Interest rates: the Sarb will not bow to political pressure
A 200 basis point cut in the repo rate will lead to the rand plunging by between 12% and 15%, putting upward pressure on inflation through more expensive imports.
Author: Ryk de Klerk
Why policyholders complained to the short-term ombudsman in 2023
‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.
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South African banks are not the culprits as portrayed
The banking sector is one of the few pillars standing in a country that is effectively under business rescue after imploding from state capture.
Why I (want to) own Bitcoin
It appears that virtually most excesses, including malfeasance and possible manipulation of the Bitcoin market from December 2020 to June 2022, have been dealt with.
Capitulation of bears: a bull trap?
Global tech shares and broad equity indexes have entered the high-risk and most dangerous stage of the market rally, says Ryk de Klerk.
The groundwork for risk-on investment strategies is being laid
The relationship between the percentage of US banks tightening or reducing their lending criteria and momentum in world stock markets.
Why I’ve turned positive on the rand
Most of the bad news seems to be reflected in current market prices.
SA capital markets are cheap, but is it darkest before dawn?
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
Sell in May and go away?
An analysis of whether the trading strategy of selling in May and buying back later in the year succeeds.
Big R, credit crunch: REITs are not recession-proof investments
The negative market sentiment towards US REITs will rub off on REITs globally and specifically on global REITs indexes.
The banking crisis: a much-feared Black Swan has struck
The fallout could be very uncomfortable for equity investors and savers.
Is gold an accident waiting to happen?
Unpacking the connection between the gold price, the capital markets, quantitative tightening and Russian military aggression.
Risks of global stocks are high – is a fallout looming?
Soaring global equities should be seen in the context of the business cycle.
South Africa is at high risk, but not only on the downside
The country is in a position similar to the one it was in before the apartheid system collapsed.
