GDP growth

Monthly Insights: November 2018

By | 2018-11-09T10:44:14+00:00 November 9th, 2018|Markets and Research, Watch This|

    Executive Summary ·   SA’s real economy has presented mixed signals in the high-frequency prints we have seen thus far for Q3. Mining production is likely to represent a key drag on Q3 real GDP growth, while manufacturing production surged by 1.9% in the three months to August and likely contributed positively [...]

Monthly Insights: March 2018

By | 2018-03-14T11:29:51+00:00 March 13th, 2018|Markets and Research, Watch This|

Executive Summary The economic outlook has improved. President Ramaphosa has moved fast to address the country’s most pressing concerns, tackling corruption head on and promising to restore good governance and fiscal discipline throughout the public sector. The National Budget gave content to most of the President’s promises, setting the country on a faster, [...]

Monthly Insights: November 2017

By | 2017-11-07T08:43:53+00:00 November 6th, 2017|Markets and Research, Watch This|

  Good day, Herewith the latest edition of the Monthly Insights. We trust that this will contribute to a broad overview of the interest rate, currency and financial markets. Please feel free to address any questions or comment on the contents to the undersigned. Executive Summary The economic outlook remains uncertain, clouded by [...]

Daily Market Commentary: 31 August 2017

By | 2017-08-31T08:06:44+00:00 August 31st, 2017|Markets and Research|

Today we are taking a look at: Marginal outflows recorded yesterday, dovish commentary from SARB overnight Majors weaker as dollar rebounds, market focus now firmly on the US data tomorrow Gold eases towards $1300/oz., oil sharply lower while gasoline prices continue to rise in the US as a result of the hurricane The JSE closed [...]

Risk and reward of investing outside South Africa

By | 2017-06-06T08:35:03+00:00 June 6th, 2017|Uncategorized|

By Len van Niekerk, Senior Property Analyst, Nedbank CIB The internationalisation of the listed property sector has been nothing short of spectacular. There are currently 12 ‘pure play ‘international listed companies, which account for about 40% of the entire market capitalisation of the listed sector. When taking into account the international exposure of domestically orientated [...]

Monthly Insights: 1 February 2017

By | 2017-03-02T20:53:53+00:00 February 1st, 2017|Finance|

Good day Herewith the latest edition of the Monthly Insights. We trust that this will contribute to a broad overview of the interest rate, currency and financial markets. Please feel free to address any questions or comment on the contents to the undersigned. Executive Summary Recent domestic economic conditions remain patchy and subdued. The key [...]