Global debt crisis looming? Significant fallout if it’s not contained
The government should realise that the days of debt-financed spending sprees and extravagance are over, particularly in the run-up to next year’s election.
Interest Rates
Sarb governor says ‘naughty local governments’ are driving inflation
South African Reserve Bank Governor Lesetja Kganyago unpacks the risks to inflation and the country’s ability to surmount them.
Why I currently favour tangible assets over financial assets
The upside risks to industrial commodity prices are gathering momentum.
Interest rates: the Sarb will not bow to political pressure
A 200 basis point cut in the repo rate will lead to the rand plunging by between 12% and 15%, putting upward pressure on inflation through more expensive imports.
Impending climate phenomena could derail next year’s prospect of lower interest rates
As higher winter rainfall gives way to a hotter and drier summer, a leading asset manager predicts that El Niño could lead to higher food prices and interest rates, and the potential for social unrest in emerging markets.
Sell in May and go away?
An analysis of whether the trading strategy of selling in May and buying back later in the year succeeds.
Latest repo rate hike improves SA’s attractiveness for investors
Domestic interest rates are one of the most important drivers of foreign capital flows into the country.
The banking crisis: a much-feared Black Swan has struck
The fallout could be very uncomfortable for equity investors and savers.
South Africans were R1.23 trillion poorer in the second quarter
An increase of R39 billion in the value of household debt and a decrease of R1.19 trillion in the value of household assets saw South Africans’ wealth (expressed in current prices) decrease by […]
Some market sectors may absorb the impact of inflation better than others
Inflation worldwide is on the rise, driven by fuel price hikes, the energy crisis and rising food prices. Locally, inflation is at its highest level in five years. The sharp rise in inflation […]
South Africa’s economy and your wallet – Key factors that will have an impact
“With renewed lockdown measures, the return of load shedding, mounting debt and shattered confidence, the outlook for 2021, with a few exceptions, is bleak,” according to Ed Stoddard of Business Maverick. He recently […]
