Kudakwashe Taimo
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Capital markets: Delistings and the need for reflection
The combination of thin trades, an exodus of key counters, and heightened tracking errors underscores the structural challenges facing ETFs on the ZSE.
By Kudakwashe Taimo
Dec. 6, 2024
Zim Stock Exchange performance and projections
All thanks to capital market participants, who advocated for the reduction of the capital gains withholding tax at a conference, which was held in Nyanga around that same period.
By Kudakwashe Taimo
Dec. 13, 2024
Will the VFEX spark or stall?
The favourable environment for capital raise in USD, reduced trading costs, forex retention benefits and tax incentives attracted 15 listings over the past four years.
By Kudakwashe Taimo
Dec. 20, 2024
National assets on the line: Game changer or red flag?
Economic analysts have debated the practicality of the budget, particularly since over 80% of the projected revenue is expected to come from taxes.
By Kudakwashe Taimo
Jan. 10, 2025
What firms need to sustain
By the close of 2023, the currency crisis had deepened, with the parallel exchange rate of US$/ZWL reaching 10 500, while the auction rate lagged behind at a 72% discount.
By Kudakwashe Taimo
Jan. 17, 2025
Top asset classes to consider
While individual risk appetites and goals vary, capital preservation and reduced risk remain priorities.
By Kudakwashe Taimo
Jan. 24, 2025
Unpacking third quarter trading update of Delta
Currently, Delta accounts for 30% of the total ZSE market capitalisation and contributes over 50% of the average daily traded value on the local exchange.
By Kudakwashe Taimo
Jan. 31, 2025
Markets review of January
On the VFEX, market capitalisation dipped by 1%, and turnover declined by 41% to US$11,6 million from US$19,6 million recorded in December 2024.
By Kudakwashe Taimo
Feb. 7, 2025
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Unpacking MPS: Key insights, implications
Beyond these specific uses, the preference for USD among economic players remains prevalent, as highlighted by the statistics above.
By Kudakwashe Taimo
Feb. 14, 2025
Roadmap for firms, investors
The ZSE ended last year with a market capitalisation of US$1,67 billion, which declined further to US$1,48 billion in January 2025 and currently stands at US$1,45 billion.
By Kudakwashe Taimo
Feb. 21, 2025
Unpacking Truworths’ corporate rescue plan: What’s in the offing?
This move has sparked mixed reactions, similar to the lack of excitement around Econet’s acquisition of Ecocash’s non banking assets
By Kudakwashe Taimo
Feb. 28, 2025
Future of banking — Introspection into Nyambirai’s return to Steward
This includes examining their relationship with macro-economic challenges, how most banks have managed to stay operational, and what the future holds for the sector.
By Kudakwashe Taimo
Mar. 7, 2025
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ZSE sees 6% turnaround
In February, market activity was largely driven by the two most liquid stocks on the local bourse, which accounted for over 86% of total trading volume.
By Kudakwashe Taimo
Mar. 14, 2025
Tackling exchange rate disparities, strenghtening ZiG’s market value
Recently, I booked a bus ticket with a local company to travel to one of our special economic zones. I was given the option to pay in either US dollars or Zimbabwean Gold (ZiG).
By Kudakwashe Taimo
Mar. 21, 2025
Revitalising Zimbabwe’s retail, wholesale sector
This significant contribution underscores the sector’s critical role in sustaining economic activity, especially as formal businesses continue to lose market share to the informal economy.
By Kudakwashe Taimo
Mar. 28, 2025
Innscor’s half year financials: Revenue up as profit surges
This is the segment that was subject to effects of sugar tax on its Probottlers division.
By Kudakwashe Taimo
Apr. 4, 2025
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Quarter 1 2025 pulse: A look behind and the road forward
Standout counters during Q1 2025 included Econet Wireless and Delta Corporation, which collectively accounted for 83% of the ZSE’s total traded value.
By Kudakwashe Taimo
Apr. 11, 2025
Axia’s H1 2025 financial review: ZiG devaluation drives US$2,287m financial losses
Taimo is an investment analyst with a talent for writing about equities and addressing topical issues in local capital markets.
By Kudakwashe Taimo
Apr. 17, 2025
US dollar reigns: Why ZiG struggles to gain ground in banking landscape
With the introduction of the Zimbabwe Gold (ZiG) currency in April 2024, the Reserve Bank of Zimbabwe (RBZ) aimed to gradually grow its share in the
By Kudakwashe Taimo
Apr. 25, 2025
Gold sector: Output surges in Q1, deep structural challenges remain
All of this casts doubt on Zimbabwe’s ambitious 6% GDP growth target for 2025, set by the Ministry of Finance.
By Kudakwashe Taimo
May. 2, 2025
Local market slumps by 7% as Padenga helps VFEX gains
Without a doubt, this is an exceptionally rewarding period for Padenga’s shareholders, who have every reason to be pleased with the performance of their portfolios.
By Kudakwashe Taimo
May. 9, 2025
Is VFEX’s first property trust poised to boost liquidity?
Eagle REIT presents some compelling advantages for investors, particularly institutional ones such as pension funds and insurance companies.
By Kudakwashe Taimo
May. 16, 2025
Delta FY25 performance snapshot....Lager beer dominates, struggles with export woes, sparkling drinks battle sugar tax impact
Lager beer retained its position as the leading contributor to Delta Corporation’s top line, accounting for approximately 44% of total revenue in FY25.
By Kudakwashe Taimo
May. 23, 2025
How securities lending, borrowing can breathe new life into equities
As of April 14, 2025, settlement cycles have been shortened from T+3 to T+2 days, meaning investors now receive proceeds from share sales within two working days.
By Kudakwashe Taimo
May. 30, 2025
ZSE rebounds by 3% in May, VFEX falters 6%
ZHL surged 82%, while Proplastics jumped 59%. On the other end of the spectrum, Zimpapers was the month’s worst performer, plummeting 44%.
By Kudakwashe Taimo
Jun. 6, 2025
Stitching survival: Edgars turns to mass market and local supply
Edgars migrated from the Zimbabwe Stock Exchange (ZSE) to the Victoria Falls Stock Exchange (VFEX) on April 8, 2024, after delisting from the ZSE on April
By Kudakwashe Taimo
Jun. 20, 2025
Once a mining giant, now an outlier: RioZim in crisis
Cam & Motor Mine produced only 185 kg of gold, a 63% decline from 499 kg in 2023, due to low gold recoveries and a shortage of high-quality ore.
By Kudakwashe Taimo
Jun. 27, 2025
Econet drives ZSE, VFEX slips
This marked an interchange from May’s figures, where Econet and Delta posted ZiG 356 million and ZiG 136 million, respectively.
By Kudakwashe Taimo
Jul. 4, 2025
Ok Zim bets on shareholders, strategic sales to fund revival
On 25 June, OK released another circular, this time providing a detailed breakdown of its revised capital raise strategy.
By Kudakwashe Taimo
Jul. 11, 2025
Stable but sidelined: Why ZiG fails to win confidence
In October, Tanganda’s board announced it was considering delisting from the ZSE in favour of VFEX. However, the company later shelved the plan.
By Kudakwashe Taimo
Jul. 18, 2025
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Temba Mliswa: Zimbabwe’s most accomplished political opportunist or man of principle?
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Nov. 2, 2025
