By: Charles Marais, Counsel, Hogan Lovells Johannesburg … But we do not have the luxury of endless consultations South Africa is facing a recession of enormous proportions following the Covid-19 health crisis, which exacerbated our…
SA Private Equity takes a knock but will rally
September 14, 2020
The latest RisCura-SAVCA South African Private Equity Performance report reveals that private equity, like many asset classes, couldn’t quite escape the impact of COVID-19. The 2020 first quarter report tracks a representative basket of private equity…
Historic collapse in GDP ups the ante for government and the SARB
September 10, 2020
By: Dr Adrian Saville, Chief Executive, Cannon Asset Managers All eyes will be watching to see how the latest GDP figures impact the MPC’s interest rate decision next week, as well as eagerly awaiting the…
COVID-19 growth slump hits the economy in the second quarter
September 9, 2020
By: Sanisha Packirisamy, Economist at Momentum Investments and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Economists at Momentum Investments Macro research desk, offer commentary on the decline of the Gross Domestic Product…
Global Outlook Q4 2020: Going with the liquidity flow
September 9, 2020
By: BNP Paribas Markets 360 team We remain positive on risk assets, based on our expectation that real yields will remain low, as central banks continue to flood the market with liquidity. Forecasts highlights: Continued…
Changing credit views amid volatility
September 9, 2020
By: BlackRock Investment Institute (BII). Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart. Tighter valuations increase the risk of volatility, particularly ahead of divisive U.S. elections. Last…
Latest GDP shocker the straw that will break the camel's back?
September 9, 2020
By: Maarten Ackerman, Chief Economist and Advisory Partner, Citadel Latest GDP figures have laid bare the grim reality of COVID-19’s economic effects, revealing an unprecedented 51% decline in economic activity in the second quarter of…
GDP in the second quarter of 2020
September 8, 2020
By: Reza Hendrickse, Portfolio Manager at PPS Investments The South African economy contracted for the fourth consecutive quarter, plunging deeper into recession. Gross Domestic Product (GDP) in the second quarter was half that of the first…
