Kasuku

Voracious consumer of information

[Kasuku @EconomicParrot]

@felixprehn AI

[Felix Prehn 🐶 @felixprehn]

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[Kasuku @EconomicParrot]

@olalatech1 @kinjeketile

[Kasuku @EconomicParrot]

@AsadKhalilTheL1 @AmbokoJH @AfDB_Group How is the article misleading? You just said no one can beat KCB and only 7 banks (meaning banks are players, the number not withstanding). The article says, "Banks are beginning to lean more .....". Means they are building up

[Kasuku @EconomicParrot]

Arsenal has really come a long way. From playing the most beautiful football in Premier League no matter the circumstances to playing the shittiest football. Arsene Wenger would cringe, but Mourihno would be proud. #MCIARS

See, they are playing my style 😎 😂

[Kasuku @EconomicParrot]

@Safaricom_Care @SafaricomPLC no Internet on Home Fibre account 11323794

[Kasuku @EconomicParrot]

A budget of 20B to the Ministry of Foreign Affairs and only 48MN for Economic and Commercial diplomacy. And only 144MN for research. How?
What's the work of embassies if Economic diplomacy is not a priority. How do we Centre ourselves geopolitically if we have no research dept?

[Z E N I T H @SwalehAnthony]

@kasiva_mutisya In case there's someone who has not seen it. #RutoMustGo

[Kasuku @EconomicParrot]

I would argue that the infrastructure base needed as building blocks to accelerate growth in both was very different. Last 10years of India has been building that from roads to railways to ports to industrial cities. India has done a lot, and I expect rewards in the next decade.

[Kasuku @EconomicParrot]

@kinjeketile @akams_ @Jasiri_9line @TheMutaD
It's time for Uganda to seek investors to fully revive its Copper mines.
If the regional pension/fund managers were a little ambitious they would seek to co-invest through infrastructure funds. Even 30% stake

https://t.co/VqxzsY1xab

[Kasuku @EconomicParrot]

@Jasiri_9line @akams_ @kinjeketile

In every new iteration of the next industrial revolution, distributed ledgers (cryptos), Cloud computing (data centers) and now AI, one constant is more energy demand.
Investments in energy sources and energy mix not going down soon.

[Oscar 100% @oscar100_x]

How to profit from this? Is it really such a big change in energy demand? Thoughts?

[Kasuku @EconomicParrot]

@kinjeketile @Jasiri_9line investments in R&D.

I have been seeing @kinjeketile post daily of the opportunities we should be tapping into in CM, and utilising of Dongo Kundu but I think to attract maximum capital we need to create am environment that rewards and encourages R&D

[Taylor Ogan @TaylorOgan]

BYD has more people in R&D than the rest of the auto industry outside of China, COMBINED. And we are starting to see what they’ve been up to.

[Kasuku @EconomicParrot]

Interesting thr Coffee Exchange prices give a different story to what is being peddled out here.
Looking forward to this maturing even more.

Standardised Commodity Markets way to go @akams_ @kinjeketile

[︎ ︎ @05BM44]

Yesterday I witnessed sale # 22 of 2023/24 season at 1st floor of Wakulima House. A glimpse of what it looked like.

[Kasuku @EconomicParrot]

@KagutaMuseveni @ahmednasirlaw I hope @StateHouseUg will invest in a presidential library/or museum where the letters & other declassified communacation of H.E Museveni are on display or available to read.
Would make for great linguistic materials for E.A lovers of of history

[Ahmednasir Abdullahi SC @ahmednasirlaw]

H.E @KagutaMuseveni is a SAGE ya East and Central Africa.

[Kasuku @EconomicParrot]

@akams_ @Jasiri_9line

Is this not what our Maasai's practice in pasture grazing but are condemned for not being environmentally friendly.

What we have missed is supporting them with water reservoirs to ensure constant supply.

[Sam Knowlton @samdknowlton]

The Spanish Dehesa is an ancient and resilient agriculture system dating back over 2,000 years.

The Dehesa sweeps across 9 million acres of rolling hills in the Iberian Peninsula, where otherwise marginal land remains abundantly productive and vibrant.

A look at the Dehesa:

[Kasuku @EconomicParrot]

The growth in Non-performing loans and the need to provision for it has forced KCB Group to coin a new way of results presentation. To lay emphasis on Pre-provision operating profits.

Smart, but the only way to convince investors is to work on those NPLs.

[Kasuku @EconomicParrot]

It's just lovely how Kenyan's love playing the speculation game and when it goes against them, they run to complain and point blame.

CBK is not manipulating, speculative Kenyans have been caught on the wrong side & CBK has come in to save them by buying the $'s they are dumping

[Ambitious Llama🦙 @MusingsofAwe]

Looks like CBK has resorted to currency manipulation:
1. Raise interest rates
2. Order banks to increase interest rates on savings accounts & MMFs to mop up liquidity
3. Use newly acquired Eurobond money to flood the market with USD to strengthen the shilling so...

[Kasuku @EconomicParrot]

The period 2028 to 2034 is laden with Eurobonds maturities, every year except 2029.
Huge IFB amortizations and maturities.
That will be a stress point that will persist over an extended period. Will economic growth match up? @AmbokoJH

[Churchill Ogutu @ill_dduor]

GoK better have a plan of conducting another liability management operations on this Eurobond a few fiscal years down the line... 6.875% to 9.75% is nuts!

Optics from GoK coming days: 'Investor confidence in GoK is high with a 4x 'demand'' 😅

[Kasuku @EconomicParrot]

@ill_dduor Doesn't look good towards the end of the decade.

[Kasuku @EconomicParrot]

https://t.co/UqIZGcnXgS

Seems the design is there, only execution.

@KeNHAKenya when should we expect to see this up. Seems long overdue.

[Dr. Ho Yinsen @kinjeketile]

All this makes me yearn for Mombasa Northern bypass.
Being able to connect Bamburi to the Makupa - Mazeras section looks like a huge priority.

[Kasuku @EconomicParrot]

This Real Madrid side is a cheat code #RMA #RealMadrid