South Africa Country Risk Key Analysis

Regional Equity Strategy

A number of African equity markets are poised for further losses as US tapering causes money to be pulled out - the Johannesburg All-Share Index looks weak, especially technically. We are removing...

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Which Currencies Are Most Vulnerable?

One of our clients, a pan-African investment bank, recently asked us which African currencies are most vulnerable at the moment. We judged the vulnerability using three-month forecasts against the US...

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Headwinds Growing For Economy

We are below-consensus, forecasting that South Africa's economy will growth by just 2.5% in 2014 (versus Bloomberg consensus of 3.0%). Our view is predicated on several concerning factors including...

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