Entries by Christine van Graan

The dollar’s global dance: Stability and strain

In this week’s exploration of economic narratives, we look at the almost omnipresent influence of the United States (US) dollar: A currency that wields unparalleled sway over the international financial landscape. While the US accounts for a modest 15.5% of global gross domestic product (based on purchasing power parity), its currency forms the backbone of global reserves and dominates international transactions. The implications of this scenario are profound, both economically and geopolitically.

How to outperform cash

Cash provides an attractive interest rate but other options are available to enhance this yield.

Corporate manoeuvres and macro-economic indicators

In this week’s economic commentary, we dissect an intriguing interplay between corporate manoeuvres and macro-economic indicators that could shape the financial strategies of investors and policymakers in the near future.

Are You Informed Enough To Navigate SA’s Economic Landscape?

As South Africa (SA) navigates a complex economic landscape, the country’s central bank remains steadfast in its commitment to maintaining stringent inflation targets despite the challenges posed by rising global commodity prices and the mounting pressure that the middle class is under.

Economic Resilience, Food Inflation, and Climatic Uncertainty

Last week’s financial landscape was notably vibrant, marking a significant stride in global stock markets, particularly in the United States. The S&P 500 and Nasdaq Composite, two key barometers of market health, illustrated a compelling narrative of resilience and optimism among investors, sustained by central banks’ monetary policies on both sides of the Atlantic.

Are your investments truly diversified?

Recent years have seen large performance rotation in asset classes, styles, sectors and regions. How do you protect yourself against this volatility and performance swings?

Significant economic shifts are on the horizon

Last week’s financial landscape was notably vibrant, marking a significant stride in global stock markets, particularly in the United States. The S&P 500 and Nasdaq Composite, two key barometers of market health, illustrated a compelling narrative of resilience and optimism among investors, sustained by central banks’ monetary policies on both sides of the Atlantic.

Significant economic shifts are on the horizon

Now, as the world stands on the cusp of significant economic shifts, investors find themselves navigating a landscape where global interest rates are hovering near 17-year highs. This environment, primed for a transition towards rate cuts, poses unique challenges and opportunities for those in pursuit of yield.

Turning victims into victors

A victim can never be a victor unless they change themself into one. Consequently, a country stuck in a prevailing ideology of victim mentality cannot create sustainable, inclusive economic growth. Put differently, it cannot create wealth, which includes skills, jobs, and opportunities.

SA’s investment puzzle: Navigating taxes and opportunities

In today’s investment landscape, investors must trust their financial advisors for guidance. Despite its historical significance, the South African equity market has seen a decline in global attention over the past decade. Many experts have extensively discussed this trend and retail investors have responded by hesitating to deploy capital within South Africa, often opting to invest abroad owing to concerns about local governance.