Investments / General

Runway in view

Fifteen years ago, in January 2009, US Airways Captain Chesley ‘Sully’ Sullenberger landed an Airbus A320 in the Hudson River in New York City.

Portfolio implications of JSE de-listings

The increased number of companies de-listing from the JSE has elevated investor concerns about the investment outlook for SA Equities. The shortage of new listings, the relatively weak performance of local shares and depressed levels of business confidence have further exacerbated fears among market participants.

Is China set to export deflation – and trade tensions – once again?

A view on today’s inflation release and the impact on the next interest rate decision

Headline and core measures of inflation continued to subside further in South Africa. According to Statistics SA (Stats SA), headline inflation (CPI) dropped from 5.5% in November to 5.1% in December 2023, showcasing a reasonable drop in food inflation, which decelerated from 9% in year-on-year (y/y) terms in November to 8.5% y/y in December and remained flat in the month.