Faith Mwangi

Tellimer Research

Equity Research Analyst, Financials (East Africa) @ Tellimer Research

Taking a solutions-based approach to research, Faith’s reports are themed around client questions in order to provide insight into the East African financial sector and digital banking trends globally. Faith honed her skills in banking and media sector analysis at Standard Investment Bank and Genghis Capital.

Faith Mwangi
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Latest articles from Faith Mwangi

Kenya blackouts plague economy, despite renewables progress

Kenya is a global leader in renewable energy, generating c92% of its electricity from renewable sources, according to the Kenya National Bureau of Statistics. This would be the third blackout in four years. The distributor's declining profitability h...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 20 January 2022
Kenya blackouts plague economy, despite renewables progress
Kenya blackouts plague economy, despite renewables progress

CRDB: Upgrade to Buy – the tide is turning positively

In this report, we revisit the investment case for CRDB. We forecast net interest margin to decline from 10.7% in FY 20 to 9.6% in FY 23f as the Tanzania market faces deposit gathering challenges, brought about by the treasury single account arrangem...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 19 January 2022
CRDB: Upgrade to Buy – the tide is turning positively
CRDB: Upgrade to Buy – the tide is turning positively
Flash Report / Tanzania

Tanzania: Slump in digital transactions is a short-lived negative

Tanzania's 2021/22 budget included an increase in taxes for digital transactions, which became effective on 15 July 2021. We anticipated a reduction in transaction activity in the first few months after implementation as consumers reacted negatively,...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 12 January 2022
Tanzania: Slump in digital transactions is a short-lived negative
Tanzania: Slump in digital transactions is a short-lived negative

Kenya's president signs new law to regulate digital lenders – neutral for banks

Kenya's President Uhuru Kenyatta has signed into law the Central Bank of Kenya (Amendment) Act, 2021, which seeks to regulate digital lenders. The law now places the Central Bank of Kenya (CBK) as the regulatory body and licence issuer for digital le...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 7 January 2022
Kenya's president signs new law to regulate digital lenders – neutral for banks
Kenya's president signs new law to regulate digital lenders – neutral for banks
Flash Report / Kenya

Kenya’s positive Covid test rate now above 10%, but lockdown threat recedes

Kenya’s positivity rate (the percentage of positive Covid tests) has hit 10.6%, a level last seen in August. The rate is higher than the World Health Organization's (WHO) high-risk threshold of 5%. There have been three confirmed cases of the new Omi...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 16 December 2021
Kenya’s positive Covid test rate now above 10%, but lockdown threat recedes
Kenya’s positive Covid test rate now above 10%, but lockdown threat recedes
Flash Report / Rwanda

Rwanda hit by Omicron, but not a cause for concern yet

Rwanda's Ministry of Health has confirmed at least six cases of the Omicron variant of Covid in the country. Compared with other East African countries, Rwanda has been quick to respond to rising cases and new variants throughout the pandemic. It has...
Tellimer Research Faith
Faith Mwangi @ Tellimer Research 16 December 2021
Rwanda hit by Omicron, but not a cause for concern yet
Rwanda hit by Omicron, but not a cause for concern yet

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Faith Mwangi
Africa
Equity
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Sub Sahara Africa
Kenya
2020
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2021
Macro
2019
Tanzania
2018