Episodes
Published 08/14/24
Friends, It was an honor to moderate this conversation where we hosted the CEO of Capital Markets Authority Josephine Okui Ossiya and CEO of Uganda Securities Exchange Paul Bwiso. Topics Covered. * Growth over the years and the technological advancement of investing in Stocks. * Price & Liquidity Risk when it comes to investing in Stocks and Equities * Opportunities that comes with buying shares of cross listed entities from Nairobi Stock Exchange * The avenues and opportunities with in...
Published 08/14/24
Friends, Here is the Podcast version of the Space I hosted in partnership with Capital Markets Authority on July 16, 2024. The Privilege to host 3 executives from 3 fund Managers and an executive from Capital Markets Authority. * XENO Investments’ John Kamara - CFA * Sanlam Investments East Africa’s Mubbale Mugalya - CFA. * ICEA Asset Managers’ Patrick Ssempijja * CMA Uganda’s Lyn Tukei Happy Investing Everyone Alex Kakande This is a public episode. If you would like to discuss this...
Published 07/30/24
“we are now looking at interest rates that are as high as 18% on salary loans, business loans as high as 18%. You look at asset financing, We are looking at almost 20% for asset financing. When it comes to trade financing, and trade financing for business people who are importing things from different countries and bringing them to Uganda, importers. they are spending as high as 20% annualized on such a loans before they talk about taxes,” Friends, I would want to send my sincere thanks to...
Published 06/18/24
Good morning Everyone, In this podcast episode, we focus on finance and investment, particularly private capital and associated investments and opportunities in Uganda and Africa at Large. In Partnership with CFA Society of East Africa. Happy Investing Everyone Alex Kakande This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kakandealex.substack.com
Published 06/12/24
Help me share this podcast/platform with your friends to help us grow our platform as we continue to get the best guests. Friends, I would like to express my heartfelt gratitude to the team at the Old Mutual Investment Group for their exceptional contribution to this discussion and for guiding the conversation as we strive to broaden the understanding of investments, with a particular focus on Unit Trusts. To each and everyone of you who tuned in, shared the link in different groups that...
Published 06/07/24
In this compelling conversation, Jean Akol hosts a segment of the BLA conversation focused on the capital markets in Uganda to discuss the impact of the recent Moody’s downgrade of Uganda’s Credit ratings from B2 Negative to B3 stable. He is joined by a panel of knowledgeable guests, including Allan Nyamutale, Timothy Ahumuza, Alex Kakande, with a special appearance by David Ochen. The discussion centers on a recent event where Moody's Ratings agency downgraded Uganda's government issuer...
Published 05/28/24
Friends, I would like to express my heartfelt gratitude to the team at the Bank of Uganda for their exceptional contribution to this discussion and for guiding the conversation as we strive to broaden the understanding of investments, with a particular focus on treasury bonds and treasury bills in Uganda. To each and everyone of you who tuned in, shared the link in different groups that allowed us to have over 8,000 live audiences, you are my heroes as we push this conversation forward....
Published 04/26/24
Alex Kakande, Jean Akol & Allan Nyamutale In the podcast, Kakande Alex and Jean Akol discuss the concept of the Ugandan dream in a financial and management context. Alex posits that the Ugandan dream should be contextualized to include owning a decent house, being able to afford one's kids' school fees, and having a comfortable leisure lifestyle that matches one's earnings. Jean Akol notes that an individual's dreams, lifestyle, and inequality should drive their asset allocation,...
Published 03/13/24
In the podcast, the speakers Alex, Allan, Jean, Yogi and Timothy the host discuss investment options in Uganda, specifically debating between real estate and fixed income securities, such as treasury bonds and unit trusts. The discussion arises out of the question of where an ordinary investor should put their money and what the potential returns would be. Alex argues for fixed income investments, stating that they are characterized by better yields and less risk. He emphasizes that these...
Published 03/12/24
By Jean Akol and Allan Nyamutale In the podcast episode, we have Jean Akol and Allan Nyamutale as they discuss real estate as an asset class, the risks, return characteristics, and its integration into an individual's investment portfolio. They reveal that there are over 36 sub-asset classes in real estate for potential investment, each potentially affected by different economic dynamics. They provide an example of how the location and tenant demographics of rental properties can change its...
Published 03/12/24
In today’s conversation, we look at the recent but worrying trend that is starving the private sector of critical credit as commercial banks are increasingly preferring to lend to Government of Uganda through buying of Local and lucrative Treasury Bonds. From the 2022 Bank of Uganda statistics, The Government securities grew by 141% from 2017 to 2022 yet total loans grew by just 53% in the same period even when Deposits (The biggest source of Banks’ funding) grew by 73% in the similar...
Published 03/05/24
In this Episode we break down the importance of planning your loan cashflows and the advantages of Early repayment of whole or part of the loan. “loan repayment schedule. Every lender will provide a detailed document outlining exactly when payments are due, usually on a monthly basis. In the document, three components will dictate your loan management strategy which are very important to understand: the principal loan amount outstanding at any point in time, the interest charged at each...
Published 02/26/24
On today's episode I host a dear friend of mine for those of you who know him and for today's discussion I thought I should bring someone who is a strong, strong advocate of investing in land. Quotes from the episode Allan “I believe it's a very good asset class for those of you listening not just from the return point of view but the risk point of view as well and the diversification which is very important from when you're building a portfolio of investments” Enjoy the episode. Alex...
Published 02/25/24
Now you can listen to my podcasts in Spotify or Apple Podcasts Good morning Kampala, In this Podcast, we break into the Economics of why Bond prices are impacted by the interest rates. For reference. The 15 year bond offered in 2019 at Coupon rate of 14.25% now trading around UGX 92. The 15 year treasury bond offered in 2020 at 15.25% now trading at around UGX 102 Quote from the Podcast. “Your best strategy is to hold to maturity. (Hold to Maturity"). At least 90% of your chances should...
Published 02/25/24
Good morning Kampala. In this episode we talk about the secondary Market deals of the week. We also talk about the upcoming 20 year Auction coming on the market next month. Some of the quotes from the episode. “All the great investors, all the great investment firms we are here about, they have exposure to treasury bonds. But when you bring it back home, I'm an ardent believer that many of us, we shall never be entrepreneurs. However much we glorify it, there is that statistic that 90% of...
Published 02/24/24
Good morning Kampala. Happy Friday. In this podcast we discuss a few questions regarding Investing in Treasury bonds. Key Question. * As a retail Investor with Little money to invest, can you in the primary market? * If you buy your bond from the primary market? can you sell it to the secondary market? * Who can you sell to in the secondary market? Enjoy and Happy Investing Everyone. Alex Kakande This is a public episode. If you would like to discuss this with other subscribers or get...
Published 02/23/24
Good morning Kampala, In this episode, I review yesterday’s15 year treasury Bond Auction results especially on the Questions of premium being. But first. You can find our podcasts on this link for the Apple podcasts. We will be hosting Mr Danstan Kisuule the CEO of Y-Save Uganda tonight on X space. It's about the SACCOs in Uganda, drive, mission, services and the return component. Don't Miss it. Alex Kakande This is a public episode. If you would like to discuss this with other...
Published 02/22/24
The final summary of the Y-Save SACCO Financial statements Review. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kakandealex.substack.com
Published 02/20/24