South African Market Insights

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We take a look at a blog post from Codera Analytics that shows the change in banks market share since the Covid-19 pandemic.



While 20 years ago South Africa used to have the big 4 banks (ABSA, FNB, Standard Bank and Nedbank) this has change significantly over time.
According to trade statistics published by the South African Reveue Service (SARS), South Africa has not imported a drop of oil from the United Arab Emirates in 2024. We find that very hard to believe.
Every time there is an announcement on the latest fuel prices, government officials are always quick to point to higher oil prices as driver of fuel price increases. The sad reality is over time oil has remained relatively flat while taxes on fuel has increased and the exchange rate weakened a lot. So the main driver is the weak exchange rate (and that is a reflection of a poorly run country and economy). 

So rising fuel prices is mainly due to poor or non implementation of pro economic growth policies by the government of South Africa
South Africa's inflation rate conitinues to rise, putting more and more pressure on out of pocket consumers and providing more ammunitation to the South African Reserve Bank (SARB,) who is hell bent to fight inflation with interest rates to raise interest rates again, even though none of the current drivers of inflation will be slowed down by raising interest rates.
Statistics South Africa published South Africa's unemployment numbers for the 4th quarter of 2022. While the formal unemployment rate decline from 32.9% to 32.7^% this number is pretty deceiving and doesnt really provide a clear picture of just how many people are unemployed in South Africa.
We take a look at the latest quarterly labour force survey (QLFS) published by Statistics South Africa, which shows that more than half of South Africa's women are out of the labour force. The bulk of this article will contain text provided by the statistics office.
We take a look at the cost of living crisis in South Africa, mostly brought about by the war in Ukraine and the continued load shedding problems at Eskom.

Its going to get a lot worse before it gets better.
​In this article we take a more detailed look at the Swiss Franc and why traders like to trade one of the strongest currencies in the world that belongs to a very small country located between European power houses such as Italy, France and Germany.


We take a look at the 3rd quarter 2021 earnings report of Alphabet (GOOGL), the parent company of Google and Youtube. For the quarter they reported revenues of $65.12 billion and net income (profit) of $21.03 billion.​

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Investing has come a long way. At one time, there was a perception held by some of investing being an option only, for the rich and therefore inaccessible for the average person.  ​

We take a look at an article published by Statistics South Africa (Stats SA) in which they report that education inflation is the lowest its been in 30 years in South Africa.

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We take a look at some of the most telling charts relating to the current state of the South African economy as published in the South African Reserve Bank (SARB) latest quarterly bulletin.
We take a look at banking sector data released by the South African Reserve Bank which shows that South African banks are really struggling compared to a year ago. And all of this was brought upon by the Covid-19 pandemic that has gripped the country since March 2020. Impaired advances increased by over 40% over the last 12 months, or by over R65 billion when stated in Rand value.
We take a look at the astronomical rise in the stock prices of Tesla (TSLA) and Nio (NIO) over the last couple of years. We believe both these firms stocks are horribly overpriced and we would not recommend that anyone invests in them at their current prices.
We take a look at the latest mid year population estimates released by Statistics South Africa that showed that its currently estimated that South Africa has 59.62 million people living in the country with the most populous province being the smallest province, Gauteng with  15.5 million people currently living in Gauteng
We take a look at the latest manufacturing production and sales numbers up to March 2020 of South Africa and published  by Statistics South Africa . This is the last month before the national lockdown due to Covid-19. So we expect the next release to show significant declines.
We take a look at the latest JSE All Share Index PE ratio, for April 2020 as calculated based on data released by the operator of the stock market, the JSE.  The PE ratio of the All Share  index declined sharply in March 2020 but made a speedy recovery in April 2020 as markets increased strongly during April 2020
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We take a look at a rapid response survey conducted by Statistics South Africa in which businesses were asked various questions relating to the impact Covid-19 and the national lockdown will have on their business
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With oil prices tanking and seeing negative prices for the first time in history we have decided to cover South Africa's crude oil imports from South Africas biggest crude oil suppliers, Saudi Arabia and Nigeria since the start of 2019.
We take a look at the latest JSE All Share Index PE ratio, for March 2020 as calculated based on data released by the operator of the stock market, the JSE.  The PE ratio of the All Share  index declined sharply compared to the previous month largely driven by the massive market declines due fears around the spread of the Coronavirus and the impact it will have on global growth.
We take a look at the latest quarterly employment statistics (QES) data published by Statistics South Africa and we focus on the number of people employed in the formal, non agricultural sector and the average gross monthly earnings of those formally employed in South Africa as at the end of December 2019.
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SASOL rights issue and asset sale announced to try and save the company
Johannesburg Stock Exchange
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We take a look at the Johannesburg Stock Exchange All Share Index performance and compare it to the Dow Jones Industrial Average performance. How has the JSE All Share Index held up against the Dow Jones during the recent market sell off triggered by the Coronavirus?
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