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    When you think ‘Eastern Cape economy’, cars and Coega might spring to mind, but you may not automatically consider the hundreds of entrepreneurs who keep cities like Port Elizabeth, George and Knysna ticking. Nevertheless, these business owners play a vital role in boosting the local economy, keeping communities strong and flourishing, and creating jobs. At […]

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    Jason is the senior industry analyst at FNB. Prior to joining FNB, Jason worked in the Global Markets Research team at Rand Merchant Bank. In his six years with the FirstRand group, he has advised both internal and external clients on how macroeconomic factors will impact developments within the various sectors of the economy. Before joining Rand Merchant Bank, Jason was the Head of Natural Resources research at Accenture, a global management consultancy. He holds a PhD in Anthropology from the University of the Witwatersrand.

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    Highlights SA: The 2017 Medium Term Budget Policy statement (MTBPS) was an astonishingly frank admission of where we are as a country and as an economy. The evidence of fiscal slippage was laid bare, and there was little in the way of a plan as to how to arrest the slide. SSA: The Bank of […]

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    Thabiso started her career at Barclays Africa Group in 2009 where she worked as an Actuarial Pricing Analyst developing risk pricing models for short-term insurance products. She joined Stanlib Asset Management in 2013 as a Performance Analyst and joined Ashburton Fund Managers in 2016 as an Investment Analyst. Thabiso holds a Bachelor of Science degree (Mathematics and Economics) and a Bachelor of Commerce Honours degree (Investment Management), both from the University of Johannesburg.

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    Among others, the following local companies are set to report results this coming week: Adcorp Holdings (Interim Results): In the company’s full year results, trading profits were significantly impacted by volumes lost due to recent changes to the SA labour laws as well as losses incurred from its African operations. Our focus will be on […]

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    Thabiso started her career at Barclays Africa Group in 2009 where she worked as an Actuarial Pricing Analyst developing risk pricing models for short-term insurance products. She joined Stanlib Asset Management in 2013 as a Performance Analyst and joined Ashburton Fund Managers in 2016 as an Investment Analyst. Thabiso holds a Bachelor of Science degree (Mathematics and Economics) and a Bachelor of Commerce Honours degree (Investment Management), both from the University of Johannesburg.

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    The SA economy emerged from a technical recession in the second quarter with real GDP growing by a seasonally adjusted annualized 2.5% quarter on quarter. While this was a better than anticipated number, and forecast growth rates have been lifted slightly, there were some low base effects in play which are not regarded as repeatable. […]

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    Jason is the senior industry analyst at FNB. Prior to joining FNB, Jason worked in the Global Markets Research team at Rand Merchant Bank. In his six years with the FirstRand group, he has advised both internal and external clients on how macroeconomic factors will impact developments within the various sectors of the economy. Before joining Rand Merchant Bank, Jason was the Head of Natural Resources research at Accenture, a global management consultancy. He holds a PhD in Anthropology from the University of the Witwatersrand.

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    As we had expected, the manufacturing sector registered its first positive growth figure after four consecutive months of contraction, albeit by only 1.5% y/y and 0.3% m/m. The biggest contributor to the improvement was an 11.3% y/y improvement in basic iron and steel, metal and machinery output, which contributed a full 2 pps. We had […]

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