SA Inflation – another shock

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By Kevin Lings

In April 2008, headline CPI inflation rose by a very substantial 1.8% m/m, with the annual rate rising to 11.1% y/y from 10.6% y/y in March. This was much higher than market expectations of a rise to 10.8%. CPIX inflation also rose by a significant 1.6% m/m in April, […]

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Financials offer good value compared to resources

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Investors have been surprised by the FTSE/JSE All Share Index’s strong rally of 24,9% since the market’s low on 23 January 2008. What is even more surprising is the large difference in the improvement of the major sub-indices. Resources companies have rallied by an incredible 44,8% on the back of only a few […]

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Pictures du Jour: Banks to indicate direction for stock market

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The big question investors are grappling with at this stage is whether the rise in prices has simply been a bear market rally, or whether we are back in a primary bull market. This post alerts one to the factors at play regarding the performance of banking stocks – factors beginning to point to the possible initial stages of the long-term bottoming-out of the relative performance of banking stocks and, ultimately, to better prospects for stock markets as a whole. […]






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SA building cycles and political flashpoints.

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Source: Bureau for Economic Research, May 28, 2008.

 

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Long-term shifts in the composition of the SA economy

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By Kevin Lings

Following the release of the latest GDP data, Ian asked me to comment on the long-term shifts in the composition of the SA economy. The following bullet points should, ideally, be read in conjunction with the attached graphs.

• There is little doubt that SA has become an […]

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Building fixed investment slowing down

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By Cees Bruggemans

Mid-quarter fixed investment round-table participants:

Cees Bruggemans, Chief Economist FNB Charles Martin, Senior Economist, BER Erwin Rode, Property Economist, Rode & Associates Pieter Laubscher, Chief Economist BER

Bruggemans: The news coming out of the building industry appears to be increasingly grim. Fixed investment in new structures […]

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