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Fundamentals November 2017

16 Nov 2017
The November 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals November 2017 (PDF | 1.5 MB)

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 In this month's edition:

HEALING THE RIFT BETWEEN GOVERNMENT AND BUSINESS - MILLS SOKO, Director of UCT's Graduate School of Business 

Instead of working together, business and Government have opted to go it alone. We need to develop a tangible sense of common purpose that centres on the pursuit of national interest. 

Download: Fundamentals November  2017: Healing the rift between government and business (PDF | 104 KB)

BIG DATA, AI AND INVESTMENT MANAGEMENT - SALIEGH SALAAM, WARREN MCLEOD AND
GRANT WATSON

Big data and AI can help active investors find informational advantages for the ultimate benefit of their clients.

Download: Fundamentals November 2017: Big data, AI and investment management (PDF | 517 KB)

DEPRESSING BUDGET TRIGGERS A FIERCE RESPONSE FROM BONDS - WIKUS FURSTENBERG

Bond yields may rise even further should a ratings downgrade force foreign investors’ hands.

Download: Fundamentals November 2017: Depressing budget triggers a fierce response from bonds (PDF | 147 KB)

SA UNLIKELY TO SEE MORE RATE CUTS - TINYIKO NGWENYA

Without tight fiscal policy, it becomes difficult for the Reserve Bank to continue easing.

Download: Fundamentals November 2017: SA unlikely to see more rate cuts (PDF | 106 KB)

GLOBAL UPSWING IN ECONOMIC ACTIVITY GATHERS STEAM - JOHANN ELS

In this environment, global central banks are ready to continue on the path of policy normalisation.

Download: Fundamentals November 2017: Global upswing in economic activity gathers steam (PDF | 163 KB)

FISCAL CONSOLIDATION THROWN OUT OF THE WINDOW - JOHANN ELS

This disappointing mid-term budget will likely lead to ratings downgrades before the year is out.

Download: Fundamentals November 2017: Fiscal consolidation thrown out of the window (PDF | 155 KB)

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