The November 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals November 2017
(PDF | 1.5 MB)
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
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)