Sovereign Analysis /

Kenyan elections and macro webinar

  • We took part in a Menas Associates webinar on Kenya’s upcoming elections and macro outlook

  • There's minimal policy divergence between candidates, both of whom will need to urgently address macro imbalances

  • The risk of distress is now largely priced into the eurobonds, which have hugely underperformed the EM index; retain Buy

Kenyan elections and macro webinar
Patrick Curran
Tellimer Research
7 July 2022
Published byTellimer Research


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