USD / TZS 2,632Gold · $/oz $4,010BoT rate 5.75%Inflation 4.0% 25 Jun 2026 verified close
Tanzania Intelligence

The Brief

Vol. I · No. 177
Friday, 26 June 2026
Verified closeDSE · BoT · frozen to the covered session25 Jun 2026 verified close

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

The Brief is written the morning after the market closes. This edition analyses Thursday, 25 June 2026 — the most recent verified session. Its figures are frozen to that close; for today’s live moves see Markets.


DSE All-Share
3,979.24▲ 1.21%
DSEI · vs 25 Jun
Tanzania Share Index
8,656.37
TSI · 25 Jun · domestic
USD / TZS
2,632
−6.1% YTD
Gold · $/oz
$4,010
as at 26 Jun
BoT rate
5.75%
3rd hold
91-day T-bill
3.35%
BoT WAR · latest auction
364-day T-bill
7.03%
BoT WAR · latest auction
Inflation
4.0%
Apr
Today in 60 seconds
  1. DSE All-Share jumps 2.38% to 4,025 as cross-listed banks outpace the domestic tape
  2. DIRA 2050 implementation instruments launch 29 June
  3. BoT holds at 5.75%; 364-day T-bill jumps to 6.92%
WatchDIRA 2050 implementation instruments launch ceremony29 Jun 2026
Read the full Brief ↓

Did the domestic-only and all-share indices tell the same story over the covered quarter?

The domestic market against the headline index

2026-03-25 = 100 · frozen at the 2026-06-25 covered session

+0.1%TSI · quarter+1.4%DSEI · quarter
Coverage 2026-03-25 → 2026-06-25 Vintage 2026-06-25 · final Revision current · v0
The domestic market against the headline index. Exact values underlying the chart.
DateIndexRebasedRaw level
2026-03-25Tanzania Share Index1008,651.29
2026-03-26Tanzania Share Index99.87038,640.07
2026-03-27Tanzania Share Index99.87858,640.78
2026-03-30Tanzania Share Index99.48688,606.89
2026-03-31Tanzania Share Index98.29448,503.73
2026-04-01Tanzania Share Index97.9228,471.52
2026-04-02Tanzania Share Index97.74068,455.82
2026-04-08Tanzania Share Index98.02538,480.45
2026-04-09Tanzania Share Index99.18178,580.5
2026-04-10Tanzania Share Index100.86028,725.71
2026-04-13Tanzania Share Index101.52738,783.42
2026-04-14Tanzania Share Index102.22248,843.56
2026-04-15Tanzania Share Index101.8598,812.12
2026-04-16Tanzania Share Index100.81818,722.07
2026-04-17Tanzania Share Index99.61578,618.04
2026-04-20Tanzania Share Index99.05598,569.61
2026-04-21Tanzania Share Index98.94828,560.3
2026-04-22Tanzania Share Index98.91028,557.01
2026-04-23Tanzania Share Index98.30018,504.23
2026-04-24Tanzania Share Index97.83698,464.15
2026-04-27Tanzania Share Index97.52968,437.57
2026-04-28Tanzania Share Index98.46668,518.63
2026-04-29Tanzania Share Index100.00078,651.35
2026-04-30Tanzania Share Index100.27658,675.21
2026-05-04Tanzania Share Index98.92118,557.95
2026-05-05Tanzania Share Index97.67758,450.36
2026-05-06Tanzania Share Index96.56858,354.42
2026-05-07Tanzania Share Index95.7258,281.45
2026-05-08Tanzania Share Index96.78188,372.87
2026-05-11Tanzania Share Index98.30978,505.06
2026-05-12Tanzania Share Index98.29938,504.16
2026-05-13Tanzania Share Index97.87788,467.69
2026-05-14Tanzania Share Index97.29648,417.39
2026-05-15Tanzania Share Index97.19948,409
2026-05-18Tanzania Share Index97.64918,447.91
2026-05-19Tanzania Share Index97.79228,460.29
2026-05-20Tanzania Share Index97.52058,436.78
2026-05-21Tanzania Share Index98.54638,525.53
2026-05-22Tanzania Share Index98.97038,562.21
2026-05-25Tanzania Share Index100.68858,710.85
2026-05-26Tanzania Share Index101.31828,765.33
2026-05-28Tanzania Share Index101.55338,785.67
2026-05-29Tanzania Share Index101.42418,774.49
2026-06-01Tanzania Share Index101.86268,812.43
2026-06-02Tanzania Share Index102.52628,869.84
2026-06-03Tanzania Share Index102.07818,831.07
2026-06-04Tanzania Share Index102.42678,861.23
2026-06-05Tanzania Share Index101.88718,814.55
2026-06-08Tanzania Share Index101.92578,817.89
2026-06-09Tanzania Share Index101.47498,778.89
2026-06-10Tanzania Share Index100.87178,726.7
2026-06-11Tanzania Share Index99.88458,641.3
2026-06-12Tanzania Share Index99.33928,594.12
2026-06-15Tanzania Share Index98.2678,501.36
2026-06-16Tanzania Share Index99.33218,593.51
2026-06-17Tanzania Share Index99.62288,618.66
2026-06-18Tanzania Share Index100.0898,658.99
2026-06-19Tanzania Share Index99.9688,648.52
2026-06-22Tanzania Share Index99.67438,623.11
2026-06-23Tanzania Share Index99.54728,612.12
2026-06-24Tanzania Share Index99.82038,635.74
2026-06-25Tanzania Share Index100.05878,656.37
2026-03-25DSE All Share1003,922.92
2026-03-26DSE All Share99.34233,897.12
2026-03-27DSE All Share99.34543,897.24
2026-03-30DSE All Share98.88253,879.08
2026-03-31DSE All Share98.12723,849.45
2026-04-01DSE All Share97.91693,841.2
2026-04-02DSE All Share97.89493,840.34
2026-04-08DSE All Share98.46753,862.8
2026-04-09DSE All Share99.50193,903.38
2026-04-10DSE All Share100.74613,952.19
2026-04-13DSE All Share101.45813,980.12
2026-04-14DSE All Share102.16934,008.02
2026-04-15DSE All Share101.93043,998.65
2026-04-16DSE All Share100.86363,956.8
2026-04-17DSE All Share99.84913,917
2026-04-20DSE All Share99.27763,894.58
2026-04-21DSE All Share99.03163,884.93
2026-04-22DSE All Share99.08873,887.17
2026-04-23DSE All Share98.46643,862.76
2026-04-24DSE All Share98.40783,860.46
2026-04-27DSE All Share98.16543,850.95
2026-04-28DSE All Share98.87993,878.98
2026-04-29DSE All Share99.80273,915.18
2026-04-30DSE All Share99.9073,919.27
2026-05-04DSE All Share98.79073,875.48
2026-05-05DSE All Share97.80323,836.74
2026-05-06DSE All Share96.96933,804.03
2026-05-07DSE All Share96.37643,780.77
2026-05-08DSE All Share97.22763,814.16
2026-05-11DSE All Share98.29723,856.12
2026-05-12DSE All Share98.55623,866.28
2026-05-13DSE All Share97.96783,843.2
2026-05-14DSE All Share97.66143,831.18
2026-05-15DSE All Share97.59773,828.68
2026-05-18DSE All Share97.92993,841.71
2026-05-19DSE All Share98.02833,845.57
2026-05-20DSE All Share97.63673,830.21
2026-05-21DSE All Share98.3933,859.88
2026-05-22DSE All Share98.77973,875.05
2026-05-25DSE All Share99.96253,921.45
2026-05-26DSE All Share100.41813,939.32
2026-05-28DSE All Share100.35593,936.88
2026-05-29DSE All Share100.32023,935.48
2026-06-01DSE All Share100.64443,948.2
2026-06-02DSE All Share100.95823,960.51
2026-06-03DSE All Share100.76653,952.99
2026-06-04DSE All Share101.00593,962.38
2026-06-05DSE All Share100.28453,934.08
2026-06-08DSE All Share100.48183,941.82
2026-06-09DSE All Share100.32533,935.68
2026-06-10DSE All Share100.11423,927.4
2026-06-11DSE All Share99.33143,896.69
2026-06-12DSE All Share99.11093,888.04
2026-06-15DSE All Share98.43333,861.46
2026-06-16DSE All Share99.35053,897.44
2026-06-17DSE All Share99.733,912.33
2026-06-18DSE All Share100.69343,950.12
2026-06-19DSE All Share100.44793,940.49
2026-06-22DSE All Share99.76833,913.83
2026-06-23DSE All Share99.8463,916.88
2026-06-24DSE All Share100.2213,931.59
2026-06-25DSE All Share101.43573,979.24

Read: The rebased paths show the part of the domestic move that the broader headline index does—and does not—capture.

Index scope differs. Neither line is the return of every constituent or of a reader’s portfolio.

Markets

DSE All-Share jumps 2.38% to 4,025 as cross-listed banks outpace the domestic tape

Signal

The DSE All-Share rose 2.38% to 4,025.11 on 26 June, far outpacing the domestic indices as cross-listed KCB (+4.86%) led the board.

Why it matters

The Tanzania Share Index rose only 0.83% and Banks 0.76%, so cross-listed weight drove the headline; NMB held flat while CRDB added 1.57% on heavy volume.

What to watch

Whether cross-listed strength holds into the 1 July fiscal-year turn; the DSE's verified Week 26 index prints in early July.

Source: Dar es Salaam Stock Exchange · Edition 26 Jun 2026
Go deeper →
Strategy

DIRA 2050 implementation instruments launch 29 June

Signal

President Samia presides over the 29 June launch of DIRA 2050's implementation instruments in Dar es Salaam, with operational start set for 1 July.

Why it matters

The long-term plan (2026/27–2050/51), FYDP IV and the 2026/27 budget now move together, giving the USD 1tn-by-2050 ambition an execution spine.

What to watch

First strategic-project funding commitments and PPP frameworks signalled at the ceremony.

Source: Open-source reporting · Edition 26 Jun 2026 · Data open-source · interpretation: Medium confidence
Go deeper →
Get the Daily Brief before the market opens.

A free daily Tanzania market-intelligence note covering DSE moves, rates, FX, policy, macro signals and what to watch next.

Information and education only. No advice. No noise. Unsubscribe anytime.
Rates

BoT holds at 5.75%; 364-day T-bill jumps to 6.92%

Signal

The Central Bank Rate stayed at 5.75% for a third straight quarter; at auction No. 1201 on 17 June the 364-day weighted-average yield cleared 6.92%, up ~54bp.

Why it matters

A steeper front end even as policy holds — the long bill richening points to expected fiscal supply ahead of the new year's borrowing programme.

What to watch

Auction No. 1202 in early July confirms whether the 364-day steepening persists.

Source: Bank of Tanzania · Edition 26 Jun 2026 · Data verified · interpretation: Medium confidence
Go deeper →
Currency

Shilling steady near 2,632/USD; gold firm at ~$4,010

Signal

The Bank of Tanzania official mean held near 2,632/USD into the fiscal-year turn, down roughly 6.1% YTD, while global gold traded firm around $4,010/oz.

Why it matters

A stable shilling and elevated gold — exports up 38.5% y/y — underpin official reserves of about USD 6.08bn as DIRA 2050 spending begins.

What to watch

Whether FX stability holds once 1 July budget measures and arrears clearance begin.

Source: Bank of Tanzania · Edition 26 Jun 2026 · Data verified · interpretation: Medium confidence
Go deeper →
Fiscal

TRA beats target with TZS 28tn collected in nine months

Signal

TRA collected TZS 28.0tn from July 2025–March 2026 against a TZS 26.8tn target; the Jan–Mar quarter alone was TZS 9.31tn, up 23.6% year-on-year.

Why it matters

The overshoot helps fund the TZS 1.2tn arrears clearance without leaning harder on borrowing as the record FY2026/27 budget takes effect.

What to watch

TZS 1.2tn arrears disbursement and any domestic-borrowing pressure on yields after 1 July.

Source: Open-source reporting · Edition 26 Jun 2026 · Data open-source · interpretation: Medium confidence
The Ghost

The model book

The Ghost's hypothetical TZS 500m book is +1.94% since inception, with NMB Bank its largest equity position.

Ghost relevance: how today’s rates, FX, gold and inflation read against a hypothetical model-book — educational, not advice.

Open the Ghost tracker → The terrain it reads →
Week ahead — what to watch
WhenEventWhy it matters
29 Jun 2026DIRA 2050 implementation instruments launch ceremony
1 Jul 2026FY2026/27 budget & DIRA 2050 take legal effect
Early Jul 2026Next BoT T-bill auction No. 1202
Early Jul 2026DSE verified index for 26 Jun + Week 26 reports
Get the Daily Brief before the market opens.

A free daily Tanzania market-intelligence note covering DSE moves, rates, FX, policy, macro signals and what to watch next.

Information and education only. No advice. No noise. Unsubscribe anytime.

Compiled from open-source reporting for information and education only — not investment advice. Equity and index figures reconcile to the Dar es Salaam Stock Exchange verified close; rates, FX and gold to the Bank of Tanzania. Figures are as reported and require refresh against official data.

Archive — past editions32
The rise broadens into industrials and services — but CRDB carries more than half the moneyFriday, 24 July 2026The give-back reverses on the heaviest tape in weeks — but three-quarters of it is one Breweries blockThursday, 23 July 2026A second thin give-back leaves the tape 25 points off the high — while the exchange's half-year numbers tell the opposite storyWednesday, 22 July 2026A thin Monday pause nine points under the record, as the rail story hardens from headlines into contractsTuesday, 21 July 2026Monday reopens off Friday's record-adjacent close, into a week with nothing dated on the calendarMonday, 20 July 2026A week with nothing dated on the market calendar — so the question turns to breadth, not dataSunday, 19 July 2026The DSE claws back its early-July dip — up 0.72% on three straight gains, back within a whisker of its recordSaturday, 18 July 2026CRDB supplies 93% of a TZS 55.20bn board while breadth turns negativeFriday, 17 July 2026The crossing did not repeat — turnover falls 28x to TZS 2.71bn and the All-Share gains for the first time in seven sessionsThursday, 16 July 2026CRDB alone was 97% of Tuesday's board — TZS 73.4bn on 27.2m shares as the All-Share eased a sixth sessionWednesday, 15 July 2026Inflation eases to 4.0% in June — the first read after the fuel-subsidy exit and the 50bp hike passes the band testTuesday, 14 July 2026The DSE reopens at 4,082.43 with four declines behind it and the week's two dated events aheadMonday, 13 July 2026Two dated events, one question: what the hurdle rate is, and who pays for the ambitionSunday, 12 July 2026Four sessions, four declines: the DSE gives back a little of its record, and one CRDB crossing carries the tapeSaturday, 11 July 2026The DSE eases in its first full session back as a mild foreign net-selling tilt meets thin breadthFriday, 10 July 2026Saba Saba reframed as a managed trade showcase as the runway to the 17 July Vision 2050 launch clearsThursday, 9 July 2026Saba Saba passes as a shutdown, not a clash: Kariakoo deserted under heavy security as the market reopensWednesday, 8 July 2026Saba Saba day: DSE closed and security deployed across Dar, with a quiet commemoration the base caseTuesday, 7 July 2026Saba Saba eve: rally ban enforced with deployments across Dar as the TPDF warns off protest callsMonday, 6 July 2026Bank of Tanzania lifts the policy rate to 6.25%, the first tightening of the cycleSunday, 5 July 2026DSE All-Share caps a record week at 4,116.73 with a third straight all-time highSaturday, 4 July 2026DSE All-Share extends the record run to 4,090.11 as banks carry the fiscal-year openFriday, 3 July 2026DSE All-Share opens the fiscal year at a record 4,057.22 as domestic counters leadThursday, 2 July 2026Tanzania's record budget and Vision 2050 take legal effect as the execution clock startsWednesday, 1 July 2026Tanzania's record budget and DIRA 2050 take legal effect tomorrow as the fiscal year turnsTuesday, 30 June 2026DIRA 2050's implementation instruments launch today as Tanzania's new fiscal year opensMonday, 29 June 2026Tanzania opens its new fiscal year: DIRA 2050 instruments launch Monday, DSE reopens above 4,000Sunday, 28 June 2026Tanzania enters 2026/27 with a record budget and a 25-year horizonThursday, 25 June 2026Vision 2050 launch nears as DIRA planning instruments reach parliamentWednesday, 24 June 2026DIRA 2050 launches 1 July with a $47bn strategic-project spineTuesday, 23 June 2026TZS 62.33tn FY2026/27 budget takes effect 1 JulyMonday, 22 June 2026Samia to launch Vision (Dira) 2050 instruments on 29 JuneSunday, 21 June 2026