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Fundamentals September 2017

19 Sep 2017
The September 2017 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals September 2017 (PDF | 1.6 MB)

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 In this month's edition:

SA EXITS THE RECESSION, BUT GROWTH RATE IS UNSUSTAINABLE - RIAN LE ROUX

SA is in a slow growth trap and will not escape until greater policy certainty helps lift business confidence.

Download: Fundamentals September  2017: SA exits the recession, but growth rate is unsustainable (PDF | 115 KB)

NO MORE US RATE HIKES THIS YEAR, SAYS MARKET - TINYIKO NGWENYA

The focus has now shifted to the US Fed unwinding its US$4.5 trillion balance sheet.

Download: Fundamentals September 2017: No more US rater hikes this year, says market (PDF | 72 KB)

BOND MARKET OVERLOOKS FALLING INFLATION RATE - WIKUS FURSTENBERG

The risks to fiscal consolidation weigh on the SA bond market.

Download: Fundamentals September 2017: Bond Market overlooks falling inflation rate(PDF | 143 KB)

BIG DATA, AI AND THE SEARCH FOR ALPHA - SALIEGH SALAAM AND WARREN MCLEOD

Big data and machine learning could reveal new opportunities to generate outperformance.

Download: Fundamentals September 2017: Big Data, AI and the search for Alpha(PDF | 504 KB)

KEYS TO THRIVING WHEN ECONOMIES TURN DOWN - PAUL BOYNTON

Despite a sluggish economy, carefully selected private equity projects continue to provide solid returns.

Download: Fundamentals September 2017: Keys to thriving when economies turn down (PDF | 136 KB)

CONSUMER HEALTH IMPROVES AS MOROCCANS ADAPT TO SUBSIDY REFORMS - CAVAN OSBORNE

Morocco may never be Africa’s leading growth story, but it offers relative stability and a low correlation to most other markets.

Download: Fundamentals September 2017: Consumer Health improves as Moroccans adapt to subsidy reforms (PDF | 241 KB)

MY LOVE FOR INVESTING STARTED IN GRADE 9

Meet Siboniso Nxumalo, joint head of our Global Emerging Markets boutique.

Download: Fundamentals September 2017: My love for investing started in Grade 9 (PDF | 102 KB)

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