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Local Market Outlook
2024 Local Market Outlook

2024 Local Market Outlook

The all-encompassing theme behind the outlook for world markets in 2024 is the decreasing interest rate cycle. South Africa, like the rest of the world, will follow the lead of the U.S. Fed on when it begins its cutting cycle. While markets continue to adjust...

SA Outlook 2023 – Mid-Year Review

SA Outlook 2023 – Mid-Year Review

If we look back on the year so far, the market has faced a number of obstacles from regional bank failures, escalating tensions between China and the U.S., continuation of the war in Ukraine, to a surge in AI-related technology. While at the same time, central banks...

2023 Local Market Outlook

2023 Local Market Outlook

New Year New Opportunity As set out in our Offshore Outlook – Mirror Image, the major news outlets continue to beat the drum on the impending doom of global recession, yet the expectations are for a recession that is mild; inflicting a de minimis amount of pain across...

Local Market Outlook 2022

Local Market Outlook 2022

Mirror ImageCurrent valuations suggest an environment that is under significantly greater stress than what the actual real economy suggests. SA corporates remain cash rich, consumers are financially better off than they have been for many years and SA banks are over...