Quarterly Report | Q1 ’25
The South African Reserve Bank (SARB) decreased interest rates by 25 basis points at the January Monetary Policy Committee (MPC) meeting.
Quarterly Report | Q4 ’24
October marked the first month of negative performance since the formation of the Government of National Unity (GNU).
Quarterly Report | Q2 ’24
The South African Reserve Bank (SARB) is expected to follow suit with rate cuts as local inflation risks remain manageable.
Quarterly Report | Q1 ’24
Economic data from South Africa has been weak for the first month of the year.
Quarterly Report | Q4 ’23
Local equity markets had a negative month during October, as global factors had a significant impact on emerging markets sentiments.
Quarterly Report | Q3 ’23
The beginning of the third quarter saw the South African Reserve Bank (SARB) pause interest rate hikes, as inflation continued to fall.
Quarterly Report | Q2 ’23
The South African economy remained under pressure from persistent loadshedding during the second quarter of 2023.
Quarterly Report | Q1 ’23
The South African economy remained under severe pressure from persisting loadshedding during the first quarter of 2023.
Quarterly Report | Q4 ’22
The South African medium-term budget during October received a positive reaction from markets. This was mainly due to expected strong revenue over runs along with fiscal discipline.
Quarterly Report | Q3 ’22
During the third quarter of 2022, South Africa experienced a record length of consecutive loadshedding. The South African economy also experienced the impact of lower commodity prices and slower global growth.
Quarterly Report | Q2 ’22
The second quarter of 2022 was highlighted by a decrease in South African investor confidence due to ongoing loadshedding, labour strikes and increasing fuel prices.
Quarterly Report | Q1 ’22
The first quarter of 2022 was dominated by the ongoing war in Ukraine and the actions of central banks to curb the impact of inflation.
Fairtree Insights
Subscribe
Stay up to date with the latest market views and insights from Fairtree’s Investment team, delivered to your inbox.
"*" indicates required fields
