Aly KhanAly Khan
The week that was, from Sarkozy to Puma Energy
The week started with the departure of Nicholas Sarkozy and the arrival of President Francois Hollande at the Elysee Palace. If Muammar Gaddafi were still alive I am sure he would have considered this sweet revenge. The French and German 'Combo' has been the beating heart of Europe and President Hollande is seeking to change the ingredients of the 'Combo.' We need to watch this quite closely to see if this hairline fracture at the heart of Eur...
As others do, Africans must also invest in Africa
Nairobi has become like a cat walk. In fact, last week, The CEOs of Coca Cola and Dow Chemical, Muhtar Kent and Andrew N. Liveris respectively [friends I learnt] both docked in Nairobi. Coca Cola has a market cap of $173.86b and Dow Chemical, $38.646b. Both are charismatic leaders who turn up on time. They represent the moment when Nairobi popped onto the global radar. As I have gotten older, I have become a disciple of Lao Tzu and his Theory ...
Base Titanium And The Mineral Sands In Kwale
You know I hold a business club once a month. Its called #Mindspeak. Its actually a phenomenon on social media. This Saturday, I hosted Tim Carstens the CEO of Base Titanium. Base Resources is listed on the Australia Stock Exchange and its market Cap is Australia Dollars 237.13m and is well worth a look.Base bought the Kwale Mineral Sands Project from Tiomin and also have an option to purchase three further exploration projects in Mambrui, Kil...
Oil and the new scramble for East Africa
One of my greatest pleasures is watching and tracking elephants. I recall turning a corner in the Masai Mara and finding myself alone except for a herd of over 100 elephants. I recall driving with my father in his Alfa Romeo [it was a wonderful car but I suspect crippling to maintain for father] and counting 504 elephants crossing the road just before Voi. I have watched a documentary about the elephants of Kilimanjaro and I learnt that elepha...
The Shilling, the Securities Exchange and Bonds
The shilling has appreciated just over two per cent in 2012. The return has been juiced a great deal more by the carry. The carry is the rate of interest you receive. Money market rates have however come crashing down from above 20 per cent to around 12.5 per cent last. The yields on treasury bills have also been coming lower and are trading well below the Central Bank Rate. The Monetary Policy Committee are playing a cautious hand. The events...
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