an economic overview 2011
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AN ECONOMIC OVERVIEW 2011. ALY-KHAN SATCHU presents to DELOITTE www.rich.co.ke. GLOBAL MACRO TRENDS. 23 rd February Tweet Ai Weiwei. The Translation. - PowerPoint PPT PresentationTRANSCRIPT
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AN ECONOMIC OVERVIEW2011
ALY-KHAN SATCHU presents to DELOITTE
www.rich.co.ke
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GLOBAL MACRO TRENDS
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23rd February Tweet Ai Weiwei
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The Translation
• "I didn't care about jasmine at first, but peoplewho are scared by jasmine sent out information about how harmfuljasmine is often, which makes me realize that jasmine is what scaresthem the most. What a jasmine!"
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Mohamed Bouazizi – Tipping Agent
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Gaddafi The Craziest Guy In The Room
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Heightened Geopolitical Risk Lifts Crude
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Crude Oil Post Bouazizi
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Kenya Spent KES 250 BN 12 Months thr Feb 2011 +31% on
Crude Imports
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The Mobile – A Game Changer – Signal To Noise-Gulliver and
Lilliputians
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Food Price Index- All Time High
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AFRICA THE BROADER CANVAS
"The first quarter of 2011 has been among the most turbulent in Africa's history.“AFDB
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Statistics
2 Billion Consumers in 2050 A Billion Consumers Now Walmart Buys Massmart for $4.4 Billion Bharti Buys Zain for $10.7 Billion More Families in Africa who earn more
than $20,000 p.a. than in India China-Africa trade over $100 Billion
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East Africa – The Region East Africa's economy is expected to show growth of 6.7
percent this year, from 6.2 percent in 2010 Regional GDP 2010 – Feel The Growth : Uganda 6.3% Tanzania 7.0% Rwanda 6.5% Sudan 5.9% Burundi 3.7% Kenya 5.6% A market of 160 Million Consumers
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Pres. Museveni Upsizes His Oil Find To 10 Bn Barrels = $4 Trillion
at #Mindspeak
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South Sudan Expected To Grow 20-25% GDP but currently
squeezed by Bashir
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Kenya Exports Market changing Uganda overtaken UK as Kenya’s number
one trading partner Somalia, Sudan, DRC among Kenya’s top
10 export destinations
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Reading the Kenyan Economy you need to be an Economist and a
Meteorologist
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KENYA THE STATE OF THE NOW
Inflation surges to 12.95% from a cycle low of 3.1% in 2010
Bond Yields at 9 year highs The Shilling at an all time low The NSE 20 -8%
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Kenya Shilling At An All Time Low
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NSE 20 Index -8% in 2011
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The ICT Revolution – Kenya as a Laboratory Experiment
Kenyan mobile phone subscriber numbers rose 28 percent to 25 millionlast year
Internet users stood at 10 million last December compared with 4 million in 2009, CCK said
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Is the New Constitution a Tipping Point for Political Risk
Out of the last 4 elections we have mismanaged 3
ICC process – will it be cathartic? The Future is not seen in the Rear View
Mirror or is it?