The best bets as of now are:
1. Banks especially ones that deal with SMEs & Agriculturals & that saw a leap in their forex income in q1. Also ones whose recoveries ratio was or is up (Equity Bank).
2. TPS, due to weakening of the shilling & strengthening of the rand, Kenya is now deemed a cheaper tourist destination as compared to SA one of our strongest competitors.
3. Though govt has subsidized fertilizer & International tea & coffee prices are up, we don't deal in value addition & have no control on imported machineries & other oil based inputs prices thus a dilution of sorts in income of most of the Agriculturals even though the shilling is weak.
4. As for KPLC & or KQ they might be good hedging shares but KPLC has a political effect as election is beckoning & power prices is/will be an issue while with KQ it might go either way as all will be determined by the international oil prices in the near future.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary