. James Mworia , to discuss the Group’s FY 2023 results. We also cover capital allocation, the Two Rivers’ pivot, payroll lending through Jafari, and opportunities in the current economic environment. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:00:49 ESG Report 00:02:03 Centum’s Busin...

In this episode recorded on 21.06.2023, we host Dorcas Mugambi , the Head of Trade Finance at Co-operative Bank, to discuss the business financing solutions that the bank offers, requirements to qualify for trade financing, challenges faced in accessing financing, and the sectors that the bank covers. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:04:19 Trad...

In this episode recorded on 04.05.2023, we hosted the WPP-Scangroup CEO, Patricia Ithau , to discuss her career journey and the lessons she has picked. We also covered WPP-Scangroup’s business model and performance, sourcing new clients, measuring campaign performance, and staying relevant in the age of social influencers. Subscribe to get notified when we make a new post. Show Notes 00:58:00 Care...

In this episode, we host Lawrence Kimathi, Kenya Commercial Bank’s Group CFO, to discuss the Group’s Q1 2023 financial results. We cover the 98% increase in loan loss provisions, deceleration in investment in government securities, the performance of the Group’s subsidiaries, and the Group’s Q2 outlook. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Highlights 00:01:08 Loan...

In this episode recorded on 20.04.2023, we hosted Jackson Muli, the principal officer at Kenya Orient Life Assurance , to discuss the company’s business and future prospects. We also covered the basics of insurance and assurance, the implementation of the new NSSF Act, the impact of IFRS 17 on the insurance business, and investments. Subscribe to get notified when we make a new post. Show Notes 00...

In this episode recorded on 27.04.2023, we host Mark Bohlund , Senior Credit Research Analyst at REDD Intelligence , to discuss Kenya's rising Eurobond yields and the impact on Kenya's bid to raise a Eurobond next year. We also cover the sell-off in the market, the likelihood of defaulting on the upcoming Eurobond payment, and strategies for managing maturing Eurobonds. Subscribe to get notified w...

In this episode recorded on 29.03.2023, we are joined by the Stima Sacco CEO Dr. Hassan Gamaliel and Customer Service Manager Gloria Chaponda to discuss the Sacco’s business model. We also cover joining the Sacco, its scale and solvency, system changes, and handling the resulting challenges. Show Notes 00:00:00 Introduction 00:01:13 History 00:04:41 Size and Scale 00:13:06 System Changes and Commu...

In this episode recorded on 23.02.2023, we are joined by Wambui Mbarire - RETRAK Kenya CEO, Job Wanjohi - KAM Head of Policy Research and Advocacy, Robert Waruiru - ICHIBAN Tax Advisory Founder, and Frida Mbugua - EABL Head of Public Policy. we discuss the impact of rising excise duties. We cover the origin of excise duty, why KRA is falling short on excise stamp sales, the importance of tax regim...

In this episode recorded on 06.03.2023, we host the East African Breweries PLC Group Chief Financial Officer Risper Ohaga to discuss the journey to becoming a CFO. We cover what makes a successful CFO, mentors, getting the right team, and handling uncertainties. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Risper’s Career Journey 00:20:21 CFO vs CEO Role 00:22:56 What Mak...

In this episode hosted by Joy Doreen Biira , we are joined by Ade Yesufu and Maisam Rattansi from Middle East Energy to discuss East Africa's energy transition. We talk about the uptake of renewable energy solutions in the region, sustainability, and the Middle East Energy 2023 conference in Dubai that brought together energy leaders and experts to debate and shape the future of energy. Subscribe...

In this episode, we host Standard Investment Bank ’s Executive Director Nahashon Mungai to discuss the company’s flagship product, MansaX. We also cover risk, portfolio rebalancing, managing losses, and the global economic outlook. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:02:00 SIB’s History 00:04:36 Nahashon’s Career Journey 00:09:00 MansaX 00:16:20 I...