The KSh 5 Trillion Experiment

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

In today's newsletter,

  • The National Infrastructure Fund Bill has been presented to parliament. What ambitions are set inside it?

  • The circular economy is at risk as climate grants thin out. What realignments are needed?

The KSh 5 Trillion Experiment 

By Brian Nzomo 

A fiscal experiment will take shape if parliament passes the proposed National Infrastructure Fund Bill. A KSh 5 trillion ambition wrapped in an unusual constraint: it must not borrow. The architects of the fund insist it will not issue bonds, take bank loans, or quietly mutate into another off–balance sheet appendage of the state, already intimate with debt’s long shadow. Instead, risk is to live and die at the project level, quarantined from the fund’s own balance sheet like a contagion the Treasury can no longer afford. It is a rare promise of restraint in a system long used to building first and worrying about the debt later. Whether this discipline endures, or dissolves at the first sign of stalled capital, may determine if the vehicle becomes a model of discipline or merely a prelude to the next amendment.

Read the full article here >>>>>

The End of Easy Climate Money…What Next?

The global circular economy

By Fred Obura

As global aid thins out, Kenya’s circular economy is confronting an uncomfortable question: what happens when the grants stop coming? In an interview with The Kenyan Wall Street, Venkat Kotamaraju of Intellecap Advisory Services argues that the era of dependable climate aid is structurally over, not merely paused. His answer is not to mourn the retreat of donors but to redesign capital itself by turning grants into recyclable, zero-interest pools that regenerate as businesses mature. The real experiment is whether Kenya can convert a funding drought into a financial innovation moment, trading dependency for durability.

Read the article here >>>>>

Del Monte’s New Frozen Processing Line

Del Monte’s new frozen processing line

By TKWS Reporter

In a country where much of the harvest leaves the farm in cardboard crates, Del Monte Kenya is freezing its way to higher margins. Its new processing line cuts pineapples into pieces, tidbits, and cubes, and blasts them below minus 18 degrees, preserving quality for markets thousands of miles away. An adjacent 807kW solar plant keeps the freezers humming without relying on the grid, turning energy costs into a competitive weapon. The story isn’t just about fruit but about taking command of supply chains, cash flow, and of how far Kenyan produce can travel without losing value.

Read the article here >>>>>

Borrower Loses Car Despite Paying A Loan

By Fred Obura

A Kenyan borrower fully repaid a KSh 300,000 car loan, only to discover years later that his Mercedes had been mysteriously transferred to a stranger. The High Court ruled that Equity Bank bore responsibility, citing negligence in handling the vehicle’s registration. The ruling exposes how small administrative oversights can balloon into major legal headaches and lost property. While the court awarded partial damages, the case is a stark reminder of the stakes when banks fail to safeguard clients’ assets.

Read the full story here »»»»»

On Your Watchlist 

Is your excellence actually holding you back? In this episode of the Just Money Podcast, we dive into the uncomfortable truth behind the "Overqualified" label. We address the widespread myth that "First-class graduates don’t get jobs”.

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Upcoming Events : InvestKenya Announces the Upcoming Kenya International Investment Conference (KIICO) 2026

Taking place at the Radisson Blu Upper Hill on March 25, 2026, the 4th Kenya International Investment Conference (KIICO) 2026 is set to be the largest and most impactful investment promotion conference in Kenya’s history. Register here »»»»»

During KIICO 2026, Kenya will also host the 2nd COMESA Investment Forum on March 26 and the Africa Green Industrialization Initiative (AGII) on March 27th.

Read more about it here »»»»»

Today in History 

American inventor, Samuel Colt, secured a patent for the first practical revolving-cylinder handgun, introducing a six-shot repeating design that transformed firearms.

- 25th February 1836

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