Moody’s forecasts 8% inflation in 2022
Headline inflation in South Africa will rise to about 8% this year, breaching the upper end of the South African Reserve Bank’s target band of 3% to 6%, according to a research report […]
inflation
Shrinkflation, skimpflation and your investment returns
Inflation has been making a comeback. Not so long ago, it had seemed that we had vanquished (at least in the developed world) this sneaky foe of long-term wealth creators everywhere, thanks to […]
Upside risks may scupper SARB’s ‘slow and steady’ approach to rate increases
As expected, the SA Reserve Bank’s Monetary Policy Committee (MPC) on Thursday raised the repo rate by 25 basis points to 4%. However, what surprised some market analysts is that the SARB’s quarterly […]
How many rate hikes will we see this year?
By how much will inflation increase this year and, more importantly, how many rate hikes will we see as a result? Thursday’s meeting of the Monetary Policy Committee (MPC) may shed more light […]
These six themes ‘will be top of mind’ for active managers in 2022
The response to climate change, inflation, post-pandemic growth and China’s market interventions are among investment managers’ top concerns this year, according to Sanlam Investments. Sanlam Investments’ portfolio managers believe active managers will focus […]
Emerging markets guru Mark Mobius on … everything
Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with […]
Why did MPC keep interest rates unchanged?
The answer is simple. Inflation, according to Thalia Petousis, fund manager at Allan Gray. Last week, the Reserve Bank’s Monetary Policy Committee (MPC) voted unanimously to keep the repo rate unchanged at 3,5%, […]
Sixty Years on
This Elton John song came to mind when I read two publications on retirement planning last week: “Who’ll walk me down to church when I’m 60 years of age/When the ragged dog they […]
Zimbabwe – Low inflation turns into deflation during February
The Zimbabwe National Statistics Agency (Zimstat) has published its consumer price index (CPI) for February. The organisation measured a 0.48% y-o-y decline in the cost of the benchmark consumer basket, putting Zimbabwe […]
Zambia – Inflation edges slightly higher in November
The Central Statistics Office (CSO) of Zambia released its latest monthly report on Thursday, November 28. Consumer price inflation rose in November, halting a three-month decline since reaching a y-t-d high of 7.3% […]
