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SARB
There is no risk-free path for monetary policy – Jerome Powell
Amidst a myriad of datapoints and a looming general election, what’s in store for the local economy heading into the second quarter of 2024? Join investment specialist Kim Deane and Economist Marie Antelme as they discuss the need-to-know highs and lows.
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
SA bonds continue to hold their worth for investors
A challenging balance between inflation and growth.
In the short run, the market is a voting machine, but in the long run, it is a weighing machine.
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
“Battles are never the end of the war” – former US President James Garfield
Let us not waste another crisis
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
Renewed optimism and contained inflation could benefit government bonds
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