LATEST RESEARCH & INSIGHTS
November local commentary: The JSE outperforms global peers as precious metals propel gains
- Peter Little, Fund Management
The JSE was one of the best-performing global stock markets in November (FTSE/JSE Capped SWIX Index +2.3% MoM); the only major bourse to outperform the...
November global commentary: Market rotation sees mega-cap tech slip and healthcare surge
- Peter Little, Fund Management
Developed market (DM) equities rallied 4% in the last few days of November to claw their way back into positive territory for the month (MSCI...
Global markets lose altitude in November, but the JSE shines on strong commodities and property gains
- Marco de Matos, Research
November proved to be choppy for global equity markets (MSCI World +0.3% MoM/+20.6% YTD) as concerns about stretched AI valuations weighed on investors, resulting in...
Maximising your tax and investment benefits before the 2025 year-end
- Anchor
As the South African tax year-end approaches, now is an ideal time to review your investment and tax strategies. Proper planning can enhance long-term growth,...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, written by Casey Sprake, is published periodically and offers a thoughtful mix of research, analysis, and commentary. Covering everything...
A calculated cut: The SARB eases interest rates as inflation anchors at 3%
- Casey Sprake, Economist
South Africa’s (SA) headline consumer inflation increased modestly to 3.6% YoY in October from 3.4% in September, undershooting market expectations and reflecting a broadly contained...
Black Friday 2025: A stress test for SA consumer strength
- Casey Sprake, Economist
As Black Friday 2025 approaches, it is increasingly becoming a fixture in South Africa’s (SA) retail calendar and a surprisingly valuable gauge of the country’s...
A Measured Turn: SA’s 2025 MTBPS Angles Towards Fiscal Credibility
- Casey Sprake, Economist
On 12 November 2025, Finance Minister Enoch Godongwana delivered South Africa’s (SA) Medium-Term Budget Policy Statement (MTBPS), a key mid-year fiscal update that reviews performance...
Anchor’s wish list for the November 2025 MTBPS
- Casey Sprake, Economist
On 12 November, South Africa’s (SA’s) Minister of Finance Enoch Godongwana will deliver the 2025 Medium Term Budget Policy Statement (MTBPS). The MTBPS plays an...
