South African Market Insights
Latest updates to our website
We take a look at the latest inflation numbers and focus on the inflation rate of services, durable, semi-durable and nondurable goods over time and find that services has the most stable rate of inflation and non durable goods have the most volatile rate of inflation while durable and semi-durable goods tends to track each other closely.
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We take a look at the latest average price data from Statistics South Africa and focus on the average price per kilogram of Polony, a popular ingredient in spatlo's or kotas. After seeing a decline in the average price per kilogram of polony during the listeriosis crises, prices are starting to pick up again.
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Advertisement (and yes South Africans can buy from Amazon as they ship to SA)
We take a look at the latest financial results of entry level private school group, Curro Holdings and find while their learner numbers are growing there is a slow down in the growth rate and a worrying increase in their gearing levels. But we believe that they still offer great long term value for investors willing to hold on during their expansion phase (which is costing a lot of money).
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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 banking related crime statistics released by the South African Banking Risk Information Centre (SABRIC) for the year 2018. So just how many cash in transit heists or ATM scams or ATM robberies took place in South Africa in 2018? Or even more troubling how many fraudulent transactions took place on South African issued debit and credit cards?
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We take a look at the Johannesburg Stock Exchange (JSE) All Share Index latest PE ratio, based on data published by the stock market operator. The overall PE ratio of the All Share Index saw a sharp decline during the month of July, largely due to massive share price declines in counters such as Massmart during the last few weeks. |
We take a look at the Johannesburg Stock Exchange (JSE) trading statistics for the week ending 2 August 2019 and compare the numbers to that of a year ago. Foreigners were net sellers to the tune of R5 billion of SA listed shares during the last week, this over and above the R6 billion they sold the week before. Foreigners are running away from South Africa at a rapid rate
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Poverty and inequality are two of the biggest issues in South Africa right now. So Statistics South Africa's latest national poverty lines including food poverty lines serves as a useful guide to show just how much money each person in South Africa requires to buy food (to survive) as well as the amount of money required to just get by with the bare basics in South Africa
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We take a look at the latest dry cargo shipping trends as published by the United Nations conference on trade and development (UNCTAD). South Africa is mentioned in the report, especially when it comes to the supply of Iron Ore, with South Africa supplying 4% of China's iron ore imports. With Australia supplying a whopping 21% of China's iron ore imports |
A few months ago we did on article in which we discussed the impact that swine flu in China and broader Asia had on local bacon prices. Now a few months later, we take a look at bacon prices again and find that the growth in the average price paid per packet of bacon is a lot higher than it was 12 months ago. And this was recorded across all provinces of South Africa.
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