Sanan Pillay, Portfolio Manager and Head of Private Markets at Sanlam Investments Multi-Manager The scale of South Africa’s infrastructure needs is staggering. To put it into...
Investment / Asset Management
Transnet’s recovery: Why institutional investors should be watching closely
Thanzi Ramukosi, Investment Specialist, Emerging Market Fixed Income and Alastair Herbertson, Managing Director, Emerging Market Fixed Income at Ninety One Transnet’s turnaround...
JSE delivers robust half-year performance amidst global challenges
Leila Fourie, Group CEO of the JSE The Johannesburg Stock Exchange (JSE) announced a strong set of results for the first half of its financial year, during a period of heightened...
SA investors: Making hay while the sun shines
John Gilchrist, Chief Investment Officer at PSG Asset Management South African investors have actually had it surprisingly good from a return perspective in recent years despite...
Strong investor interest drives gold demand higher
Louise Street, Senior Markets Analyst at the World Gold Council The World Gold Council’s Q2 2025 Gold Demand Trends report reveals that total quarterly gold demand (including OTC[1])...
Will the proposed new inflation-target band enhance growth?
Haroon Bhorat, Chair: Investment Committee at Sygnia While it is always difficult to predict policy proclamations and their timing, particularly from National Treasury, the South...
Economies at a glance – July 2025
Sanisha Packirisamy, Chief Economist at Momentum Investments You can view the full infographic here. ENDS
MPC rate cut offers relief, but inflation remains central to policy outlook
Maarten Ackerman, Chief Economist at Citadel The South African Reserve Bank’s (SARB’s) decision to cut the repo rate by 25 basis points (bps) in today’s Monetary Policy Committee (MPC)...
Why a 3% inflation target won’t solve South Africa’s debt issues
Nick Balkin, Chief Investment Officer at Foord Asset Management The campaign to adjust the South African Reserve Bank’s (SARB’s) inflation target at the bottom end of the 3 – 6% band...
SARB to cut rates by a final 25bps
Johann Els, Chief Economist at Old Mutual Group Inflation and interest rates: June headline CPI lifted from 2.8% in May to 3%, while core CPI slipped from 3% to 2.9%. Inflationary...
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