South African Market Insights

​​Latest updates to our website

Since the festive season and the holidays are upon us we take a look at the latest average prices of various items that will be consumed a lot over the festive season, and they all start with a B. Beer, Brandy, Biltong and Biskuit aka rusks.
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We take a look at the latest customs data released by the South African Revenue Service (SARS) and it shows that China is by far South Africa's biggest trading partner both in terms of exports and imports. Germany and the United States takes 2nd and third spot.
In this article we take a look at the year on year inflation rate of food in South Africa and compare it to South Africa's food products import inflation as calculated by Unit Value Indices (UVI) published by Statistics South Africa.

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In this article we take a look at the volatile growth rates of the agricultural industry in South Africa as well as take a look at the overall size of the sector in South Africa's economy. While it employs a large number of people in an informal and infrequent basis its overall contribution to the total economy of South Africa is minimal yet crucial

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We take a look at the financial stability review, second edition 2019, published by the South African Reserve Bank (SARB), who is ultimately responsible for financial stability in South Africa. 


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The three main economic indicators that are quoted by the press and media at large is the inflation rate, unemployment rate and the economic growth rate. But it is hardly ever broken down into substantial detail. This page will look to break down South Africa's inflation rate into more detail.
SA's latest inflation rate for October 2019 came in at 3.7%. We cannot see how the South African Reserve Bank (SARB) monetary policy committee (MPC) will not cut interest rates tomorrow.


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We take a look at a report published by Statistics South Africa, which covers the Coega special economic zone in more detail. The Coega Special Economic Zone is the largest Industrial Development Zone (IDZ) in Southern Africa


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Woolworths doing what they do best, writing off more and more of their investment in David Jones, the Australian department store group. On the bright side is Woolworths Foods which keeps growing at rates a lot faster than the rest of Woolworths divisions. ​
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Our sister site covered the latest earnings report from Nike Inc and their results show that almost two thirds of Nike Inc. earnings comes from their footwear sales by far the bigger seller than their clothing and apparel division.
We take a look at the latest financial results from Exxaro in which the group announced a strong increase in their interim dividend as well as a special dividend which combined should see investors earn R17.61 in dividends (or around 13% dividend yield) for the interim period alone.

Advertisement (and yes South Africans can buy from Amazon as they ship to SA)

We take a look at the latest inflation numbers published for July 2019 by Statistics South Africa and it shows that there is very little to no demand pull inflation with inflation for durable goods 


Latest Financial Results for KAP industrial: We take a look at the full year financial results of KAP Industrial Holdings for the year end June 2019. ​KAP Industrial Holdings Limited (KAP) is a JSE-listed diversified industrial group consisting of industrial, chemical and logistics business

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​We take a look at the latest financial results of  City Lodge Hotel Group, the owner of City Lodge,  Town Lodge and Road Lodge. They have a massive footprint in the cheap to middle cost hotel and motel offerings in South Africa.​


Is South Africa seen as a commodity dependent country? Most people would probably say yes, but when looking at the numbers we are not classified as a commodity dependent country.

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We take a look at an article published by United Nations Conference on Trade and Development (UNCTAD) that shows that South Africa stands to gain significantly from a no deal Brexit, should it take place (their estimate shows SA stands to gain $3.1 billion).

As the saying goes one man's trash is another mans treasure. This certainly holds true in this case as chaos in Europe and UK could lead to substantial gains for South Africa.
We take a look at the latest financial results released by MTN this morning. And based on the results we believe at their closing price of R112.70 yesterday they are about 10% overvalued at this point in time. So we expect to see MTN shares drop a little in coming weeks.

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