Daily Market Commentary: 14 August 2018

By | 2018-08-14T09:09:53+02:00 August 14th, 2018|Uncategorized|

Today we are taking a look at: Risk-off dampens demand for EM bonds, SAGB yields rise on the back of recent EM tensions USDZAR recovers from recent sell-off but remains vulnerable amid continued risk-off, dollar remains bid amid safe-haven buying Commodity prices remain downbeat in the midst of a strong dollar, oil marginally higher Global [...]

Disruptive technology – a different take on how you can “bank on disruption”

By | 2018-06-01T14:20:54+02:00 June 1st, 2018|Agriculture, Innovative Disruption, Investment Banking, Uncategorized|

With today’s Internet of Things (IoT) and artificial intelligence (AI) combining to facilitate disruptive technologies in more and more industries, traditional industry has found itself left with one of two options – adapt or die. Simply put, IoT is the concept of linking any gadget to the internet to facilitate the exchange of data both [...]

Potential for solid M&A activity uptick on evidence of clear direction by SA government

By | 2018-06-15T10:59:00+02:00 May 29th, 2018|Advisory, Finance, General, Renewable Energy, Uncategorized|

By Tapiwa Shamu; Principal – Corporate Finance: Nedbank CIB. M&A activity in sub-Saharan Africa reached multi-year lows in 2017, declining by close to 50% over the course of the year as political uncertainty reached a peak in SA, through which a large proportion of the entire region’s inbound M&A deal activity flows. While the slowdown [...]

Daily Market Commentary: 24 November 2017

By | 2017-11-24T09:29:21+02:00 November 24th, 2017|Markets and Research, Uncategorized|

Today we are taking a look at: Marginal inflows from foreign investors into our bond market yesterday All eyes on the ratings agencies announcements tonight, USDZAR marginally weaker over the past day Gold remains elevated, Oil extends further overnight The JSE closed lower, European markets were little changed and Asian markets mostly lower, taking a cautious [...]

Strategy: politics, ratings and global macro economic environment

By | 2017-11-14T09:21:22+02:00 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 [...]