WATCH: Impact of Covid-19 on the SADC Region Webinar

By | 2020-06-11T12:17:08+02:00 May 27th, 2020|Markets and Research, Watch This|

The current crisis will put further pressure on liquidity and regional currencies – what are developers, investors and financiers doing to weather the storm? The regional real estate sector has a high concentration of retail centres, especially in countries like Zambia and Botswana- how will this impact the overall sector and how are developers with [...]

Daily Market Commentary: 21 January 2020

By | 2020-06-10T14:17:32+02:00 January 21st, 2020|Markets and Research|

Today we are taking a look at: Stronger ZAR supports SAGBs, yields lower but gains capped as a result of US holiday and thin liquidity The President confirms a united ANC Oil edged lower as plentiful global supplies offset the loss of exports from Libya; Gold climbed for a third day after the IMF trimmed [...]

Monthly Insights: October 2019

By | 2019-10-07T15:55:35+02:00 October 7th, 2019|Markets and Research, Watch This|

  Executive Summary The ongoing trade war between the US and China continues to be flagged as a key downside risk to global growth, with the IMF revising its global growth forecast to a post-recession low of 3.2% for 2019. The World Bank is more bearish, with a global growth estimate of 2.6% [...]

Daily Market Commentary: 8 August 2019

By | 2020-06-22T10:41:47+02:00 August 8th, 2019|Markets and Research|

Talk about an IMF bail-out causes much volatility, SAGB curve remains steep USDZAR stages modest recovery to trade back below 15.0000 Oil rebounded on a report that Saudi Arabia had contacted other oil producers to discuss possible ways to stem the recent decline in prices Global markets traded higher as bargain hunters came into the [...]

Monthly Insights: August 2019

By | 2019-09-13T14:49:29+02:00 August 8th, 2019|Markets and Research, Watch This|

  Executive Summary The IMF reduced its global growth forecasts yet again in July, with growth of 3.2% expected in 2019, and 3.5% forecast for 2020 (both down 10bps since April). The most significant downward revisions to the growth outlook were seen in the EM space: Russia, Brazil, Mexico, and SA saw a cumulative 290bps [...]

Daily Market Commentary: 24 July 2019

By | 2020-06-22T10:44:54+02:00 July 24th, 2019|Markets and Research|

Today we are taking a look at: ·       SAGB yields rise after special appropriation and greater funding requirement announcement ·       Global focus now shifts to the ECB meeting tomorrow ·       Oil rose for a fourth day after a report showed a hefty drop in inventories ·       All rooms are sea facing as global markets shrug [...]