Decoding the Political Puzzle with Frans Cronje
Frans Cronje sheds light on the provincial political stats, public opinion on coalition options and stability post the 2024 election, long-term protest trend lines, the historical links between living standards and ANC support, and so much more.
Graviton Capital Clarity 2024 Asset Manager Survey
We surveyed 20 South African asset managers during January 2024, who represent multiple asset classes, philosophies, and styles. Were the results aligned with current trends?
The Choice is Yours: Tax Refund, Debt Freedom, or Retirement Planning?
Beyond tax relief, RAs offer tax-free growth, creditor protection, forced savings, and flexibility, making them a versatile and secure option for your retirement planning.
Events that moved the market 2023
2023 had a massive impact on the global and local markets. It started off with the change made for the Energy Department to oversee Eskom, followed by multiple changes in regulations throughout the year. What other events moved the market in 2023?
Monthly Market Highlights – December 2023
South Africa’s central bank suggests Q2 or 2024 repo rate cuts, despite inflation rising to 5.9% in October, meeting SARB’s 3-6% goal, and Q3 2023 unemployment rate at 31.9%.
December 2023 Economic Review
2023 was a year of market surprises, indicating that volatility will always be part of the investment journey and amid the highs and lows, there will always be gains and losses for investors, businesses, and economies. Economists can make predictions of how they perceive the market to play out, however, unforeseen circumstances might arise to impact global economies and once again prove market…
November 2023 Economic Review
The International Monetary Fund (IMF) forecasts China’s economy will grow by 5.4% for 2023, from a previous growth forecast of 5%. Consumer price pressures in the euro zone are expected to ease on the back of declining energy prices, after two years of skyrocketing inflation. The US Federal Reserve (Fed) kept its key short-term interest rate unchanged at its November meeting, but highlighted that…
Monthly Market Highlights – November 2023
South Africa’s central bank suggests Q2 or 2024 repo rate cuts, despite inflation rising to 5.9% in October, meeting SARB’s 3-6% goal, and Q3 2023 unemployment rate at 31.9%.
October 2023 Economic Review
The US economy expanded 4.9% in Q3 2023, primarily due to job growth. The ECB maintained 4% interest rates despite a weak economy, paused by PMI data and a 0.1% contraction in the euro zone.
Monthly Market Highlights – October 2023
US core CPI increased 0.3% in September, 4.1% 12-monthly, while UK inflation remained 6.7% due to rising fuel costs, despite food price declines in two years.