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.
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Daily economic commentary
Publicly available research South Africa morning sheet - 6 August 2020 Download content South Africa morning sheet - 5 August 2020 Download content South Africa morning sheet - 4 August 2020 Download content South Africa morning sheet - 3 August 2020 Download content Publicly available research South Africa morning sheet - 31 July 2020 Download content South Africa morning sheet - 30 July 2020 Download content South Africa morning sheet - 29 July 2020 Download content South Africa morning sheet - 28 July 2020 Download content South Africa morning sheet - 27 July 2020 Download content South Africa morning sheet - 24 July 2020 Download content South Africa morning sheet - 23 July 2020 Download content South Africa morning sheet - 22 July 2020 Download content South Africa morning sheet - 21 July 2020 Download content South Africa morning sheet - 20 July 2020 Download content South Africa morning sheet - 17 July 2020 Download content South Africa morning sheet - 16 July 2020 Download content South Africa morning sheet - 15 July 2020 Download content South Africa morning sheet - 14 July 2020 Download content South Africa morning sheet - 13 July 2020 Download content South Africa morning sheet - 10 July 2020 Download content South Africa morning sheet - 9 July 2020 Download content South Africa morning sheet - 8 July 2020 Download content South Africa morning sheet - 7 July 2020 Download content South Africa morning sheet - 6 July 2020 Download content South Africa morning sheet - 3 July 2020 Download content South Africa morning sheet - 2 July 2020 Download content South Africa morning sheet - 1 July 2020 Download content -
Instant insights
Instant insights Activity continues to recover from low levels 03 August 2020 Download content Housing costs weigh on core inflation in June - 30 July 2020 Download content Recent data suggest upside risks to our Q2 GDP forecast - 27 July 2020 Download content MPC cuts by 25bp but two members preferred to hold - 24 July 2020 Download content We believe risks to growth augur more rate cuts - 20 July 2020 Download content Lukewarm start to H2 of 2020 - 17 July 2020 Download content Downside target breach may be short-lived due to oil surge - 15 July 2020 Download content Consumer confidence collapsed to 1985 levels in Q2 - 8 July 2020 Download content Improvement in economic activity likely to continue into July - 6 July 2020 Download content First quarterly current account surplus in 17 years - 2 July 2020 Download content Activity picks up further as restrictions are relaxed - 1 July 2020 Download content Smaller than expected GDP contraction in Q1 - 30 June 2020 Download content Further gradual improvement into June - 26 June 2020 Download content No detail yet on targeted spending cuts - 24 June 2020 Download content Big downside surprise in core as missing prices are imputed - 24 June 2020 Download content Big lockdown whammy on production, sales and outlook - 22 June 2020 Download content Mixed May data, but activity seems to be rising into June (Erratum) - 12 June 2020 Download content COVID-19 sinks business confidence to a record low in Q2 - 10 June 2020 Download content Awful April data give way to improving trend in May - 2 June 2020 Download content Business activity picks up as lockdown restrictions ease -1 June 2020 Download content Record trade deficit in April; surprisingly small fiscal one - 1 June 2020 Download content SARB cuts 50bp but two MPC members preferred a 25bp cut - 21 May 2020 Download content Business activity grinds to a near-stall in lockdown - 4 May 2020 Download content Trade surplus soars while fiscal deficit tanks - 4 May 2020 Download content Emergency MPC meeting delivers another 100bp cut - 14 April 2020 Download content March Manufacturing PMI: Hobbled by supply chain disruptions - 1 April 2020 Download content Moody’s downgrades to sub-IG; more likely to follow in 2020 - 30 March 2020 Download content Buffeted by multiple shocks, even before COVID-19 - 25 March 2020 Download content MPC unanimously votes for an emergency 100bp rate cut - 19 March 2020 Download content February CPI: Slight upside surprise leaves our call for a rate cut intact -18 March 2020 Download content Business confidence falls sharply in Q1 - 11 March 2020 Download content Faltering economy opens scope for more easing - 03 March 2020 Download content Economy slips into second recession in two years - 03 March 2020 Download content February Manufacturing PMI: Expectations deteriorate as activity weakens further - 02 March 2020 Download content PGM prices strengthened January’s trade balance - 02 March 2020 Download content Big spending cuts need to be negotiated with unions - 26 February 2020 Download content Core CPI surprises with another downside dip - 19 February 2020 Download content Monthly activity data suggest GDP contracted again in Q4 19 - 14 February 2020 Download content SONA 2020: No big new promises, focus on implementation - 14 February 2020 Download content Manufacturing: Output plunges in December as load shedding bites - 11 February 2020 Download content January Manufacturing PMI: Weak start to the year - 03 February 2020 Download content December merchandise trade surplus on lower imports - 31 January 2020 Download content The main budget unexpectedly stays negative - 31 January 2020 Download content As expected CPI jumps on fuel prices - 22 January 2020 Download content Monetary policy: SARB acknowledges weak growth outlook, cuts by 25bp - 16 January 2020 Download content MCP preview: To cut or not to cut? That is the question - 13 January 2020 Download content Manufacturing PMI: Activity levels remained depressed at year-end - 08 January 2020 Download content Manufacturing PMI: Activity levels remained depressed at year-end
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Quarterly perspectives
Quarterly Perspectives South African Quarterly Perspectives Q3 20 Download content South African Quarterly Perspectives Q2 20 Download content South African Quarterly Perspectives Q1 20 Download content South African Quarterly Perspectives Q4 19 Download content South African Quarterly Perspectives Q3 19 Download content South African Quarterly Perspectives Q2 19 Download content South African Quarterly Perspectives Q1 19 Download content South African Quarterly Perspectives Q4 18 Download content 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 Sounth Africa: Economic costs of COVID-19 mount(Erratum) - 22 May 2020 Download content South Africa: Tracking economic activity under COVID-19 - 14 May 2020 Download content South Africa: From recession to full COVID lockdown - 24 March 2020 Download content South Africa 2020 Budget: Will the unions play ball? - 27 February 2020 Download content South Africa 2020 Budget Preview: Fiscal gain requires fiscal pain – 20 February 2020 Download content South Africa: Gloom in the manufacturing sector - 18 September 2019 Download content South Africa MPC Preview: We believe on hold… for now - 16 September 2019 Download content South Africa: Exchange rate is key to macro outlook - 05 September 2019 Download content South African consumer: Not much relief from the credit cycle - 12 August 2019 Download content South Africa monetary policy: SARB cuts now, but in no hurry for more - 18 July 2019 Download content South African monetary policy: The SARB has some scope to cut - 12 July 2019 Download content South Africa: Labour markets are not working - 01 July 2019 Download content South Africa Q2 19 Manufacturing Sector Survey: Slumping demand - morose manufacturers - 20 June 2019 Download content South Africa monetary policy: Changing our repo rate call: one cut - 31 May 2019 Download content South Africa MPC preview: No change in the repo rate this week - 20 May 2019 Download content South African politics: Key questions once elections are done - 29 April 2019 Download content South Africa monetary policy: SARB MPC adopts dovish tone - 28 March 2019 Download content South Africa monetary policy: SARB likely to leave rates on hold - 26 March 2019 Download content South Africa Q1 19 manufacturing sector survey: Continued downbeat sentiment - 19 March Download content South Africa 2019 Budget: Deficits wider but broadly convincing - 21 February 2019 Download content South Africa 2019 Budget: Little room to tighten much further - 08 February 2019 Download content SA monetary policy: Unanimous hold as oil prices slashed - 17 January 2019 Download content South Africa Q4 Manufacturing Sector Survey: Sentiment better, but still gloomy - 06 December 2018 Download content South Africa: Manufacturing PMI shows a weak start to Q4 - 01 November 2018
Download content South Africa inflation: MTBPS likely to leave fiscal policy on hold - 14 October 2018 Download content South Africa inflation: Consumer at an inflection point - 26 September 2018
Download content South Africa inflation: Why the SARB will not hike anytime soon - 17 September 2018
Download content 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: Ramaphoria fades to hard realism as recession bites - Oct 2018
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