Market Insights – Botswana Equity
The DCI was down 0.8% for the quarter. There is pressure on households from inflation,tightening monetary policy and a soft labour market. Current economic headwinds have introduced a significant amount ...
The DCI was down 0.8% for the quarter. There is pressure on households from inflation,tightening monetary policy and a soft labour market. Current economic headwinds have introduced a significant amount ...
The DCI was up 3.3% from last quarter. There is a sustained upward trend of inflation and this remains a key variable both locally and internationally. The road to recovery yet ...
Market Review The FABI returned 1.6% for the quarter mainly attributable to coupon returns as prices in general, remained stable. Overall, the Government Bond par curve continued to steepen as the ...
We have increased our 2021 GDP growth expectation by 1.0% to 9.9%. We expect the BoB to implement at least one 25bps rate hike in 2022 as it walks the tightrope between rising inflation ...
The DCI was up 11.1% for 2021 on a total return basis. Core inflation continues to trend above headline inflation objective range, driven largely by imported inflation. The road to recovery ...
Kgori Capital – Botswana’s leading citizen-owned and run Asset Management firm. Performance was relatively concentrated with First National Bank Botswana (FNBB) and Letshego driving the gains for the period. ...
We have increased our 2021 GDP growth expectation by 1.7% to 8.9%. We expect the Bank of Botswana (BoB) to maintain interest rates at current levels in the medium term. We expect inflation ...
Kgori Capital Managing Director, Alphonse Ndzinge, recently had an insightful chat with Mr. Mompoloki Mogobe of Mogobe Nuggets of Wisdom. During the sit down, he shared what inspired his journey ...
Market Review The DCI was up 4.0% for the quarter on a total return basis. The largest gainers for the quarter were Letshego (40.9%), StanChart (32.3%) and Seedco (22.7%) on a total return basis. ...
Market Review The FABI returned 0.5% for the quarter as interest income more than compensated for capital losses. Both Government and Corporate bonds registered positive returns for the quarter, returning 0.4% and 1.3% ...