President Ramaphosa

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 [...]

Daily Market Commentary: 23 August 2018

By | 2018-08-23T09:07:49+00:00 August 23rd, 2018|Markets and Research|

Today we are taking a look at: Yields decline as risk-off sentiment fatigued, locally, markets calmed by President Ramaphosa’s comments on land reform Trade war concerns continue to dictate moves in the FX market Oil price extend gains from previous session as US stockpiles fall; Gold marginally lower this morning The JSE posted handsome gains [...]

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, [...]