NSE Posts First Five-Day Losing Week Since March 2025
The NSE ended the week of Feb 20, 2026 lower in all five sessions, its first full weekly decline since March 2025. The market shed KSh 107.47Bn after a record rally the prior week, yet 14 stocks hit new 52-week, multi-year, and all-time highs, highlighting sharp internal divergence.
Kenya Escalates Drought Interventions
This suggests that while drought risks are mounting in vulnerable counties, broader inflation pressures remain contained at the national level
NSSF's Billions Tied Up in Dozens of Land, Tax Disputes
The National Social Security Fund (NSSF) sits at the centre of dozens of unresolved court cases and arbitrations that together run into the tens of billions of shillingsKenyan Companies Strike Delicate Balance on Higher Costs, Lower Sales- Stanbic PMI
The divergence between rising operating expenses and modest output price increases points to a tightening of corporate margins.Crested Uganda Pegs Kenya Pipeline's IPO Fair Value at KSh 4.61 Ahead of Offer Close
Uganda's Crested has valued the Kenya Pipeline Company IPO at KSh 4.61 per share, warning of a 49% downside to the KSh 9.00 offer price as the subscription period nears close. The valuation aligns with Old Mutual Uganda’s earlier call and is based on a blended DCF and peer-multiple analysis, factoring in KPC’s heavy capex plan and modest 3.9% dividend yield at the offer price.Sasini Shares Jump 59% on KSh 7.9bn Land Sale
Sasini shares have surged about 59% in six trading sessions, closing at KSh 32.00 on Friday, February 13, from KSh 20.10 on February 5, after its FY2025 annual report disclosed an agreed KSh 7.9 billion sale of the Gulmarg Division in Mweiga Estates, Kiambu CountyKenya's Seven Months Tax Revenues Up 7.4% to KSh 1.34 Trillion
Kenya’s tax revenues rose 7.4% year on year to KSh 1.34 trillion by January 2026, equal to 51% of the FY25/26 Treasury target and below historical seasonal norms. January collections increased 3.0% year on year to KSh 183.1 billion but fell 27.2% from December due to post-holiday seasonality. The shortfall has been offset by heavier domestic borrowing, which reached KSh 732.6 billion by end-January, while external financing remained constrained.Kenya Remittances Fall in January After 2025 Highs
Kenya’s diaspora remittances eased at the start of 2026, falling 3.8 percent year on year to KSh 53.1 billion (US$ 411.3 million) in January and declining 5.5 percent from December after a strong fourth quarter. Despite the dip, inflows over the last 12 months rose 1.2 percent to KSh 648.0 billion (US$ 5.02 billion). In 2025, remittances hit a record KSh 649.7 billion and covered about 40 percent of the country’s goods trade deficit, underscoring their role as a key source of foreign exchange and external stability.Investor Wealth on the NSE Grows by KSh 220bn in a Week, Highest on Record
Investor wealth at the Nairobi Securities Exchange has surged as a broad-based rally pushed market value and indices to record highs. The market has added about KSh 475bn so far in 2026, with the latest week delivering the strongest weekly wealth gain since 2008. Multiple indices closed at all-time or multi-year highs, while 21 stocks broke new peaks across banks, telecoms, utilities, and industrials. Gains were led by large, liquid counters, valuations remain moderate, and prices advanced despite continued foreign outflows, pointing to a locally driven re-rating phase.Ziidi Trader Drives NSE Deals to Record Highs
Trading at the Nairobi Securities Exchange has shifted to a higher baseline after Safaricom’s Ziidi Trader rollout. Equity deals rose from a prior 4,000–7,800 range to repeated records above 20,000, including a peak of 25,773. Ziidi accounted for about 59% of trades on peak days while contributing about 4% of turnover, pointing to retail-led, small-ticket activity. Liquidity stayed firm with four straight KSh 1bn-plus sessions, WoW gains of 81% in volumes and 54% in turnover, and slower foreign outflows, confirming a structural change in participation.Ziidi Trader Drives Record NSE Trades and Back-to-back KSh 1bn Days
Trading at the Nairobi Securities Exchange has reached historic levels after the rollout of Safaricom’s Ziidi Trader. Equity deals settled at a record 25,700 on 11 February, up sharply from the usual 4,000–7,800 range seen before the pilot began on 5 February. Turnover topped KSh 2.44 billion on 10 February and KSh 1.83 billion on 11 February, only the second back-to-back KSh 1 billion streak this year. Foreign investors were net buyers, NASI hit a new high of 209.65, and heavy activity centred on Safaricom and Kenya Power as retail participation widened.Why Kenya's Investment Case Stands Above its African Peers
Kenya’s advantage is not built on a single sector or one reform, but steady progress across the investment cycle.
