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Market Commentary September 2017

Here are this month’s highlights: South African assets mostly lagged global peers as concern around fiscal slippage resurfaced. The SARB left interest rates unchanged, with currency risk and subdued fundamentals firmly on its radar; September saw Emerging Markets...

Market Commentary August 2017

Here are this month’s highlights: As South Africa escapes an economic recession, and inflation eases further, a small window opens for further SARB rate cuts; Combative rhetoric and tense relationships keep equity investors on their toes (US, Korea, China, Russia,...

Digital currency could spark African financial revolution

Cryptocurrency, or simply put, digital currency that uses cryptography as security, and blockchain, the technology it runs on, provide opportunities to reach Sub Saharan Africa’s largely unbanked population – a number that stood at 326 million adults in 2011 according...

Some SA start-ups not that affected by junk status

Despite South Africa’s political and economic issues, local start-ups with innovative ideas are catching the attention of international investors who spot an opportunity to scale these businesses in overseas markets.   A case in point is GetSmarter, a Cape Town...

Market Commentary: July 2017

Market View   Cash June saw a further moderation in inflation. The Consumer Price Index hit 5.1% and Producer Price Index inflation fell well below expectations to 4% year-on-year for the same month. Food and fuel price dynamics were the key drivers responsible...

Market Commentary: June 2017

Market View   Cash May saw a modest uptick in inflation, with Consumer Price Index (CPI) lifting slightly to 5.4% from 5.3% in April. The increase has largely been attributed to petrol and diesel price hikes in April and May. However, fuel-price pressures are...

Investing in SA’s hedge fund market

With hedge funds slowly starting to make their way onto investment platforms, the general South African public can now invest in hedge funds — for the first time ever. Previously, only high net worth individuals and qualified investors were able to invest in hedge...

Trustees said Moody’s would downgrade, Rand will depreciate

At the recent Batseta conference in Sun City, 61% of attendees at a RisCura presentation said, in answer to a spot survey, that Moody’s Investor Service would join Fitch and S&P in downgrading South Africa to ‘junk’ status.   RisCura’s managing director,...

Market Commentary: May 2017

Market View   Cash Inflation continued to trend lower in April 2017 with the index registering a 16-month low of 5.3%, down 0.8%. Improvement in agricultural prospects and pump-prices saw a considerable easing for core components. Food inflation eased by 2% and...