The environment we have (low rates, low inflation) is a good environment for small companies.

I expect the high inflation environment to persist in the coming months due to effects of drought. In broad terms, Kenyans should expect to dig deeper into their pockets.

We're in an almost perfect environment: low inflation, strong corporate profits and a benign Fed. It certainly seems that the Dow can continue to make new highs.

Inflation is a massive theme because we are in a rising-interest-rate environment. I think there is enough pressure for the European Central Bank to raise interest rates fairly aggressively.

Despite the strong domestic demand, high oil prices and rising food prices, inflation remains relatively benign at both producer and consumer levels.

Coming into that environment, it has not been a difficult transition.