Strategy: politics, ratings and global macro economic environment

By | 2017-11-14T09:21:22+00:00 November 14th, 2017|Markets and Research, Uncategorized|

Executive Summary The purpose of this strategy note is to highlight the possible scenarios for the South African rand over the next three to six months. We believe three factors will drive the local currency and bond performance: The 54th ANC National Conference: 16-20th December 2017 The ratings decisions by the international rating agencies: 24th [...]

How digital opportunity is reshaping SA’s shopping centres

By | 2018-03-07T11:43:35+00:00 October 4th, 2017|Property Finance, Uncategorized|

Byline: Bronwen Noble In the fiercely competitive South African retail environment, technology is a game-changer for shopping centres. Online shopping was initially tipped to be a cruel competitor for bricks-and-mortar retail, luring customers and their spend away from malls. Yet shopping centres remain the first port of call for most South African shoppers, and in [...]

Daily Market Commentary: 24 August 2017

By | 2017-08-24T08:50:44+00:00 August 24th, 2017|Markets and Research, Uncategorized|

Today we are taking a look at: Small inflows into the local bond market yesterday, liquidity remains thin FX Markets remain subdued, focus shifting to Jackson Hole Gold rallies marginally as a result of dollar weakness, oil remains range-bound ahead of weekly US inventory data Global markets traded mostly lower, weighed by political comments from [...]

The vital link between property finance and effective healthcare in SA

By | 2017-08-15T09:35:55+00:00 August 15th, 2017|Finance, Investment Banking, Uncategorized|

By D’Anvo Jones, Divisional Executive: Nedbank Corporate and Investment Banking (NCIB) Property Finance The 2016 World Alzheimer Report, released by Alzheimer Disease International highlighted the fact that people living with dementia typically have poor access to appropriate healthcare. While the challenge is a global one, the lack of appropriate care facilities is more acute in [...]

Understanding the change catalysts in Africa’s oil and gas sector

By | 2017-06-07T12:57:30+00:00 June 7th, 2017|Finance, Uncategorized|

By Thabo Thobejane; Senior Associate; Oil and Gas Finance - Nedbank Corporate and Investment Banking Despite having experienced significant growth in recent years, Africa’s oil and gas industry remains poised for continued expansion,  mainly to the  energy appetites of many developed and developing countries across the globe. A number of recent events in this vital [...]

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 [...]