Kenya Capital Markets Recovery: Pension Gains and Equity RalliesThe Kenya capital markets recovery is gaining strong momentum as monetary policy moderates yields on risk-free government paper across East Africa. Driven by single-digit inflation at 6.5% in July 2026 and exchange rate stability around Ksh 129.4 per USD, institutional capital is pivoting toward risk assets. Pension Assets Drive Kenya Capital Markets RecoveryAt the institutional level, retirement schemes recorded rapid balance sheet expansion over the past year. Equity Rallies Fuel Capital Markets Recovery in KenyaThe secondary market equity performance reflects this strong institutional inflow across blue-chip counters. These developments demonstrate how public markets are regaining momentum during the ongoing capital markets recovery in Kenya.