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Africa back in favour as investors eye currency stability and demographic opportunity

22 November 2024

As the dust settles around the outcome of the 2024 United States (US) Presidential Elections, global investors are considering their stance on geographical exposures. This will have specific implications for emerging and frontier markets, especially when it comes to the African continent.

Rate cuts and Black Friday may spark festive cheer for consumer-oriented companies

20 November 2024

As the holiday season approaches, investors are turning their attention to Black Friday and consumer spending trends. With Thursday’s Monetary Policy meeting expected to signal continued rate cuts, South African consumers are set to benefit from relief in their wallets.

Trump's big comeback: An analysis of the United States presidential election

19 November 2024

In this video, the economic research desk offers an in-depth analysis of the United States (US) presidential election held on 5 November 2024. Donald Trump’s decisive victory and clear mandate are poised to impact not only the US economy but also the global landscape. The team highlights notable demographic shifts in voter preferences and examines Trump’s key policy priorities based on his 2024 campaign promises. Key areas of focus include fiscal policy, trade relations, immigration, deregulation and global security. They also discuss the potential challenges to the US Federal Reserve’s (Fed) independence and concludes with insights on what the 2024 US election outcome means for South Africa (SA).