The Mwango Capital Podcast

Mwango Capital
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Breaking down businesses and understanding markets in East Africa mwangocapital.substack.com

  1. The Kenya Pipeline IPO

    2D AGO

    The Kenya Pipeline IPO

    In this episode recorded on February 9, 2026, we host the Kenya Pipeline Company (KPC) Managing Director, Joe Sang, and Faida Investment Bank’s, Dr. Belgrad Kenne, to break down the KPC IPO and discuss its implications to investors. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:05:04 KPC Overview 00:11:31 KPC’s Business Model & Financials 00:17:34 The Role of Transaction Advisors in an IPO Process 00:23:33 Offer Details and Valuation 00:44:11 Dividend Policy and Board Structure 00:47:06 Risks and Strategic Plans 00:59:27 Key Dates and Invitation to Participate in the IPO 01:07:04 CapEx Plans and Future Growth 01:11:52 Closing Remarks Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    1h 18m
  2. ALP Industrial REIT

    6D AGO

    ALP Industrial REIT

    In this episode recorded on January 29, 2026, we are joined by Africa Logistics Properties’ CEO, Raghav Gandhi, as we explore industrial REITs and what the ALP Industrial REIT restricted offer means for investors. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:06:03 Industrial REITs and their Benefits 00:12:23 The ALP Industrial REIT Offering 00:16:40 Regulation and Consumer Protection 00:20:26 REIT Features, Importance, and Future Vision 00:25:32 Key Dates and Concerns on Minimum Subscription 00:28:26 Value Proposition, Currency Risks, and Key Players 00:38:06 Approval Process, Regulatory Support, Risks, and Mitigation 00:44:04 Lease Duration, Leverage, Ownership, and Decision Making 00:48:57 Future Outlook 00:54:55 Investor Pitch and Closing Remarks Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    1h 1m
  3. Reverse Invoicing Through eTIMS

    FEB 10

    Reverse Invoicing Through eTIMS

    In this episode recorded on January 22, 2026, and hosted by Joseph Mwaniki, we are joined by Caine Wanjau, CEO of DigiTax, for a conversation on reverse invoicing through eTIMS and its implications for businesses and taxpayers. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:04:42 Reverse Invoicing and Buyer-Initiated Invoicing 00:09:21 Challenges Addressed by Buyer-Initiated and Reverse Invoicing 00:14:49 Implementation Challenges and Solutions 00:19:40 Regional Perspectives on e-invoicing 00:23:49 Practical Steps for Reverse and Buyer-Initiated Invoicing 00:26:09 Impact of eTIMS Invoicing on MSMEs 00:31:19 Protecting Taxpayers from Abuse of eTIMS Invoices 00:37:32 Future of Electronic Invoicing Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    45 min
  4. Income & Expense Validation Explained

    FEB 2

    Income & Expense Validation Explained

    In this episode recorded on November 13, 2025, and hosted by Joseph Mwaniki, we discuss KRA’s new tax validation rules starting Jan 1, 2026. Guests:—Josephine Mugure, Chief Manager, Policy & Tax Advisory—Hakamba Wangwe, Chief Manager, eTIMS—Agnes Gitau, Manager, Tax, Andersen Kenya Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:48 Legal Framework and Background 00:09:31 Impact on Taxpayers 00:13:06 KRA’s Rollout and Compliance 00:19:59 Simplifying Compliance for SMEs 00:28:49 Handling Non-Compliant Suppliers & Missing Invoices 00:37:14 Verifying e-TIMS Invoices 00:41:51 Exemptions from e-TIMS Compliance 00:45:44 Addressing Technical Challenges 00:52:52 Future of Tax Digitization 00:57:49 Waivers and Penalties due to failure of the Electronic Invoicing System 01:00:46 Closing Remarks Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    1h 4m
  5. StanChart: Growing Your Wealth

    JAN 21

    StanChart: Growing Your Wealth

    In this episode recorded on December 15, 2025, we host Standard Chartered’s Head of Wealth Management Products, Ouma Orero, and Head of Advisory and Managed Investments, Khushboo Dhutia, for a conversation on growing your wealth today, tomorrow, and forever. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:01:47 Understanding Affluent Clients 00:05:43 Starting Now and Financial Planning Frameworks 00:17:38 Building a Resilient Portfolio 00:25:43 Personalized Financial Planning and Intergenerational Wealth Transfer 00:30:53 Wealth Preservation vs Wealth Creation 00:34:26 Investment Risks and Optimizing Investment Decisions 00:38:59 Building Trust with Financial Advisors 00:45:21  Standardized Investment Process and Innovations in Wealth Management 00:52:43 Getting Started with Your Wealth Journey 00:53:46 Closing Remarks Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    55 min
  6. Unpacking Kenya's Economic Update

    JAN 7

    Unpacking Kenya's Economic Update

    In this episode recorded on December 2, 2025, and hosted by Ramah Nyang, we host economists from the World Bank to unpack the latest Kenya Economic Update.Guests:—Ryan Kuo - Economist, World Bank—Jorge Tudela Pye - Country Economist, World Bank. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:00 Macroeconomic Developments and Outlook 00:05:40 Competition and Structural Reforms 00:09:32 Challenges in Tax Revenue and Fiscal Policy 00:16:19 SOEs and Market Competitiveness 00:24:50 Impact of Electricity Prices on Competitiveness 00:28:05 State Support, Governance, and Efficiency in SOEs 00:35:14 Telecommunication Sector Analysis 00:45:22 Macroeconomic Stability, Trade-offs, Challenges, and Solutions 00:52:33 Closing Thoughts Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    56 min
  7. Bonga na CEO: SanlamAllianz Kenya

    JAN 5

    Bonga na CEO: SanlamAllianz Kenya

    In this episode recorded on December 10, 2025, and hosted by Ramah Nyang, we are joined by George Kuria, CEO of SanlamAllianz Kenya. We explore the transition to the new brand and what customers should expect going forward. Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:00:42 The Sanlam-Allianz Merger 00:03:23 Understanding the Protection Gap 00:04:41 Targeting New Market Segments 00:08:17 Challenges and Opportunities in Agriculture Insurance 00:10:12 Insurance for Large Infrastructure Projects 00:14:24 Governace Structure 00:15:05 Regulatory and Capital Considerations 00:17:37 Expanding Insurance Penetration 00:20:53 Leveraging Technology for Better Service 00:24:22 Customer Assurance and Future Outlook Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    30 min
  8. AAR: Building Resilience

    JAN 2

    AAR: Building Resilience

    In this episode recorded on December 09, 2025, and hosted by Terryanne Chebet, we discuss building financial and business resilience in 2026 and the role of general insurance. Guests:— James Kamau - Group Head of Distribution, AAR Insurance — Kiriinya Kithinji - Head of Strategy, WYLDE International Subscribe to get notified when we make a new post. Show Notes 00:00:00 Introduction 00:03:19 Business Resilience 00:08:34 Top Priorities SMEs 00:10:32 Common Risks and Blind Spots for Individuals 00:15:23 Vulnerabilities and Protecting Businesses Financially 00:26:05 Balancing Growth and Stability for SMEs 00:29:03 Rapid Urbanization, the Gig Economy, and Shifting Customer Needs 00:34:37 Choosing the Right Insurance Coverage 00:37:15 Leveraging Networks and Planning for Household Preparedness 00:42:19 Final Thoughts and Actionable Steps Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe

    45 min
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5
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About

Breaking down businesses and understanding markets in East Africa mwangocapital.substack.com

Information

  • Creator
    Mwango Capital
  • Years Active
    2021 - 2026
  • Episodes
    149
  • Rating
    Clean
  • Copyright
    © Mwango Capital
  • Show Website
    The Mwango Capital Podcast