DSEI 2,184.62 ▲ 0.24% TSI 4,901.88 ▲ 0.11% TZS/USD 2,632.50 ▼ 0.05% GOLD $4,129 ▼ 1.5% BoT RATE 5.75% Market open · Delayed 15m
Tanzania Intelligence · Daily Brief

The Brief

Thursday, 25 June 2026 · Vol. I · No. 176

A daily reading of the forces shaping Tanzania’s economy, markets and statecraft — and the world that moves them. Information and education, never advice.

DSE All-Share
3,931.59▲ 0.45%
DSEI · vs 22 Jun
USD / TZS
2,632
−6.1% YTD
Gold · $/oz
$3,988
as at 25 Jun
BoT rate
5.75%
3rd hold
Inflation
4.0%
Apr
Fiscal Year Turns

Tanzania enters 2026/27 with a record budget and a 25-year horizon

Parliament approved the TZS 62.33tn (about USD 24bn) 2026/27 budget by 385 of 393 votes on 23 June, effective 1 July, committing TZS 1.2tn to clearing arrears and pledging tighter expenditure controls while targeting 6.3% GDP growth. As Vision 2025 reaches its statutory close, the government pivots to DIRA 2050 — a USD 1 trillion ambition launching 1 July, anchored by LNG, Kabanga Nickel, the Liganga–Mchuchuma complex and Engaruka soda ash, with private capital cast as the principal driver.

Source: Open-source reporting · as at 25 Jun 2026
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Markets

DSE adds 1.35% in Week 25 as turnover jumps 81%

The Dar es Salaam bourse rose 1.35% week-on-week in Week 25 (15–19 June), lifting total market capitalisation to about TZS 34,234.55bn. Equity turnover surged 81.28% w/w to TZS 48.99bn on 9.27m shares across 24,326 deals, while secondary bond turnover rebounded 242.08% to TZS 173.64bn. AFRIPRISE (+11.57%), EABL (+9.90%) and NMB (+7.03%) led the gainers; TOL (−12.41%) led the fallers, and the Commercial Services index slipped 1.85%.

Source: Dar es Salaam Stock Exchange · as at 25 Jun 2026
Rates

BoT holds at 5.75% for a third quarter; 364-day T-bill at 6.92%

The Bank of Tanzania kept the Central Bank Rate at 5.75% for Q2 2026 — a third straight hold — with the 7-day interbank band at 4.25–7.25% and inflation judged contained within the 3–5% objective as Q1 2026 GDP growth reached 6.2%. At auction No. 1201 on 17 June the 364-day weighted-average yield was 6.92%, up about 54bp from 6.38% on 3 June, while the 91-day eased to 3.56% and all tenors were oversubscribed.

Source: Bank of Tanzania · as at 25 Jun 2026
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Fiscal

TRA collects TZS 28tn in nine months, beating target

The Tanzania Revenue Authority collected TZS 9.31tn in the January–March quarter, up 23.6% year-on-year and above the TZS 8.75tn target, bringing July 2025–March 2026 collections to TZS 28.0tn against a TZS 26.8tn goal. Officials credit voluntary compliance and electronic fiscal systems. The overshoot gives Treasury room to fund the TZS 1.2tn arrears clearance without leaning harder on borrowing as the new fiscal year and DIRA 2050 spending begin together.

Source: Open-source reporting · as at 25 Jun 2026
Currency

Shilling broadly stable near 2,632 per dollar

The Bank of Tanzania official mean stood at 2,632.48/USD on 23 June (buy 2,619.39 / sell 2,645.58), little changed from about 2,630 a day earlier. The shilling remains down roughly 6.1% year-to-date, with gross official reserves around USD 6.08bn as at March.

Source: Bank of Tanzania · as at 25 Jun 2026
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The Ghost

The model book

The Ghost's hypothetical TZS 500m book is +1.81% since inception, with NMB Bank its largest equity position.

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What to watch
  • FY2026/27 budget & DIRA 2050 take legal effect1 Jul 2026
  • DSE Week 26–27 reports test the +81% turnover spikeEarly Jul 2026
  • Next Bank of Tanzania MPC decision (4th straight hold?)Q3 2026
  • Strait of Hormuz shipping & US–Iran peace talksOngoing

Compiled from open-source reporting for information and education only — not investment advice. Sources: Bank of Tanzania, Dar es Salaam Stock Exchange, and named press. Figures are as reported and require refresh against official data.