by @Izak Odendaal | Nov 28, 2023 | COVID, Economics, Energy Crisis / Loadshedding, Investment / Asset Management, SARB
Izak Odendaal – Old Mutual Wealth Investment Strategist The great global post-Covid interest rate hiking cycle is ending. Nothing is ever certain, and there are a few notable outliers, but with inflation moving in the right direction in most countries,...
by @Lullu Krugel and @Christie Viljoen | Nov 21, 2023 | Economics, SARB
Lullu Krugel, PwC South Africa Chief Economist and Christie Viljoen, PwC South Africa Senior Economist Exchange rate, industrial production and international monetary policy factors all point to local policymakers not needing to increase the repo rate further...
by @Bulent Badsha | Oct 31, 2023 | Budget Speech, Economics, Minister of Finance, National Treasury, SARB
Bulent Badsha, Portfolio Manager at M&G Investments The South African fixed income market keenly awaits the upcoming Medium Term Budget Policy Statement (MTBPS) on 1 November 2023. In managing the M&G Enhanced Income Fund we make a concerted effort to...
by @Sanisha Packirisamy | Oct 19, 2023 | Economics, Investment / Asset Management, SARB
Sanisha Packirisamy, Economist at Momentum Investments “Inflation is as violent as a mugger, as frightening as an armed robber, and as deadly as a hit man.” These words, spoken by Ronald Reagan during his presidency, resonate with the severity of the inflation...
by @Sanisha Packirisamy | Oct 19, 2023 | Economics, SARB, Stats SA
Sanisha Packirisamy, Economist at Momentum Investments Statistics South Africa (Stats SA) reported headline inflation (CPI) at 5.4% year-on-year (y/y) for September 2023, notably higher than the 4.8% y/y figure in August 2023. “Relative to the Reuters’...
by @Herman van Papendorp and @Sanisha Packirisamy | Oct 10, 2023 | Economics, Investment / Asset Management, SARB
Herman van Papendorp, Head of Investment Research & Asset Allocation and Sanisha Packirisamy, Economist at Momentum Investments Economies at a Glance by Momentum Investments’ macro research team consists of an easy-to-read chartbook of what is happening in...
