




Kuza Asset Management
1K posts

@Kuza_Asset
Kuza Asset Management is a Kenyan Fund Manager licensed by both the Retirement Benefits Authority (RBA) and the Capital Markets Authority (CMA).


































Kenya's inflation rose sharply to 5.6% in April from 4.4% in March, hitting a two year high. This exceeds Central Bank's inflation target of 5%. Higher inflation has negative impact on stocks. With rising inflation and declining Forex reserves, it could trigger increased pressure on the USD/KES exchange rate in the upcoming months and the shilling could slid/weaken to 135 against the dollar. If inflation persists above 5%, we anticipate that CBK may come into the market in FY2026/2027 to sell bonds with higher yields and squeeze liquidity in the market. As a result investors will rotate capital from NSE to bonds to chase higher bond yields. Keep a close eye on inflation, Forex reserves, USD/KES exchange rate and bond yields. Full @KNBStats report: knbs.or.ke/wp-content/upl… @NSE_Investors @mytradesignals @wiseshilling @EACinvestor @watesh @andrewnjiraini @alykhansatchu @kahome_steve @WillisOwiti @coldtusker @S_Mukoma @JuliusOnStocks @LevelQue @GEORGEMORGAN_01 @JohnHiuhu @StocksMarket_ke @ChiboliS @davidwagikuyu @mwesigwa18 @mcubedto @bosikomoja @ResidentSiaya @VickWealthHQ @madkiqofficial @Vickyjr @kippyt__ @cleuveschahasi @FarmingCareer @Macr0_Nerd @wrightXcapital @InvestorsClave @PesaWall @tradingroomke @HerbertKinyua1 @moneydiarykenya @alichalala @FunOnXx @StellarSwakei @mtucreativity @Jayriq @AmbokoJH

