Library

30
Sep

Markte op Maandeinde – 08/2020

Monthly Market Update

Augustus oorsig Suid-Afrika het op die 18de Augustus na vlak 2 van COVID-inperkings beweeg. As gevolg van die verdere opening van die ekonomie, het beide sakebedrywighede en nuwe verkoopbestellings in Augustus gestyg. Die Absa PMI indeks het ‘n sterk styging behaal nadat dit in Augustus 57,3 punte bereik het, teenoor 51,2 punte in Julie. Terwyl […]

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30
Sep

Monthly Market Update – 08/2020

Monthly Market Update

August overview South Africa moved to level 2 of lockdown on the 18th of August. As a result of the further opening of the economy, both business activity and new sales orders rose in August. The Absa Manufacturing PMI posted a robust increase as it reached 57.3 points in August, up from 51.2 points in […]

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29
Sep

Markte op Maandeinde – 07/2020

Monthly Market Update

Julie oorsig Gedurende Julie het Suid-Afrika onder die top 10 Covid-19-brandpunte wêreldwyd getel. Die omstrede besluit van die regering om die verkoop van sigarette en alkohol te verbied, het ’n beduidende impak op belastinginvordering gehad. Suid-Afrikaners moes ook weer die ontwrigting van beurtkrag beleef. Die Reserwebank het rentekoerse verder verlaag in ’n voortgesette poging om […]

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29
Sep

Monthly Market Update – 07/2020

Monthly Market Update

July overview During July, South Africa entered the top 10 of Covid-19 hotspots worldwide as reported cases climbed steadily. Government’s controversial decision to ban cigarettes and alcohol has had a significant impact on tax collection. The nation also faced load shedding. The Reserve Bank lowered interest rates once more in an ongoing effort to cushion […]

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12
Aug

Quarterly Review – Q2 2020

Quarterly Investment Review

After the tumultuous coronavirus-driven crash of Q1 2020, the second quarter provided just as much excitement with the pendulum swinging back strongly. From the precipitous declines in excess of 20% in the first quarter, equity and commodity markets rallied sharply and recovered much of these losses. What became evident is that equity investors are feeling […]

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12
Aug

Markte op Maandeinde – 06/2020

Monthly Market Update

Junie oorsig Op 1 Junie het Suid-Afrika na vlak 3 van inperkings beweeg, wat die heropening van meer sektore van die ekonomie moontlik gemaak het. Markte het positief reageer en plaaslike aandele het goeie winste vir die maand behaal. Die JSE se indeks van alle aandele het die 2de kwartaal met meer as 26% gestyg […]

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12
Aug

Monthly Market Update – 06/2020

Monthly Market Update

June overview On the 1st of June, SA moved into level 3 lockdown, which allowed for the reopening of more industries. Markets responded positively and domestic equities posted solid gains for the month. The JSE’s all share index ended the 2nd quarter up over 26%, its strongest rally in 19 years. Gold prices rallied due […]

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06
Jul

Quarterly Review – Q1 2020

Quarterly Investment Review

Q1 2020 is a quarter that no-one across the globe will ever forget, even though most of us would certainly like to. Almost all asset classes (in local currency terms) plunged into a very sharp crash in March, the speed of which took most investors by surprise. One pivotal and unprecedented driver; a black swan […]

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06
Jul

Monthly Market Update – 05/2020

Monthly Market Update

Markets and economic indicators May overview On 6 May, the SA petrol price declined by a further R1.74/lt to its lowest price since September 2016 (R12.22/lt – Gauteng). This is a result of the slump in international oil prices driven by a lack of demand and limited storage capacity to accommodate high global production. S&P […]

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06
Jul

Markte op Maandeinde – 05/2020

Monthly Market Update

Markte en ekonomiese aanwysers Mei oorsig Die SA petrolprys het in Mei met ’n verdere R1,74/lt gedaal na die laagste prys sedert September 2016 (R12,22/lt – Gauteng). Dit is die gevolg van dalende internasionale oliepryse wat deur ’n gebrek aan aanvraag en beperkte bergingskapasiteit vir hoë wêreldwye produksie aangedryf word. S&P het SA se internasionale […]

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