South Africa Key Analysis

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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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Shale Gas A Long-Term Hope

Shale gas regulations would provide clarity for investors seeking to tap South Africa's shale gas potential. However, we note the investment certainty this provides could be undermined by an...

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Food & Drink Round-up Q313: Core Views

The third quarter of 2013 did not have a marquee event of the same magnitude as the first-quarter purchase of Heinz by Warren Buffett's Berkshire Hathaway fund and Brazil's 3G Capital for US$28bn....

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Views Update: Turning Bearish Rice

We have initiated a bearish view on front-month rough rice in our commodities strategy table, as prices are approaching resistance and we expect them to head significantly lower in the...

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