In this episode of the Kenyan Wallstreet Podcast, our Resident Economist Prince Muraguri holds an insightful discussion with two economists from Renaissance Capital: Charles Robertson (Global Chief Economist) and Yvonne Mhango (Head of Research – Sub-Saharan Africa; Sub-Saharan Africa Economist).
In this episode, you’ll discover:
03:50: Africa has been less vulnerable to COVID-19 due to age dynamics.
08:28: East African countries perform well in the Renaissance Capital’s composite resilience score ranking.
12:41: Higher bond yields in emerging economies in the new decade will likely attract investors to emerging markets.
17:10: Kenya’s GDP projected to grow at 1.5%.
20:15: The link between fertility rates and domestic borrowing rates.
26:14: Kenya’s trade balance dynamics.
29:37:The U.S. Presidential election and the KSH/USD exchange rate.
33:25: More on the Kenyan Shilling – is it misaligned from fair value?
35:43: Key take-aways from the macro panel discussion at the 6th Annual Virtual East Africa Investor Conference.
Notes
Learn more about Renaissance Capital on their website
Connect with Charles Robertson on Twitter
Connect with Yvonne Mhango on Twitter
READ; Airtel to Keep Growing Despite Cancelled Merger Plans – Citi Analysts
