The Four-Billion Bet

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

In today's newsletter, Tatu City is optimistic that its model has set the stage for Kenya's urban planning ambitions.

Also, cartels are part of the reason why prices of commodities remain high. Here's why?

The Four-Billion Bet 

By TKWS Desk

Tatu City has quietly become Kenya’s largest magnet for foreign investment, drawing over $4 billion and more than 100 companies into its meticulously planned Special Economic Zone. Beyond roads, power, and logistics, the hub offers an unusual promise: governance as a service, where government agencies come to investors instead of the other way around. Small and medium enterprises are finding their footing here too, with flexible land and warehousing options that let them tap into SEZ incentives alongside global players. The mixed-use model, combining residential, commercial, and social amenities, has turned Tatu City into a living, breathing ecosystem rather than just a business park.

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The Burial of a Liquidation Dispute

By Brian Nzomo

For nearly a decade, the Imperial Bank fiasco has hovered over Nairobi’s financial district like a stubborn ghost, but this week one of its fiercest challengers finally let go. Ashok Doshi, the businessman who once vowed to drag the Central Bank of Kenya (CBK) through the legal thicket, withdrew his suit after agreeing to an out-of-court settlement. It was a discreet finale to a dispute that had threatened to reopen the graves of one of Kenya’s largest bank failures, and worryingly for the regulators, to test the limits of their authority. With the settlement sealed, everyone involved seems relieved to move on, even if the wider questions about oversight and trust in the country's banking system continue to simmer.

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The Tough eTIMS Climb

By Fred Obura

Kenyan businesses are entering the eTIMS era with more hesitation than certainty. The new tax rules demand that every expense be backed by an electronic invoice, yet many suppliers including government entities still can’t guarantee the documentation companies need. PwC warns that timing gaps between deliveries, accounting periods, and invoice uploads could turn routine reconciliations into miniature battles with the KRA. Smaller enterprises, already strained by thin margins and limited digital capacity, face the steepest climb as they rush to modernize systems that were never built for this level of scrutiny.

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On the Capital Markets 

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Cartels are an Invisible Tax On Consumers

By David K. Kemei, Director-general Competition Authority of Kenya (CAK)

Cartels warp a market long before most people realize anything is wrong. When companies agree on prices instead of competing for customers, the economy tilts quietly in their favor and consumers foot the difference. The competition watchdog has spent years prying open these arrangements, issuing fines and prodding industries that prefer silence to scrutiny. Even so, cartel behavior remains stubborn, adapting to new technologies and hiding behind familiar brands on supermarket shelves. The warning is simple: unless competition is restored, the costs will keep rising.

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On Your Watchlist 

In the fourth episode of the Just Money Podcast, we unpack the common blunders that sabotage investors and explore the critical mindset needed to win when the markets are volatile. Our host Just Ivy Africa sits down with Gertrude Njeri, Community Manager at HISA, and investment educator & financial content creator Stormzy Mwendwa.

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