There have been reports of a distressed chinese housing market, a troubled Euro zone economy (with banks taking large impairments on government 'riskless' paper) and an american economy looking like its headed into a double-dip recession . . .

We also know that much of formal foreign investment comes via hedge funds and IBs which can afford the luxury of financial and economic research. . .

What reason do we have to expect them to increase their investments in Kenya. In fact, why would they not profit take to prop up their P&L positions in the other markets?