21.5 C
Johannesburg
Sun, Oct 20, 2019
Advertisement
Home Tags Maarten Ackerman

Tag: Maarten Ackerman

Still hope for a New Dawn?

With GDP up 3.1% in the second quarter of 2019 (seasonally adjusted, annualised) and 0.9% for the year to June 2019, the markets have responded positively. The rand appreciated by some 10 cents on publication of the data and bonds yields declined by about 10 basis points.

Key post-election investor issues for Ramaphosa

With the elections now largely behind us, investors’ focus will shift to President Cyril Ramaphosa’s ability and political will in addressing issues of concern, namely: the composition of cabinet to be announced on the 28th of May, transforming the economy with the promised policy reform and resolving the problem that Eskom poses to South Africa.

Step forward for SA, but still a long road ahead…

The Q4 2018 GDP growth numbers are encouraging in light of the tough environment that we have just emerged from. Given that we came out of a technical recession in 2018, the turnaround to see positive growth for the full year is heartening. And while it may still not be enough to address many of our structural issues, the positive signs are likely to keep the rating agencies at bay.

Is the equity party over?

The cracks may be starting to show in the ten-year equity bull market, but does this mean that the cycle is now over?

MTBPS: A to-the-bone honest budget

It was clear going into this Medium Term Budget Policy Statement (MTBPS) that is was going to be much tougher than previous years, simply because economic growth and tax revenues are so much worse than had been forecast.
- Advertisement -

MOST POPULAR

HOT NEWS

X

Forgot Password?

Join Us

Password Reset
Please enter your e-mail address. You will receive a new password via e-mail.