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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Limits to growth sacrifice

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By Cees Bruggemans

The SARB is currently focused on containing inflation expectations. All must believe inflation will return to the 3%-6% target, no matter what disruption intervenes. Whatever pushes inflation higher will pass, with us showing through our actions that we believe inflation will return to target.

This beggars belief when […]

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