Kenya’s Complicated Place in the New World Order

Good evening 👋🏽. It's Brian from The Kenyan Wall Street. 

Countries globally are finding it more difficult to pose as non-aligned parties as conflicts proliferate. Is Kenya prepared to forge a solid geopolitical stance on issues without suffering too much from the consequences of its choices? 

This and more in today’s newsletter edition…

Kenya’s Complicated Place in the New World Order

By Morris Kiruga

The old promise of Kenya as a neutral broker in a fracturing world now reads like a historical footnote written in fading ink. In its place, a more transactional posture has emerged : one that has already cost Nairobi tea markets in Tehran, diplomatic trust in Khartoum, and credibility in its own carefully cultivated image as a regional arbiter. The Gulf Crisis, and the wider collapse of predictable alliances, has only sharpened the stakes for a country increasingly pulled into contests it once stood apart from. What remains is a quieter question beneath the headlines: whether Kenya’s foreign policy is still being shaped by strategy, or by the accidents of proximity and pressure.

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Has Private Sector Lending Being Revived?

By Harry Njuguna

Credit in Kenya’s private sector has climbed to a record KSh 4.15 trillion, extending a six-month run of all-time highs and marking the strongest lending growth in over two years. The surge has been powered by an aggressive monetary easing cycle, falling lending rates, and banks flush with liquidity, which have together revived borrowing across construction, agriculture, trade, and consumer segments. Yet the recovery is uneven beneath the headline figures, with manufacturing barely moving, transport contracting, and real estate still under pressure despite the broader credit expansion. At the same time, non-performing loans have ticked higher again, hinting that the credit boom is unfolding alongside renewed strain in repayment capacity.

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Digital Hubs without Computers

By Brian Nzomo

Kenya’s push to wire its youth into the digital economy is stalling in plain sight, with more than a hundred state-funded hubs sitting finished but unusable. The problem is not ambition but execution : missing equipment, delayed connectivity, procurement bottlenecks, and a familiar tangle of bureaucratic drift. Even as officials promise imminent fixes, lawmakers are confronting a pattern of missed deadlines and uneven funding that has left entire constituencies behind. What was pitched as a gateway to online work now risks becoming a scattered network of locked rooms, waiting for a system to catch up with its own promises.

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