The Mwango Capital Podcast

In this episode, we host the Car and General CEO Vijay Gidoomal to discuss the firm’s FY ‘22 results, the impact of demurrage charges on its profitability, and expectations for FY ‘23. We also cover the forex challenges and availability of dollars, capital allocation and dividend payout, and EV infrastructure in Kenya. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduc...

In this episode, we host Cytonn Investments’ CEO, Edwin Dande , to discuss the court’s recent liquidation and preservation orders on the CHYS and CPN funds. We also cover real estate project financing and the order of cashflows, what went wrong with their model, and the options available to investors going forward. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction...

In this episode, we host Centum CEO James Mworia to discuss their decision to put aside their plan to sell their shares in Sidian Bank to Nigeria's Access Bank. He also provides an update on the Centum Share buyback program and an outlook for Centum going forward. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:00:23 What Went Wrong? 00:05:02 What next for Si...

In this episode co-hosted by Alex Mwanzo , we host the KenGen team of Auma Nyambala - Business Process Improvement Manager, David Muthike - GM Strategy and Innovation, Paul Wambugu - Innovation Manager, and FrankDavidPR - Communications Manager to discuss the firm’s business. We also cover KenGen’s move to electric vehicles, renewable energy, green infrastructure, and the firm’s future outlook. Su...

In this episode hosted by Joy Doreen Biira , we are joined by Leonard Kareko , MD Dow Chemicals EA, to discuss science, innovation, and collaboration for universal well-being. We also discuss promising technology advancements across Africa, merging the circular economy with sustainability, and Dow Chemicals’ future outlook. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Int...

In this episode hosted by Mark Masai , we are joined by Deji Lana , CTO and Co-Founder at SeamlessHR , and Chelagat Muigei , Chief Growth Officer at YusudiAfrica , to discuss the intersection of the HR function and tech. We also discuss outsourced vs internal HR services, automating the HR process, and managing a remote workforce. Subscribe to get notified when we make a new post. Show Notes 00:00...

In this episode hosted by Ramah Nyang , we are joined by Prof. XN Iraki - Economist at the University of Nairobi, Dr Lucy Muthoni - Mathematics and Actuarial Science Senior Lecturer at Strathmore University, Dickson Magecha - Executive Director, Africa FX Trading at Standard Chartered Bank DIFC, and Ken Opalo - Political Scientist at Georgetown University's Walsh School of Foreign Service to discu...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we are joined by Solomon Kariuki - Research Analyst at AIB-AXYS Africa and Ronak Gadhia - Director, Frontier Banks at EFG Hermes as we look at Kenyan banks' first half of 2022 results. We also discuss the key aspects of bank financials to pay attention to, the aggressive expansio...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode in partnership with EFG Hermes Kenya and hosted by Joy Doreen Biira , we are joined by Lilian Olubi - EFG Hermes Nigeria CEO, Diane Karusisi - Bank of Kigali CEO, Phyllis Wakiaga - Industrialization Expert, and Rosie Ngure - Sustainability, ESG, and Impact Independent Consultant. We ta...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we are joined by Adam Fitz - Regional Manager Camco Clean Energy , George Aluru - Chairperson ESAK and MD Ecoener Kenya, and Abubakar Ali - CFO Gulf Power to discuss Independent Power Producers (IPPs). We also discuss the key players in Kenya’s power sector, setting up and funding of...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we are joined by Charlie Robertson - Global Chief Economist at Renaissance Capital , and Martin Mwirigi - Sovereign Debt Analyst at Standard Investment Bank to discuss Eurobonds. We also discuss how to invest in Eurobonds, the process of issuing a Eurobond by a country, and the crowdi...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode hosted by Ramah Nyang , we are joined by NCBA Bank CEO and Kenya Bankers Association Chairman, John Gachora , on a discussion on the dollar shortage the country is currently facing. Mucai Kunyiha , Chairman of the Kenya Association of Manufacturers , also joins us to share the perspect...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we host Centum CEO James Mworia to discuss the firm’s sale of its 83.4% stake in Sidian Bank to Access Bank . We discuss the performance of the investment, what informed the exit, Centum’s capital allocation strategy, the depressed share price, and GEM’s investment in Centum RE. Subsc...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we host Geoffrey Odundo - CEO at the NSE , Tim Staermose - Founder African Lions Fund, Kevin Ngige - Equities trader at Genghis Capital, and Johnson Nderi - Corporate Finance & Advisory at ABC Capital on a discussion on how to revitalize the NSE. We also cover the performance of the K...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, in partnership with Market Map , we are joined by Sunil Sanger - MD Orion Advisory Services, Churchill Ogutu - Economist IC Group, and Kasiva Mutisya - Fixed Income Analyst as we deep dive into the East African bond markets. We discuss the details of investing in a government bond, tr...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, our host, Soud Hyder , is joined by Phares Kariuki - CEO Pure Infrastructure Limited , Eunice Kariuki - ICT Consultant, Wayne Gakuo - Google Developer Expert for Angular , and Conrad Akunga - Founder Innova, to discuss the scramble for tech talent in light of the arrival of Microsoft,...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we dive deep into Safaricom’s FY 2022 results. We are joined by Silha Rasugu - Associate VP at EFG Hermes , Lisa Kimathi - Senior Associate at Standard Investment Bank , Kalkidan Mulugeta - CoFounder & Commercial Lead at ClearSkies Technology , and Willis Owiti - an engineer and self-...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we are joined by investigative journalist David Hundeyin to discuss his exposé; Flutterwave: The African Unicorn Built On Quicksand . We also discuss his career background, protection of sources, and holding companies accountable. Subscribe to get notified when we make a new post. Sho...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode of Mwango Uncensored held in conjunction with Africa Uncensored , we host International Budget Partnership Country Manager Dr. Abraham Rugo and Economist and University Lecturer Tony Gitonga on a discussion on understanding inflation. We also cover taxation, economic policy coordinatio...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we dive deep into the FY 2021 BK Group earnings with CFO Nathalie Mpaka . We also discuss the Bank's tech strategy and positioning in the digital space with Chief Digital Officer Obinna Ukwuani . Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:05...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode hosted by Ramah Nyang , we are joined by IEA Kenya CEO Kwame Owino , KeBudgetTalk Co-Founder Jossie Nyamai , Phoebe Njoga - Manager at Andersen , and Nikhil Hira - Partner at Kody Africa LLP. We break down the 2022/23 budget and hold in-depth discussions on the unresolved supplier debt...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we host the Car and General CEO Vijay Gidoomal on a discussion about the NSE-listed firm's beginnings, its current business ventures, and its outlook on the future. We also discuss the factors the company considers before entering a market, its recently launched helmet-manufacturing b...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode hosted by Janet Machuka and Kwame Owino , we are joined by Boniface Kamiti and Mugambi M'Mutegi from the Competition Authority of Kenya and Alice Kemunto , the Executive Director at the Consumer Grassroots Association . We discuss the challenges faced in consumer rights protection, the...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we are joined by EFG Hermes’ Managing Director - Head of Frontier Research Kato Mukuru and Associate VP - Utilities, Telcom, Oil, and Gas Silha Rasugu . We discuss banks’ performance in Sub-Saharan Africa, trends in mobile money, and regulation of digital money in Africa. Subscribe to...

Welcome to the Mwango Capital Podcast where we discuss topical issues on African capital markets. In this episode, we host Equiti Brokerage CEO Brian Myers for a deep dive on online trading and opportunities available in Kenya and global markets. We also discuss financial literacy, how to start out in investing, and the gender gap in investing. Subscribe to get notified when we make a new post. Sh...