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  22-NOV-2008 ::  CNBC-Markets Updates
  Credit crisis has affected tea buyers leading to sharp demand fall.Government move to reduce input prices commendable but Aly would prefer Voucher system.Demand for cement set to see an explosive curve.Find out what Aly khan thinks about Keroche entry into the beer market...



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  17-NOV-2008 ::  CNBC-Markets Updates
  People have taken safaricom result in a positive manner.Standard chartered is a solid stock unlikely to go down much.Kenya is the gateway to Swahili sphere.Find out what Aly khan thinks about equity expansion plans...



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  10-NOV-2008 ::  CNBC Africa - Markets Updates
  The Bourse had a very strong rebound and looking very optimistic. Aly Khan thinks the weakening of the Kenya shilling against the dollar caused by unprecedented dollar grab is easing and the currency is stabilizing though at grossly devalued point. Find out what Aly thinks about the Obama factor.



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  03-NOV-2008 ::  CNBC-Markets Updates
  Aly khan thinks that the market is picking up.He is optimistic on inflation. He believes the prices are going to come down with tax breaks and cost of communication having been hammered down ...



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  27-OCT-2008 ::  CNBC Africa - Markets Update
  Long term investors should buy now. Aly Khan shares with us why Safaricom's M-pesa and internet services still tick. During these hard times, which is the best group to lend to ? Aly khan tells us what he thinks about Kenya Commercial Bank non-preforming loans status ...



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  13-OCT-2008 ::  CNBC Africa - Business AM - part 1
  Analysts think Kenyans are having to start cutting back on savings, the number of defaulters on both secured and unsecured loans are rising. Aly Khan says there is no need to over-blow this issue, He further says comparing this with the credit crunch in the U.S is similar to matching apples and pears. Aly Khan thinks the loan crisis experienced by the banks is only on the credit card loans, he has an anecdotal evidence. The banks are being pro-active and alert on the situation. Remittances coming out from the diaspora haven't been that much as inflation is going up, now standing at 26.7%, Aly Khan shares his views as banks try to boost capitalization and savings under this circumstances.



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  13-OCT-2008 ::  CNBC Africa - Business AM - part 2
  Second part. Aly Khan on CNBC Africa's Business AM.



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  06-OCT-2008 ::  CNBC Africa - Markets Update
  On a light note, Aly Khan thinks the NSE board looks prettier than any other in the world in this times. Joining us live from the bourse, Aly Khan observes that the market has come hard for last 6-7 days, notwithstanding, he notes on Equity coming up strong. Aly Khan says that alot of supply has been picked up and the market looks steady. The attraction of holding long co-related assets in Sub-Saharan Africa is really going to come to the fore right now. With inflation back on the rise, Aly khan gives us his view on domestic investors.



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  29-SEP-2008 ::  CNBC Africa - Markets Update
  Despite the current divide on where the market is headed over the next 3-4 months, there seems to be consensus on the fact that we are sitting on oversold position. Away from sentiment, Aly Khan remains bullish on the Kenyan market. Primarily, the company results have been strong from Equity to Unga Group. Beating his expectation. Aly Khan tells us his frank opinion on the up coming Co-op Bank IPO. He gives us his view on the latest development on Scangroup and WPP and stocks to look out for...



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  22-SEP-2008 ::  CNBC Africa - Markets Update
  Aly Khan sees a lot of potential to effect a sharp rebound through the week. The fundamentals will start to assert themselves. He points out the differences that will make this turn-around quite sustainable. Aly Khan is impressed with the CBK governor and says that the currency will stabilize and inflation is coming of its lows. Aly Khan shares what he's witnessing on the Institutional as opposed to the Retail side in its approach to this market and ...



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  08-SEP-2008 ::  CNBC Africa - Markets Update
  Though the underlying market sentiment is still bullish, mid-September is being marked as the turn-around point in the bourse. With the index approaching 4500 point at the end of last week, Aly Khan shares with us the fundamental difference that will trigger this upward momentum. He thinks the liquidity is the problem at the moment and the fact that retailers have taken defensive position. Aly Khan gives an analysis on Equity Bank's plan to reduce their foreign investment stake, he shares his view on NBK Restructuring plans and ...



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  01-SEP-2008 ::  CNBC Africa - Markets Update
  At the end of last week, the bourse was 0.35% down to close at 4648.78 points. Aly Khan says that the bourse is still playing around the bottom. Having been taken aback a little bit, he says what we are having at the moment is a massive bout of indigestion. On Safaricom, Aly Khan thinks its current trading state is a flow driven issue and once the flow disappears things should get back on track. He believes there aren't anymore shares to trade. The NSE index aside, Aly Khan gives us a summary on the performance of the NSE sampling a few of the counters thats have ...



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  25-AUG-2008 ::  CNBC Africa - Markets Update
  With the NSE closing flat last Friday after spiking through the 4800 level earlier in the week and the results season drawing to a close, the market is expected to trade cautiously. Aly Khan is still bullish and optimistic, he says this is the time to be accumulating stock. Recent company results have been extremely positive. He also gives his view on post-Safaricom IPO investment patterns; Is it the retailers, the institutions or foreigners that have shifted? Aly Khan Believes the point of maximum danger is behind us. The next highlight for the market Co-op bank IPO which is scheduled to debut in October is ...



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  11-AUG-2008 ::  CNBC Africa - Markets Update
  The over-subscription of KCB Rights issue last week seems to proof that there is still cash out there looking for lucrative investment opportunities. Aly Khan says the market was undone in the past few months but he is optimistic the amount of refunds still in the banks has been considerably reduced. Lately, there has been debate on how far foreigners can participate in African IPOs, Aly Khan shares his views on the subject. He is impressed by Barclays results. People have to start looking into the banking sector.



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  04-AUG-2008 ::  CNBC Africa - Markets Update
  Start of week for the new month. Aly Khan looks at the factors that could be weighing the market down and at the positives that will lift the market again. From the market failure soon after the IPO as money couldn't circulate back, stretched retail investors, and the round of banking results thereafter. Central Bank has intervened to ease the liquidity of prices by injecting 4.2 billion into the banking system. KCB is defying the trend at the moment by not increasing its minimum lending rate at 13.5 percent, tactically and strategically Aly Khan believes it makes entire sense to grow your market ...



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  28-JUL-2008 ::  CNBC Africa - Markets Update
  The recent sale of Grand regency hotel has ended up with a debate. With the differential in over 100 million, the question many people are asking is how could the valuation have gotten so wrong. Aly Khan shares his view on the whole issue. He thinks the price value was quite fancy at a time the country is recovering from unrest. He also answers how the market has reacted to this and the strategies required so ...



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  14-JUL-2008 ::  CNBC Africa - Markets Update
  The NSE swung back to positive territory last week. Aly Khan says there is a 50 point maximum on the downside but the market is still oversold. Housing Finance having raised over 2 Billion shillings in its rights issues is one of the under valued counters at the bourse. He believes its a great 2 year investment if not longer, he shares his view and the potential HFCK has. Still on the rights issue, KCB is set to return 100% ex-div income. Barclays is going on huge capital expenditure. Aly Khan has an analysis on the Bank that 5-10 years ago was the dominant player in the Kenyan banking sector. With comments on investors switching from Barclays to fast moving stocks such as ...



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  08-JUL-2008 ::  CNBC Africa - StreetTalk Interview
  The NSE is edging lower again. With that in mind, Equity bank's half-year results seems to have offered much support. This will be boosted by the expected slew of bank results in the coming few weeks. The market is still in oversold territory, Aly Khan gives us an analysis of the factors and what impact they are making on the market. He says the retail market at the NSE is an outsize influence owing to the privatizations that began in 2002. There seems to be a clear line in the banking sector between those who can scale up and those who can't. Aly Khan explains this and just how different it is from what happened in Nigeria.



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  07-JUL-2008 ::  CNBC Africa - Markets Update
  The NSE hasn't been at its best form yet since the Safaricom listing. Aly Khan remains bullish on the current market trend despite the several problems impeding normal activity at the bourse. He says delay in refunds has been an enormous disappointment to investors. Safaricom's turnaround seems to be long overdue with prices still varying in the 6.65 - 8.15 range, Aly Khan gives us an insight on the current phase in an IPO and why the 8-10 range is just around the corner. Significant rallies have been made since the beginning of the year, he give analysis on the counters including Access Kenya and Equity Bank that have spearheaded this rally...



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  30-JUN-2008 ::  CNBC Africa - StreetTalk Interview
  The Retail investors have been on the side lines in the past week, with estimates around 50% of total refunds is still to come back; Aly Khan says that foreign investors on the other hand are rocking the boat. He nevertheless anticipates a productive week ahead. On this week's stock to watch out for, Aly khan has his bets on the banking sector owing to its high correlation to the GDP. The Energy sector has a very high potential at the moment, its just a matter of picking the winners. He shares his view on structure of the NSE in comparison to the JSE.



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  18-JUN-2008 ::  CNBC Africa - StreetTalk Interview
  The market has become more transfixed at the moment, the focus being entirely on Safaricom. Aly Khan believes most of the money is still help up in the refunds that are yet to be fully returned into the circulation. Most foreign investors are selling their stocks in Safaricom preferring the quick profit, he addresses the effects this is having on the market. The shares seem to be moving from loose hands to medium-term hands. Find out what other opportunities are there in the market as Aly Khan gives his best picks...



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  11-JUN-2008 ::  CNBC Africa - Aly Khan's Budget day picks
  Aly Khan gives a heads up on the Budget. Most of the problems we are wrestling with a pretty intractable, its time people stopped looking through the rear-view mirror and start looking forward. He points out some of the things that the finance minister should be looking at. Aly Khan is certain better days are coming, the dollar is about to go on a humongous rally. Find out why he is bullish about Equity Bank, a bank that has rallied about 750% in the last 18 months. He gives a clear example of Malawi. Check out stocks to watch for ahead of the budget day.



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  09-JUN-2008 ::  CNBC Africa - StreetTalk Interview
  Its the start of trading for the monster at the NSE, Safaricom is finally trading at the bourse. With over 10 million subscribers, Safaricom's prospects are into the bright. Aly Khan tells us how much it will cost the two new entrants expected to join the mobile telephony market. Cost pressures have been evident on the latest results posted by companies, He takes an incisive look at four companies that have experienced this slowdown. Inflation is on the 30% range, Kenya being primarily built on an agrarian economy means that its all about food and ...



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  26-MAY-2008 ::  CNBC Africa - StreetTalk Interview
  As refund cheques for the oversubscribed Safaricom IPO start to come through, the market seems to be sluggish. Aly Khan expects this trend to change towards the end of the week. He also analyzes the investor reaction after Standard Chartered put-off the earlier planned share split. In the Banking Sector, the mid-caps are gaining more value than big-caps, Aly Khan says that is where the juice is when it comes to ...



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  19-MAY-2008 ::  CNBC Africa - StreetTalk Interview
  There NSE market has been experiencing more 'down days' than up ending the week 103.89 points down to close at 5170.55 on friday. Aly Khan believes this downside is only limited and the upside trend especially if looked on a six month perspective is very tasty. He gives an analysis on the recent moves by the agriculture minister and what impact it has on Mumias Sugar. KPLC and Mumias are soon to sign a power-purchase deal. The shilling has remained firm in the recent weeks as the market has...



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  06-MAY-2008 ::  CNBC Africa - Aly Khan on CellPhone TV - part 1
  Watching TV off your Cellphone will soon be a norm in Kenya. After Safaricom unveiled its latest product, the Mobile TV, Aly Khan give us his take on the new Phenomenon. After its success on the money-transfer market with its M-Pesa service, Safaricom seems to be pushing the multimedia front further. Is the Mobile TV priced for the mass market? Is Kenya ripe for this kind of innovation? Do we have regulation in place for this new technology? These and more as Aly Khan walks us through.



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  06-MAY-2008 ::  CNBC Africa - Aly Khan on CellPhone TV - part 2
  With the prospect of two other mobile telephony providers entering the market by the end the year. Aly Khan sees a hot bed of competition coming Safaricom's way, nevertheless he believes its still in a super-growth phase. The regulatory system has been said to be less stringent in Africa, this Aly Khan says could also be as a result of super-growth compressed into a short period making the regulators' role...



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  05-MAY-2008 ::  CNBC Africa - StreetTalk Interview
  This week, the NSE has started by attracting alot of interest especially Equity Bank and Housing Finance. Aly Khan is very Bullish and the way he sees it, the market is very stable. Access Kenya outperformed again on Friday hitting an all-time high. Moreover, he sheds more light on the rise of the IT and Banking Sectors in Africa as a whole. Rising commodity prices has lead to re-introduction of ethanol to the Kenyan Energy sector and Mumias ...



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  30-APR-2008 ::  CNBC Africa - StreetTalk Interview
  The announcement of a share swap between Equity Bank and Micro finance Bank of Uganda triggered exceptional buying interest. Aly Khan believes Equity Bank has become a hard stock now that it has joined the billion-dollar club at the NSE. On the wider banking sector, he believes the banks are capital hungry. Regarding the just concluded mammoth Safaricom IPO, Aly Khan tackles the various aspects from the over-subscription rates, capital mobilization across the region, foreign investor demands to...



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  29-APR-2008 ::  CNBC Africa - StreetTalk Interview
  The Market seems to be on a recovery process coming from a very oversold position and is getting more and more bullish. As Aly Khan puts it, looks like a majority of Kenya Inc were rather unscathed from the first few months of the year. Counters Like Equity Bank and Access Kenya are trading new highs. Aly Khan also gives an insight into the tea market volumes, the correlations and why its not always about prices when it comes to tea. He expects a robust recovery though on the general tea market and his advice to potential investors to look ahead...



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  16-APR-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan gives us a deeper perspective on the growing perfomance of the market after president Kibaki unveils the coalition government. He believes this government will be more robust despite its size and weight on the economy...



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  15-APR-2008 ::  CNBC Africa - StreetTalk Interview
  With optimism in the air of a deal being in the curve, the market is still fidgety despite the recent progress in the political situation. Aly Khan believes people are still wary of the market without a solution to the current stalemate. He is never the less optimistic that the market will take off fully once the political situation is resolved. The agricultural stocks are not doing badly and he is positive that there is still great potential in the local agriculture market. Much more on the banking sector...



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  17-MAR-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan gives an insight on the sell out of the safaricom IPO. The IPO will have a transformative effect on the capital market and the price he says will boost that fact. His take on the valuation of the Safaricom of 5sh per is that it is very fair. Following the selling pressure experienced after the Safaricom IPO announcement sending shares to rock-bottom prices, Aly khan points out that this is the time to actually pick your stocks and look for bargains, especially the high-growth type stocks. The ongoing fluctuations in world prices hasnt had a substantial effect on the Kenyan economy and Aly Khan...



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  10-MAR-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan gives an in depth look at the end week less-than-expected-activity at the market. There has been a robust activity on a week-to-week basis and also the influence of the Safaricom IPO being around the corner. He also takes on the continued increase on inflation to 19.1 in February from 18.2 in January. We should not expect any spike on interest rates ...



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  07-MAR-2008 ::  CNBC Africa - StreetTalk Interview
  There is optimism around the market following the power sharing agreement by the two leaders. The market appreciated by 228 points with a 10% bounce in the NSE index. Aly Khan believes there is plenty outside potential and with the shift from extreme pessimism to more optimistic scenario. Aly Khan also talks on the Equity Bank who have just released their full year results, making a 120-125% profit before tax. He also scrutinizes the suspension of Nyaga stock brokers from the NSE. There is also an update of the 51% acquisition of Sameer ICT by the South African Communication Giant, Altech...



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  03-MAR-2008 ::  CNBC Africa - StreetTalk Interview
  The good news announced last week has released us from the deadly embrace with the politicians and in a country where key resource is the human talent, such situations greatly reduce the very human talent. Aly Khan also gives his view on the weeks slew of company results especially the big caps of Stanchart, Barclays and KCB. He believes there stands great opportunities for these companies and the wider banking industry...



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  28-FEB-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan talks on the effect the political situation has on the market. He says the market at the moment is short-term and real-time information is having an impact on the market which calls for a speedy settlement of the scenario. He is positive on the outcome of the ongoing talks led by Kofi Annan and it is possible to regain the 5000 mark on the NSE index. Aly Khan looks through Uchumi's new equity partner and believes it signals that the market is being looked after by...



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  25-FEB-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan talks about N.S.E rebounding. Circuit breakers introduced 2 week ago after market fell 5% intraday. Bad news in the price. It was retailer driven. If we get a good result from Koffi Annan will rebound. The way to trade the market is to follow the news flow. We went from scenario where no one had priced in such an outcome. Everybody wants to do a deal on the political side. Opposition wants presidential powers without being called president. Aly Khan remains confident after Condolezza Rice visit...



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  14-FEB-2008 ::  CNBC Africa - StreetTalk Interview
  NSE rebounded close to 5000pts yesterday. Aly Khan says 2 weeks ago market was falling 5% each day. Volumes were down. Retailer driven. Market largely oversold. NSE performance inversely correlated to political turmoil. The way to trade the market is to follow the news flow. N.S.E chairman very optimistic. Transcentury IPO. Expects 90B worth of capital this year. Aly Khan says if a win win solution found a lot of cash will come into Kenya very quickly. Transcentury is a venture capital business. He would discount Safaricom very hard..



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  02-FEB-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan talks about the political scene. He says the market is short-term. Without a speedy settlement asset markets will come under a lot of pressure. The assasination of second MP not helpful. President makes hardline comments at AU/AIGAD summit. Opposition happy with Kofi Anann led mediation. Aly Khan is not certain on what govt will offer opposition as they are opposed to power sharing. Which seems to be what everyone in the market is hopping for. Weekend was quiet. Easing of tensions...



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  28-JAN-2008 ::  CNBC Africa - StreetTalk Interview
  Over the weekend, images from Nakuru & Naivasha were so apauling that the market absolutely took front. We say heavy selling from retail investors. Institutions were net buyers. Saw sharp breakdown in key stocks.



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  08-JAN-2008 ::  CNBC Africa - StreetTalk Interview
  Aly Khan takes us through the ongoing political milieu after ODM leader Raila Odinga calls-off todays public rallies and the sentiments that followed. He is optimistic on the outcome and speculates on a government of national unity. The cost of the economy has already risen to over a billion dollars and he is wary on sectors such as tourism which have had a harder impact compared to other sectors. Aly Khan also walks us through the performance at the market, he is seeing a rebound very soon which will be boosted by the current solid demand and...



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