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 | Q3 ’24
The beginning of the third quarter saw the national election resulting in more positive results than what was expected.
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.
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields
