Tag - Interest Rates

Interest rate increase could make consumers more vulnerable

By Sanisha Packirisamy, economist at Momentum Asset Management. It is clear that the South African Reserve Bank (SARB) remains aware of the potential negative local effect of a rise in US rates should the US decide to hike rates this year. In the event that global capital flows to emerging markets (including South Africa) are negatively impacted...

Investment themes for SA equities in 2014

Chris Freund, Head of SA Multi-Asset at Investec Asset Management, discusses his investment views for 2014 What are the most important themes that will drive returns in 2014? We believe there are a number of themes that will drive both global returns and also impact South African assets. Markets will be focusing on the timing of the tapering of...