Rockview Monthly January 2026 provides a comprehensive analysis of global, regional, and Kenyan capital markets as the year begins on a firmer footing. The report highlights policy-driven equity gains, sector leadership dynamics, evolving foreign investor flows, and a flattening yield curve amid sustained monetary easing. With banking stocks leading performance and earnings season approaching, the outlook emphasizes selective positioning, quality fundamentals, and income-driven strategies.
Website Highlights
Global equities advanced on easing inflation and clearer monetary policy expectations
Sub-Saharan African markets opened 2026 strongly, led by Kenya, Tanzania, and Egypt
NSE indices recorded broad-based gains, with banking stocks driving market performance
NCBA rallied following the proposed Nedbank acquisition, signaling renewed foreign strategic interest
EABL delivered strong earnings growth and declared a higher interim dividend
Market capitalization rose to KES 3.08 trillion despite softer trading volumes
Yield curve flattened as medium- and long-term yields declined
Investor focus shifts to full-year earnings, dividends, and FX stability