Daily Financial Briefing
KENYA
05 August 2026
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Kenya — Daily Financial Briefing

05 August 2026

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1. MARKET OVERVIEW

Index / MarketValueChange% Change
Nairobi Securities Exchange (NSE 20)2,847.3+18.4+0.65%
NSE All Share Index (NASI)134.7+0.9+0.67%
Market Capitalisation (KES bn)1,924.5+12.3+0.64%
Equity Turnover (KES mn)682.4
Deals Volume4,318

Top Gainer: Safaricom PLC +2.1% | Top Loser: Bamburi Cement −1.4%

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2. CURRENCY AND FOREX

Currency PairBuying (KES)Selling (KES)Mid Rate
USD/KES128.45128.92128.69
EUR/KES139.20139.85139.53
GBP/KES162.10162.74162.42
TZS/KES0.04920.04980.0495
UGX/KES0.03410.03470.0344
CNY/KES17.6317.7917.71

CBK Interbank Rate (USD/KES): 128.69 | Daily KES Movement vs USD: +0.18%

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3. ECONOMIC INDICATORS

IndicatorLatest FigurePeriodPrevious
GDP Growth Rate5.4%Q1 20265.1%
Inflation Rate (CPI)4.8%July 20265.1%
Core Inflation3.9%July 20264.2%
CBK Central Bank Rate (CBR)11.75%Aug 202612.00%
Interbank Rate11.42%05 Aug 202611.39%
91-Day T-Bill Rate14.82%Latest Auction15.10%
182-Day T-Bill Rate15.34%Latest Auction15.67%
364-Day T-Bill Rate15.89%Latest Auction16.12%
Unemployment Rate5.6%Q1 20265.9%

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4. BANKING SECTOR

MetricFigurePeriod
Total Banking Sector Assets (KES bn)7,842.6June 2026
Total Deposits (KES bn)5,614.3June 2026
Total Loans & Advances (KES bn)3,987.1June 2026
Non-Performing Loans (NPL) Ratio14.2%June 2026
Capital Adequacy Ratio (Sector)18.6%June 2026
M-Pesa Daily Transaction Volume (KES bn)24.3Aug 2026 avg

CBK Foreign Exchange Reserves: USD 8.42 bn (4.2 months import cover)

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5. TRADE AND INVESTMENT

MetricFigurePeriod
Exports (KES bn)94.7June 2026
Imports (KES bn)178.3June 2026
Trade Deficit (KES bn)83.6June 2026
Tea Exports (KES bn)28.4June 2026
Horticulture Exports (KES bn)19.2June 2026
Diaspora Remittances (USD mn)412.6June 2026
FDI Inflows (USD mn)187.3Q1 2026
NSE Foreign Investor Net Position (KES mn)+214.705 Aug 2026

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6. KEY FINANCIAL NEWS

  • **KES 18.5 bn** government infrastructure bond oversubscribed by **214%** at latest CBK auction.
  • **Safaricom PLC** reports Q1 FY2027 revenue of **KES 94.3 bn**, up **8.7% YoY**.
  • **KCB Group** announces **KES 3.2 bn** regional expansion facility targeting DRC and Uganda operations.
  • **Kenya Power** secures **USD 145 mn** IFC green energy financing for grid modernisation.
  • Treasury confirms **KES 847 bn** half-year revenue collection, **97.4%** of target.
  • CBK holds **CBR at 11.75%** following August MPC meeting; next review scheduled **October 2026**.
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    7. OUTLOOK

    IndicatorCurrentForecastPeriod
    GDP Growth (IMF)5.4%5.6%FY2026
    Inflation Target (CBK)4.8%4.5%–5.0%Q3 2026
    USD/KES Forecast128.69127.50–130.00Q3 2026
    91-Day T-Bill (projected)14.82%14.50%–15.00%Q3 2026
    Current Account Deficit (% GDP)4.1%3.8%FY2026

    Fiscal consolidation progress and declining inflation trajectory support near-term KES stability.