At the onset of 2022, our first Weekly News Flash was entitled “The year of the Fed”. Even though we could not have anticipated events such as the war in Ukraine and prolonged Covid-19 lockdowns in China, it was indeed the case that spiralling inflation and interest rate hikes around the world were the key…
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In this recently produced video recording, Alec Hogg interviews RW Johnson on the ANC’s Elective Conference held this past December and the potential outcomes of the General Election scheduled for 2024. He also touches on Eskom, race-based legislation in SA and his outlook for the country in general. Mr Johnson is a highly regarded South-Africa…
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The JSE has started 2023 on the front foot, hitting record highs on 13 January with mining stocks and Naspers/Prosus leading the gains. This follows a difficult 2022, in which the JSE ended negative in dollar terms, but nonetheless outperformed global markets. The local bourse held its own as inflationary pressures, rising interest rates and…
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It would be satisfying to end the year on a positive note, as was the case last year when the S&P 500 and the FTSE/JSE gained 26.9% and 24.1%, as measured in dollars and rand, respectively. Unfortunately, this will not be the case for 2022. On the global front, this year draws to a close…
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Inflation is the theme that has defined 2022, so the year draws to a close with some welcome news. This week, we saw the first signs that price pressures may be peaking with the annual US consumer price index (CPI) at 7.1% for November, the lowest since December last year, and below a reading of…
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