The Rockview Monthly – October 2025 edition by Rock Advisors Research Department offers a comprehensive look at global, regional, and Kenyan market trends shaping investment decisions this quarter.
Global equities advanced strongly in September, led by growth sectors such as AI, semiconductors, and cloud computing, following the U.S. Federal Reserve’s first rate cut of the year. Across Africa, markets like Kenya, Ghana, and Nigeria posted impressive year-to-date gains, supported by policy reforms and stable currencies.
In Kenya, business activity rebounded with the Purchasing Managers’ Index (PMI) rising to 51.9, signaling renewed private-sector confidence. Inflation remained steady at 4.6%, aided by lower fuel prices and stable food costs. The Automobile & Accessories sector led local market gains, while the Banking Sector saw key policy shifts expected to enhance credit access and lending efficiency.
The Nairobi Securities Exchange (NSE) continued its bullish run, supported by strong investor appetite for undervalued stocks and longer-term bonds. Rock Advisors maintains a positive outlook on key counters such as KCB, Equity Group, and I&M Bank, alongside select opportunities in real estate and infrastructure.
Stay informed with detailed insights, sector analysis, and investment outlooks in our full report.
Rock Advisors_Rockview Monthly – October 2025
