Over Coffee Market & Economic Summary | May
Inflation. South Africa’s defence held firm, with core inflation easing to 3% – the lowest since July 2021. Trade. The trade surplus took a knock, down to R14.1bn – it’s smallest in three months. Rates. The SARB made a tactical substitution, cutting the repo rate by...
Staying Steady when Markets Feel Uncertain
Staying Steady when Markets Feel Uncertain The stock market is providing its biggest test to investors in several years By: Roné Swanepoel Head of Sales Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active...
Tariffs: The Stealth Tax
Tariffs: The Stealth Tax By: Sandy McGregor (from Allan Gray Investments) On 2 April, President Donald Trump took the market by surprise with the size and extent of the tariffs on US imports he implemented via a presidential order. Global share markets sold off...
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