wazua Sat, Nov 30, 2024
Welcome Guest Search | Active Topics | Log In | Register

27 Pages«<56789>»
CBK MPC Meet!!!
Options
Previous Topic · Next Topic
QW25091985
#121 Posted : Tuesday, June 05, 2012 10:54:56 AM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
Sufficiently Philanga....thropic wrote:
Borrowers holding their breathe for QE, savers would only which for the opposite!
Currently a savers market!



are you a mkikuyu ? just asking . LOL !
Back to top
 Report Abusive | Report SPAM
GGK
#122 Posted : Tuesday, June 05, 2012 2:41:30 PM
Rank: Member


Joined: 11/21/2006
Posts: 608
Location: Ruiru
Any smoke[white] from haile selassie?
"..I am because we are. "― Ubuntu, Umtu,
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#123 Posted : Tuesday, June 05, 2012 2:47:38 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Back to top
 Report Abusive | Report SPAM
holycow
#124 Posted : Tuesday, June 05, 2012 5:39:59 PM
Rank: Veteran


Joined: 11/11/2006
Posts: 971
Location: Home
Back to top
 Report Abusive | Report SPAM | Edit by user: Tuesday, June 05, 2012 6:47 PM | Reason: Not specified
cnn
#125 Posted : Tuesday, June 05, 2012 5:40:20 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
GGK wrote:
Any smoke[white] from haile selassie?

CBR held steady at 18%.
Back to top
 Report Abusive | Report SPAM
kyt
#126 Posted : Tuesday, June 05, 2012 6:51:26 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
i think these guys should admit that they are clueless and move out.
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
Back to top
 Report Abusive | Report SPAM
hisah
#127 Posted : Tuesday, June 05, 2012 7:07:55 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
kyt wrote:
i think these guys should admit that they are clueless and move out.

Not clueless, just stuck between a rock & a hard place. Ponzinomics is getting tough globally smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM
the deal
#128 Posted : Tuesday, June 05, 2012 8:19:53 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
kyt wrote:
i think these guys should admit that they are clueless and move out.

Not clueless, just stuck between a rock & a hard place. Ponzinomics is getting tough globally smile

It sucks to be a governor of any central bank right now....smile
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#129 Posted : Wednesday, June 06, 2012 8:36:12 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#130 Posted : Wednesday, June 06, 2012 9:01:41 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
QW25091985 wrote:
Sufficiently Philanga....thropic wrote:
Borrowers holding their breathe for QE, savers would only which for the opposite!
Currently a savers market!



are you a mkikuyu ? just asking . LOL !

Haiya! Blame it on my Pre-unit teasher! smile
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#131 Posted : Wednesday, June 06, 2012 9:03:25 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
mwekez@ji wrote:
Auctions for >5 yr papers coming soon. Read CBK MPC introducing longer tenor Term Auction Deposits as an additional instrument for liquidity management

More options for savers!
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
GenghisCapitalLtd
#132 Posted : Tuesday, June 26, 2012 11:10:07 AM

Rank: Bona-fide


Joined: 11/2/2011
Posts: 191
Location: Nairobi
Date has been set for the 10th July. Inflation looks to continue its downward trend with oil prices hitting USD91 and expectation of the Murban following these international prices (we expect the Murban to be USD103-107 at close of June), improved weather conditions thus declining food component pressure on CPI. Non-food, non-fuel increased in May 2012 to a touch above 10% - determining factor.

On the FX front, CBK has enough ammunition with increase of FX reserves. Regulator has stayed out of the market in 3 out of 5 days last week, expect increased activity from the regulator this week with anticipated increase in importer's demand.

Are we going to finally see a cut like we saw in Uganda this past meeting? What are your thoughts on it?
Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
Back to top
WWW
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#133 Posted : Tuesday, June 26, 2012 4:09:00 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
I think they should hold the CBR at 18%. Thou reduction of crude is good news as it reduces imported inflation, the political & economic factors would favour higher rather than lower interest rates. We should be concerned with the fiscal side to influence the bop position first and the monetary policies will just fit in!
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
hisah
#134 Posted : Tuesday, June 26, 2012 4:28:24 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
As long as CBK needs to be selling USD to strengthen KES, I expect CBR to remain sky high. In May KES started weakening showing the threat remains alive.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#135 Posted : Friday, June 29, 2012 5:31:04 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
with June inflation having fallen sharply to 10.05% from 12.22% in May 2012, a period of monetary easing is in the offing

http://www.knbs.or.ke/cpi/cpi062012.pdf
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#136 Posted : Friday, June 29, 2012 8:12:06 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Kenya's economy slows to 3.5pc in first quarter

http://www.businessdailyafrica....4/-/arl3ymz/-/index.html
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#137 Posted : Friday, June 29, 2012 8:13:49 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Kenya growth and inflation down, rates may be next

http://af.reuters.com/article/k...ws/idAFL6E8HT5WE20120629
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#138 Posted : Friday, June 29, 2012 9:22:42 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Hold CBR @18% some more. Let the feed-through preceed. Personally, easing as from Q4 will do. Cut based on banked longrains harvests & energy reliefs in the comfort of short rains.
Back to top
 Report Abusive | Report SPAM
hisah
#139 Posted : Friday, June 29, 2012 11:37:21 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mwekez@ji wrote:
Kenya's economy slows to 3.5pc in first quarter

http://www.businessdailyafrica....4/-/arl3ymz/-/index.html

But stocks have ignored the fundies. Cool smile Divergence has a nasty way of converging...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
 Report Abusive | Report SPAM
guru267
#140 Posted : Saturday, June 30, 2012 7:06:39 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
mwekez@ji wrote:
Kenya's economy slows to 3.5pc in first quarter

http://www.businessdailyafrica....4/-/arl3ymz/-/index.html

But stocks have ignored the fundies. Cool smile Divergence has a nasty way of converging...


@hisah i thought the market was reflecting the poor macro situation... Many Stocks are trading at single digit P/Es & below their tangible book value.. What more do you want as a rational investor??

Growth of 3.5% is still POSITIVE growth.. In these economic hard times (CBR @ 18%) any growth is welcome...

despite only 1.7% growth in 2008 & 2.1% growth in 2009 corporates still managed positive growth in earnings so @ 3.5% i still expect double digit growth in EPS from corporates in 2012..

inotherwords the fundies are not great but still worthwhile for investing...




Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM | Edit by user: Saturday, June 30, 2012 7:09 AM | Reason: Not specified
Users browsing this topic
Guest
27 Pages«<56789>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2024 Wazua.co.ke. All Rights Reserved.