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
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Show Notes
00:00:00 Introduction
00:01:25 2025 Macro Highlights
00:10:15 IMF Programs, China Debt, and Liability Management
00:14:57 Corporate Borrowing and MSME Access to Finance
00:18:19 Debt, Securitization, Equity Markets, and the NSE Rally
00:32:53 Domestic Debt, External Borrowing, and Crowding Out
00:38:49 The Budget Cycle
00:45:57 FX and Interest Rates
00:50:02 Kenya Pipeline IPO and Gov’t’s Sale of Safaricom Stake
01:02:05 Closing Remarks
