By Staff Writer
DG Capital Forex expect the rand to trade in the R14.75/$-R17.50/$ range in 2022.
We see the higher inflation regime and solid growth as positive for risk assets but bad for bonds for a second consecutive year.
Alex Tedder, Head and CIO of Global and US Equities at Schroders believes pricing power will be key for global shares in 2022.
At face value, it appears as though markets have performed well, however, broadly speaking there have been some bad landmines.
A growing number of businesses are enquiring about new premises.
Our key lessons of 2021: Stay anchored to your framework in the unique restart; appreciate the net-zero journey has started; and have courage of conviction.
Fears of a ‘70s style inflation episode are overdone.
South African corporate credit is one of the less covered investments in the fixed-income universe.
Businesses that invested in tools to enable their employees to work from home are benefiting in terms of productivity gains.
Omicron could trigger growth downgrades, worsen risk sentiment and hit services sectors, especially in the near term.
All of the bad news is currently priced into the value of the rand.
The market will be keeping a very close eye on real-world data in Gauteng.
