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Simeka – Investment Notes March 2023

Simeka – Investment Notes March 2023

How long does it take to bring inflation down? The expectation of lower inflation is a central theme in the economic outlook for 2023, as interest rates have been raised sharply worldwide. Inflation in the US – the world’s bellwether economy – peaked at 8.9% in June...

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Simeka – Economic Commentary April 2023

Simeka – Economic Commentary April 2023

Economic growth is slowing down in South Africa, inflation remains high, and interest rates are up. Simeka’s Marcus Rautenbach looks at developments in the first quarter of 2023 and provides some insight on how, even though economic developments aren’t pleasing,...

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Simeka – Investment Notes 2/2023

Simeka – Investment Notes 2/2023

We are three months along in 2023, and Marcus Rautenbach updates the market outlook released earlier in the year. He concludes that inflation and interest rates remain important determinants for domestic financial markets but that National Treasury may find it...

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