South Africa

A range of markets across Sub-Saharan Africa are being hit by global factors including risk aversion, rising input costs, and fears of further political instability. Here we highlight... 2011-03-10

Geopolitical events have seen a rise in risk aversion and caused some volatility in global markets since our last asset allocation strategy update - a spike higher in oil prices being... 2011-03-03

BMI View: The ongoing unrest in Libya has two key implications for Sub-Saharan Africa: short-term risk aversion and rising risks to growth potential if oil prices spike higher.

Although we continue to see develop world equity markets outperforming emerging markets in 2011, we do not think that Sub-Saharan African equities are necessarily at risk of a correction.... 2011-02-16

BMI View: Although South Africa's JALSH has pushed to a new all-time high, we are cautious short term. The market looks ripe for a correction, and bearish sentiment could gather given... 2011-02-14

There has been some notable volatility in Sub-Saharan African (SSA) financial markets since our last monthly market strategy update (see 'SSA Market Strategy For 2011: Equities Over... 2011-02-04

BMI View: The Sub-Saharan Africa region is poised for strong growth in 2011, with our regional forecast standing at 5.2%. We foresee the following key trends: robust economic performance... 2011-01-27

BMI View: Following the South African Reserve Bank's decision to keep the repo rate on hold at 5.50% on January 20, we retain our expectation for rates to stay static throughout... 2011-01-21