Insights

Insight & Analysis

Quarterly Reviews, Rand forecast and up to date analysis on the South African Rand and Economy

Recent political events in South Africa have lead to a number of political changes that have left the general public with feelings of concern and uncertainty. The issue of state capture had been at the forefront of democratic governance since...
Every three years, the Bank for International Settlements (BIS) releases its Triennial Central Bank Survey report, detailing foreign exchange activity for the passing period. The most recent edition was released last month, so we decided to check in on how...
We live in interesting times indeed. In a world where global monetary policies are out of sync and central banks are experimenting with negative interest rates, it appears that navigating the uncertain road ahead may prove to be more difficult...
Since the British voted to leave the European Union (EU), much has happened. We’ll highlight some key events and look at what Brexit may have in store for the man on the street in South Africa. In this article, we...
There has been much debate around what the Rand will do once ratings agencies confirm their views on South Africa’s credit market. We hope to explain how the ratings agencies and national politics affect the local currency and the economy. Who...
When trying to understand why the Rand has moved the way it has over the first quarter of 2016, you need to consider three major influencing factors: emerging market performance, the commodity cycle, and our Republic’s national politics. Let’s take...
There has been much debate over the direction the Rand will take in the coming months. There are a number of permutations that must be considered when even beginning to understand how the Rand is affected. There are three main contributors...