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The most comprehensive research of investible markets

Take advantage of some of the top economic and strategic research minds in South Africa and get a comprehensive overview of the investible markets of 20 countries across the continent.

We offer in-depth summaries of the policy environments, as well the social, political and business backdrops, to give you unparalleled insights across all asset classes.

Daily economic commentary

	Publicly available research
South Africa morning sheet - 17 October 2018	Download content

	Publicly available research
South Africa morning sheet - 06 September 2018	Download content
South Africa morning sheet - 05 September 2018	Download content
South Africa morning sheet - 04 September 2018	Download content
South Africa morning sheet - 03 September 2018	Download content

Quarterly perspectives

	Quarterly Perspectives
South African Quarterly Perspectives Q3 18	Download content
South African Quarterly Perspectives Q2 18	Download content
South African Quarterly Perspectives Q1 18	Download content
South African Quarterly Perspectives Q4 17	Download content
South African Quarterly Perspectives Q3 17	Download content
South African Quarterly Perspectives Q2 17	Download content
South African Quarterly Perspectives Q1 17	Download content

In-depth commentary

	In-depth commentary
South Africa inflation: Some sticky and tricky CPI components - 6 September 2018	Download content
South Africa manufacturing sector survey: Sentiment falls as demand slumps - 20 June 2018	Download content
South African trade flows: Opportunities and obstacles - 04 June 2018	Download content
South African consumer: Constrained but not in a crisis - 01 June 2018	Download content
South Africa: More upside risk equals firmer resolve to hold - 24 May 2018	Download content
South Africa sovereign credit ratings: Moody’s leaves rating at Baa3, as expected - 26 March 2018	Download content
South Africa: Spotlight on the MPC. Finely balanced; we think on hold - 23 March 2018	Download content
South Africa’s manufacturing sector: Sentiment up, especially about the future - 23 March 2018	Download content
South African fiscal sustainability: The problem of public sector pay - 13 March 2018	Download content
South Africa 2018 Budget: Tepid consolidation despite VAT hike - 22 February 2018	Download content
South Africa 2018 Budget: Fixing the fiscus - 9 February 2018	Download content
South Africa sovereign credit ratings: Moody’s downgrade still likely - 30 January 2018	Download content
South African Monetary Policy A 5:1 vote for hold; upside risks remain - 18 January 2018	Download content
South Africa: ANC election still too close to call - 8 December 2017	Download content
South African monetary policy: MPC votes unanimously for "hold" - 23 November 2017	Download content
South Africa’s manufacturing sector: A glimmer of hope in export prospects - 12 November 2017	Download content
South Africa’s mid-year budget update: No plan but rather a call to action - 25 October 2017	Download content
South Africa’s mid-year budget update: Fiscal policy at the rubicon - 17 October 2017	Download content
South Africa: SARB October Monetary Policy Review: SARB explains (almost) everything - 6 October 2017	Download content

Presentation

	Presentation
South African Outlook: A fresh start, but a long challenging road ahead, May 2018	Download content
South African Outlook: Thoughts on our inherently uncertain future, November 2017	Download content
South African Outlook: Economy falters amidst political uncertainty November 2017	Download content

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