Investments / Economy

Weaker rand expected after the elections – even if we have Ramaphoria 2.1

While elections are just days away, the rand has remained relatively unresponsive to local elements ranging from politics to economic data. Rather, the rand’s movements have been determined by the prevailing global backdrop and risk-on/risk-off environment, and they are not a result of any particular anticipated outcome from elections.

Step forward for SA, but long road ahead …

Stage set for higher oil prices in 2019

For two years in succession oil production growth has not had to meet demand growth in its entirety.

Emerging Markets Race Ahead in January – SA among best-performing EM currencies

Emerging market equities were off to a strong start overall in 2019, rebounding from a 2018 downturn. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, outline what drove market moves in January and why they and the team think confidence in emerging markets should continue to improve.