South African Market Insights

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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.  ​

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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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Johannesburg Stock Exchange

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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We take a look at the total meltdown of the SASOL share price and their business in general brought about by the impact of Coronavirus on global demand as well as the oil price plummeting due to a price war between Saudi Arabia and Russia. Is this the end of the line for SASOL? The group basically said they will require cash from shareholders to weather this storm. 

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We take a look at the Johannesburg Stock Exchange (JSE) trading statistics for the week ended 6 March 2020 and compare the numbers to that of a year ago. And Coronavirus fears and general market sell off saw a massive spike in the volume, number and overall value of stocks traded for the week ended 6 March 2020
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We take a look at the latest financial results from listed Telecoms operator MTN for the year ending December 2019. The mobile operator has been struggling for years largely due to issues in some of their biggest markets such as Iran and Nigeria. But it looks like Nigeria, the biggest economy in Africa is starting to pay off for MTN

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