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- Two wins for sustainable finance leadership | Nedbank CIB
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- What happens when finance meets sustainability?
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- Breaking down barriers for energy transition in mining
- Africa's pathway to a climate-resilient economy | Nedbank CIB
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- Green energy in the developing world | Nedbank CIB
- How sustainable finance creates value
- How the property sector recovered in 2023
- Two wins for sustainable finance leadership | Nedbank CIB
- National Contributor empowers FURTHER IMPACT entrepreneurs
- What happens when finance meets sustainability?
- Africa’s renewable-energy projects
- Breaking down barriers for energy transition in mining
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Institutional Investor Research
See all![card image](/content/dam/nedbank/cib/september/Yields.jpg)
Real yields put real pressure on expected returns
Nominal bonds remain our preferred asset class in South Africa (SA). That said, where we ranked the...
![card image](/content/dam/nedbank/cib/september/market-ilb-graph.jpg)
The ILB curve steepens, and we expect more
The inflation-linked bond (ILB) curve has seen some bear steepening over the past month, with the back end...
![card image](/content/dam/nedbank/cib/september/GDP-growth.jpg)
Low but positive GDP growth expected in 2Q
This week will see the release of South Africa’s (SA’s) 2Q GDP data, which could signal a fairly resilient economy...
![card image](/content/dam/nedbank/cib/august/Inflation.jpg)
Spread between lower inflation and a fiscal bind
We estimate what to expect from spreads on the nominal curve if we are set for more dovish inflation...
![card image](/content/dam/nedbank/cib/august/weak-china-trade.jpg)
The "weak China trade" is in the rand; we watch the USD
With the USDZAR at 19,00, the “weak China trade” is priced into the rand, in our view. The rand, being...
![card image](/content/dam/nedbank/cib/august/upside-for-bonds.jpg)
Upside for bonds has compressed
Where nominal bonds appeared attractive across the curve for the past two months, much of the upside...
![card image](/content/dam/nedbank/cib/july/Bonds-graph.jpg)
Bonds, the monetary surprise and fiscal dominance
There is an unwritten rule that says one should favour bonds (or duration more broadly)...
![card image](/content/dam/nedbank/cib/july/mpc.jpg)
SARB MPC: Repo unchanged but still hawkish
Against our forecast, the SARB MPC kept the repo rate unchanged at 8,25% due to an improvement...
![card image](/content/dam/nedbank/cib/july/SARB-shifting.jpg)
SARB: Shifting to a 25 bps hike, from 50 bps in May
We expect SARB to hike the repo rate by 25 basis points (bps) this week.
![card image](/content/dam/nedbank/cib/july/Inflation-expectation.jpg)
SA’s ex-ante real policy rate becomes unattractive
Since the start of this year, South Africa’s (SA’s) ex-ante real rate has been roughly in line with the US’s.
![card image](/content/dam/nedbank/cib/may/stockmarket-worldbackground.jpg)
Staying the course despite the political economy
Despite a volatile second quarter, when developments in the political economy dominated asset price movements...
![card image](/content/dam/nedbank/cib/april-2023-images/19653_Nedbank_CIB_Abstract_Brand_Quantum_23_RT.jpg)
SA inflation to ease gradually in the coming months
Headline inflation is expected to have eased for the second consecutive month in May...
![card image](/content/dam/nedbank/cib/may/Yield-graph.jpg)
The rand and bonds are of extreme weakness
The local markets have rallied in the past two weeks. , but still cheap. While any strength is unlikely...
![card image](/content/dam/nedbank/cib/april-2023-images/GettyImages-656294311.jpg)
SA’s growth (and employment) conundrum
South Africa’s (SA’s) GDP growth for 1Q23 will be released this week, with expectations for fractional...
![card image](/content/dam/nedbank/cib/may/stockmarket-worldbackground.jpg)
The wrong time to extrapolate weakness
Our indicators suggest that from a risk/return perspective, this is the wrong time...
![card image](/content/dam/nedbank/cib/april-2023-images/19653_Nedbank_CIB_Abstract_Brand_Quantum_23_RT.jpg)
Inflation expectations a concern
It appears as if inflation expectations have recently become more inelastic than before and may...
![card image](/content/dam/nedbank/cib/may/Budget-Graph.jpg)
The Budget cost of playing Russian roulette
Uncertainty within South Africa’s political economy has increased further this week...
![card image](/content/dam/nedbank/cib/april-2023-images/GettyImages-1152798930.jpg)
Sovereign credit: S&P unlikely to change SA's ratings
Base case: S&P Global Ratings (S&P) may defer its review, given the recency of its post-budget rating action...
![card image](/content/dam/nedbank/cib/may/Yield-graph.jpg)
A reflection of current yields
We analyse what the current nominal curve and ILB curves are reflecting in terms of monetary and fiscal policy.
![card image](/content/dam/nedbank/cib/april-2023-images/Electricity.jpg)
Eskom debt (solution) scenarios
Eskom’s debt transfer is likely to be South Africa’s largest liability-management exercise.
![card image](/content/dam/nedbank/cib/mining-site/GettyImages-111646951.jpg)
Precious metals sector
Faced with increasing bouts of stage 4 to 6 load shedding and an 18% electricity...
![card image](/content/dam/nedbank/cib/april-2023-images/Stock%20market.jpg)
How loadshedding impacts inflation
Assuming South Africa’s load-shedding intensity normalises between stages 4 and 5 this year, we could see...