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The Supply Chain Red flags
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Hello 👋🏽 It's Brian from The Kenyan Wall Street.
Here are our stories for the day…
The Supply Chain Red flags
By John Andrew Musundi

An investigation began with a small, stubborn mismatch between the fuel loaded at the depot and what arrived at the delivery point. What seemed like a routine check quickly turned odd as the team noticed early departures, slow detours, and the same unexplained stops repeating night after night. None of these moments looked serious on their own, but together they hinted at a system that had grown too predictable and too easy to bend. Even the loading stage showed cracks, with “perfect” paperwork and procedures that felt more like habit than precision. It became clear that the problem wasn’t a single act of wrongdoing but a chain of small behaviours that had gone unchallenged for too long. And the lesson was hard to ignore: in supply chains, the tiniest inconsistencies often point to the biggest risks.
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Briefs
📡 Standard Bank has provided US$ 138Mn (KSh 17.82Bn) to Safaricom Telecommunications Ethiopia to support network rollout and digital expansion. The bank acted as sole arranger and lender on the facility. Safaricom said the financing will back its push to scale connectivity and digital access in Ethiopia, where it reported 10.1 million active customers.
🏦 AfDB has extended US$ 150Mn (KSh 19.4Bn) to KCB Group as the bank works to establish an SME financing unit required by the Competition Authority of Kenya. The new unit will focus on SME credit growth and improved access for smaller enterprises. CAK reported that KCB has begun meeting its obligations tied to the National Bank deal.
🇺🇬 Uganda will receive US$1.7Bn in US health support under a new approach that links foreign assistance to local co-investment and US-based procurement. The deal mirrors a recent agreement with Kenya. Uganda will add US$500Mn in domestic funding over five years. The package targets HIV, tuberculosis and malaria tracking, and supports the rollout of a national digital medical-record system.
INSIGHT : Trump Versus Somalia, implications for Kenya
By Chelsy Maina

President Trump’s remarks about Somalia have triggered a diplomatic flare-up that is already spilling into East Africa’s security environment. Somalia’s sharp response, backed by a vocal diaspora, signals a more assertive foreign policy posture that rejects narratives of helplessness. Security analysts warn that such rhetoric can embolden extremist groups, who are quick to weaponize political insults into recruitment fuel. For Kenya, the danger lies in both perception and practice: strained U.S.–Somalia relations could weaken intelligence coordination at a time when Nairobi remains a symbolic and economic target.
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