What is remarkable about this growth is that it is coming off a high base.

Next week is big. We’ve got a bit of data coming out on the local front, which will give an indication of where our inflation cycle peaked and as such more insight on the interest...

The rand is still stuck in a range, but with a firmer bias. This has been a function of the renewed rise in precious metals prices. The rand is once again making use of its...

We will remain stuck in a range ahead of a busy data week both locally and abroad. For the most part 6.06-6.14/dollar is the preferred range.

Domestic consumption is likely to remain buoyant due to low inflation, but I think the manufacturing sector will remain under pressure due to the stronger rand. Strong metal prices are expected to propel the economy...

If the gold price can sustain its latest surge then I think the rand will enjoy a bit of short-covering into the weekend. I would be targeting the mid-teens, around 6.13/dollar.

Bonds are looking slightly overbought. Yields have come down a long way and its hard for them to push lower. We are seeing a bit of consolidation and wait for the Americans to return,

A rise in global demand, the relatively low cost of capital and a weaker rand have all helped lift manufacturing.

The dollar stopped firming, and combined with high metals prices this has been conducive to a stronger rand.

We’re targeting 6.20/dlr though that will be a tough level to break, but if it does it may target to 6.14/dlr.

This says to me we could see some inventory replenishment in coming months. As a consequence, I think the manufacturing sector is still in an upswing phase.

If you look at the subcategories, you see a backlog in sales orders while inventory levels are down and purchasing commitments are up,

We have seen strong buying of bonds this week by foreigners. The underlying tone for bonds is to buy into any weakness, which suggests that the market expects bond yields to keep firming in the...

There’s a lot of apprehension ahead of the [Reserve Bank’s] monetary policy committee. Although it’s widely expected interest rates will stay unchanged, guys will be looking to how at how the Reserve Bank is concerned...

There’s a lot of apprehension ahead of the (Reserve Bank’s) MPC. Although it’s widely expected interest rates will stay unchanged, guys will be looking to how at how the Reserve Bank is concerned about oil...

The weaker rand is causing some of the bulls to lock in profits. It could have been worse had it not been for the slightly better-than-expected inflation numbers and the fact that oil prices have...

I think it was pretty neutral from a rand perspective but he did a paint pretty optimistic outlook for the rand.

In the low interest rate environment globally, where there is hardly any yield, South Africa still offers value to foreign investors, with relatively low risk.