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22 Jul 2022

The South African Reserve Bank raises rates by 75bps to 5.5%

By Timothy Rangongo

Investment professionals from Matrix Fund Managers, PPS and Ashburton Investments share their respective views on the central bank’s substantial hike and how the move could impact various asset classes.
09 Mar 2022

SA’s economic rebound back on track

By Staff Writer

Q4 2021 real GDP growth, at 1.2% (q-on-q, seasonally adjusted) and 4.9% for the year, was in line with consensus expectations and so should have limited implications for the market.
21 Oct 2021

Prevention is better than cure: Rates expected to inch up

By Staff Writer

After a relatively benign second quarter, risks escalated during the third quarter. China’s regulatory tightening turned even more aggressive, while last year’s “three red-lines” for developers came home to roost in the threat of an Evergrande default. The US debt ceiling deadline loomed increasingly large, while the Fed moved the dot plot higher and confirmed a more rapid pace of tapering in the September FOMC meeting.
26 Aug 2021

What to make of negative interest rates

By Staff Writer

A decade ago, few of us would have contemplated the idea of negative monetary policy rates, let alone negative market-determined bond yields. Yet, today, four of the world’s central banks have negative policy rates, while there is US$16 trillion worth of bonds trading with a yield below zero.
27 Jul 2021

South Africa's economy - the real impact of the crisis

By Staff Writer

As calm steadily returns after the recent social unrest, analysts are hard at work tallying the cost of the looting and disruption to economic activity. So far, the damage to 2021 growth is estimated at between 0.5 and 1.0 percentage points. These numbers incorporate various media-reported estimates of infrastructure damage, inventory losses, and expected claims from the South African Property Association (SAPOA) and the South African Special Risk Insurance Association (SASRIA).