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.
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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 Securitization, Domestic Borrowing, and Revenue Risks
00:25:16 Outlook and Key Risks
00:29:04 How does Kenya compare to Peers on Debt Distress?
00:32:09 Public Private Partnerships and the Macro-Micro Divide
00:37:31 ESG Scores and Ratings Withdrawal
00:41:24 Key Takeaways and Closing Remarks
