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.
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Show Notes
00:00:00: Introduction
00:00:58: What it takes to be an analyst
00:02:55: EFG Hermes’ business structure
00: 04:51: SSA banks’ performance
00:07:00: Trends in mobile money and digital money regulation
00:17:38: How banks make money
00:22:03: Banks’ huge profits and their loan provisions
00:29:13: Desegregation of mobile money and telcos
00:36:30: Fintechs
00:43:32: Outlook on banks and key analysis ratios
00:48:41: Bank regulations across Africa
00:54:07: Risk-based lending
00:56:13: Trends in fintech, mobile money, and neo-banks
00:59:38: Working at EFG Hermes
01:04:24: Resources and book recommendations
Episode 22: EFG Hermes