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Fundamentals March 2018

19 Mar 2018
The March 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals March 2018 (PDF | 1.2MB)

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 In this month's edition:

SIGNS OF AN IMPROVING GROWTH OUTLOOK START TO EMERGE - TINYIKO NGWENYA

Following a market-friendly shift in politics, we expect a rebound in private investment to boost growth.

Download: Signs of an Improving Growth Outlook Start to Emerge - Tinyiko Ngwenya (PDF | 247 KB)

LOW GROWTH COULD SCUPPER FISCAL TARGETS - WIKUS FURSTENBERG

Our main concern regarding the bond market is the strong link between weak growth and Government’s rising debt burden.

Download: Low Growth could Scupper Fiscal Targets - Wikus Furstenberg (PDF | 158 KB)

CENTRAL BANKS FACE GROWTH-INFLATION TRADE-OFF - JOHANN ELS

With key global economies lifting their growth forecasts and core inflation on the rise, central banks will continue with gradual policy normalisation.

Download: Central Banks Face Growth-inflation Trade-off - Johann Els (PDF | 184 KB)

STRIKING THE RIGHT BALANCE: FISCAL CONSOLIDATION WITHOUT CHOKING GROWTH - RIAN LE ROUX

The anxiously awaited 2018 Budget provided some relief, but not a solution, to SA’s fundamental fiscal challenges. 

Download: Striking the right balance: Fiscal consolidation without choking growth - Rian le Roux (PDF | 161 KB)

EXPECT A WAVE OF NEW REGULATION IN 2018 - ZULFA ABDURAHMAN

The Budget Speech proposed regulatory and governance changes that will impact both the financial services industry and its clients.

Download: Expect a wave of new regulation in 2018 - Zulfa Abdurahman (PDF | 187 KB)

7 LESSONS THAT WILL RESHAPE YOUR FUTURE

An extract from LONG-TERM PERSPECTIVES 2018: this yearbook explores the behaviour of asset classes over the past 88 years and more.

Download: 7 Lessons that will reshape your future (PDF | 79 KB)

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