tag:blogger.com,1999:blog-37479680.post4449218716422175526..comments2023-11-02T16:07:58.430+00:00Comments on Kenya Capital Investment Group: Sasini's AGMMainaThttp://www.blogger.com/profile/12266497232119983697noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-37479680.post-23071338245008523542007-02-26T09:13:00.000+00:002007-02-26T09:13:00.000+00:00As far as the tea & coffee goes, yes we don't have...As far as the tea & coffee goes, yes we don't have the same control, but there are many things we could to get more £/$ for our farmers. Branding (the world's best coffee grown in its natural environment, rich aroma of Kenyan tea etc) and value-adding (manufacturing, packaging and exporting Kenyan branded tea and coffee). Here is a paradox for you.<BR/>Kenco one of the most popular brands out in the West (UK anyway) is unknown to many as Kenya Coffee. Today if we tried selling Kenyan coffee as Kenco, we'd be sued for millions yet our sweat grows that stuffMainaThttps://www.blogger.com/profile/12266497232119983697noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-78541137334035502212007-02-26T09:07:00.000+00:002007-02-26T09:07:00.000+00:00Ssembonge, I'd respond fully but that wouls probab...Ssembonge, I'd respond fully but that wouls probably take a lot of time and space so plse read some of our earlier posts on the very unemotional rationale for our group.<BR/>As for emerging markets-I've personally looked into the BRIC markets and the funny thing is that apart from India, there eerily similar issues to the NSE-perhaps not to the same degree, but there nevertheless.<BR/>Preemimnent investors like Benjamin Graham do urge investors to harness their emotions in when investing.MainaThttps://www.blogger.com/profile/12266497232119983697noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-3609229979385143392007-02-25T21:39:00.000+00:002007-02-25T21:39:00.000+00:00Kim, With the exception of oil, no country has bee...Kim, With the exception of oil, no country has been able to manipulate agricultural commodity prices by reducing the supply. If tea prices rise, people can easily switch to other substitutes. And Kenya has got little control over the tea markets.<BR/><BR/>There's a similar article regarding Brazilian sugar exports in this weekends Barron's.The Black Mambahttps://www.blogger.com/profile/13093261923557991519noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-51611210392970017452007-02-25T21:33:00.000+00:002007-02-25T21:33:00.000+00:00Maina, there is no place for emotions when it come...Maina, there is no place for emotions when it comes to investments. For that reason, if you are looking for higher returns there are many stable markets out there. <BR/><BR/>I've always been a big proponent of emerging markets, the returns are as good if not better than Kenya plus they have more 'stable' currencies.<BR/><BR/>NSE with all its shortcomings should be left for kenyans who have no access to other equity markets. <BR/><BR/>Have you guys considered RE investments?The Black Mambahttps://www.blogger.com/profile/13093261923557991519noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-73631442048645395552007-02-25T12:48:00.000+00:002007-02-25T12:48:00.000+00:00Ssembonge/Pesa-its simple, in 2006, NSE grew by 40...Ssembonge/Pesa-its simple, in 2006, NSE grew by 40% LSE grew by 10% and they were very happy about. Plus, its a way-however-for most us to keep in touch with what's really going on in the corporate world in Kenya our motherland. The fact is, some of us might end working back there over the next few years.<BR/>Kim-agreeMainaThttps://www.blogger.com/profile/12266497232119983697noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-58914185172342020222007-02-25T11:26:00.000+00:002007-02-25T11:26:00.000+00:00@ssembonge: LSE/AIMS info is easy to come by BUT N...@ssembonge: LSE/AIMS info is easy to come by BUT NSE info is hard to getpesa tuhttps://www.blogger.com/profile/13489188603541487272noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-38802301198110445212007-02-24T20:53:00.000+00:002007-02-24T20:53:00.000+00:00If kenya is one of the world's largest tea growers...If kenya is one of the world's largest tea growers you would think that we would have much more control. Ebay has achieved much success because the buyer(s) bids on the item. We should look at Tea and coffee as much more valuable than commodities. O! well I might be preaching to choir here...Kimhttps://www.blogger.com/profile/00631090703608892413noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-13751791993332881912007-02-24T18:47:00.000+00:002007-02-24T18:47:00.000+00:00Maina, I fail to understand your groups interest i...Maina, I fail to understand your groups interest in the NSE. For Pete's sake, you guys have the LSE and the AIMS. <BR/><BR/>I can't wait for NASDAQ to get a piece of the over-valued LSE so that we can access to the European equities.The Black Mambahttps://www.blogger.com/profile/13093261923557991519noreply@blogger.com