Market Overview

Jason Muscat
South Africa's CPI for March By Jason Muscat - Apr 19, 2017

South Africa’s inflation trajectory continues to moderate with March CPI printing at 6.1% y/y, down from 6.3% in February. The month-on-month increase was 0.6% (from 1.1% in the prior month). ...

Jason Muscat
February 2017 Manufacturing Production By Jason Muscat - Apr 12, 2017

Manufacturing production dropped precipitously in February, declining -3.6% y/y (the worst print since July 2014 which was strike related) and -0.4% m/m. This was in sharp contrast to January’s ...

Chantal Marx
The Week Ahead – 10 April 2017   By Chantal Marx - Apr 12, 2017

Local companies that will be in the spotlight this week include: Zeder Investments (Full Year Results): Management guided for a headline loss per share of between 47.0 cents and 48.0 cents per share,...

Cannon Asset Managers
South Africa Leads BRICS Equities By Cannon Asset Managers - Apr 07, 2017

Now trading at around R13.80 against the US dollar, the South African USD/ZAR continued to find its rightful place within the noisy political climate currently veiling its country. Thursday saw Donald...

Chantal Marx
Monthly Wrap-Up – March 2017   By Chantal Marx - Apr 06, 2017

SA government bonds gained 0.4% overall in March, supported by strong inflows in the first three weeks mainly driven by a strengthening rand. However, these movements were almost completely reversed ...

Chantal Marx
The Week Ahead – 3 April 2017   By Chantal Marx - Apr 04, 2017

On the local corporate actions front, Tuesday marks the last day in trade in AECI, African Oxygen, Barclays Africa Group, Group Five, Liberty Holdings, Sanlam and Sibanye Gold to receive their most ...

John Maynard
SA's Economy Under President Zuma By John Maynard - Apr 03, 2017

When all is said and done regarding a specific country's president, history and numbers will tell the true tale of just how successful or unsuccessful a country's leader has been. While great strides ...

Cannon Asset Managers
Making Cents - Weekly Outlook By Cannon Asset Managers - Mar 31, 2017

Politicians have been in the driving seat this week with Theresa May formally leading the United Kingdom into their 24 month period of exiting the Eurozone, while locally Pravin Gordhan’s ...

Jason Muscat
MPC Rates Decision By Jason Muscat - Mar 30, 2017

The South African Reserve Bank’s (SARB) Monetary Policy committee (MPC) kept the repo rate unchanged at 7% as was widely expected. The decision was not unanimous, however, with 1 committee ...

Chantal Marx
The Week Ahead – 27 March 2017   By Chantal Marx - Mar 27, 2017

Some of the local earnings releases to take note of this week include: HK:Sun International (Interim Results): Management guided for diluted adjusted headline earnings per share (HEPS) to fall by ...