The rand’s long-term outlook may be changing
Improving domestic fundamentals, a potentially weaker US dollar, and lower inflation could mean the rand depreciates more slowly than investors have come to expect.
#capitalflows
JSE aims to turn renewed SA sentiment into durable capital formation
The new CEO says foreign flows are mixed and timing remains tricky, but points to a stronger deal pipeline and reforms aimed at keeping longer-term investors engaged.
SA equities top Bank of America rankings amid market turbulence
South Africa leads Bank of America’s EEMEA rankings despite severe market losses, highlighting resilience, strong dividends, and sustained investor interest.
A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
Out of the grey, not yet in the clear: what EU delisting really means for South Africa
South Africa’s removal from the EU’s high-risk list eases regulatory friction, but economists caution that rebuilding investor confidence will be gradual.
SARB’s new exchange control rules draw criticism
The Institute for International Tax and Finance says the latest exchange control changes could discourage foreign investors and add red tape for non-residents.
Delisting restores SA’s credibility, but major repricing unlikely
Analysts say sustained capital inflows will depend on continued reform, enforcement, and the wider global backdrop.
