Economy

Business confidence eased slightly further in 4Q18

Confidence continues to track below the neutral-50 mark in all surveyed sectors. RMB Chief Economist Ettienne le Roux unpacks the results on Business Day TV.

Transforming the boardrooms of Namibia’s SOEs is key for long-term growth

Namibia’s growth prospects have been curtailed by weak investment from SOEs and private sector

Domino effect of a downgrade will be much worse than expected

RMB's Ettienne le Roux and Elena Ilkova say the chain of consequences is not yet priced in by optimists. But it’s not too late for forceful and corrective action to turn the ratings tide around.

MPC Review: the cut expected, the magnitude not

In this podcast RMB Economist Siobhan Redford discusses the underlying factors to the 100bp interest rate cut, including the substantial revision to inflation. She shares RMB’s inflation outlook and rate cut expectations for the remainder of 2020, and looks at how central banks globally are implementing monetary reform in their economies.

SA GDP forecast change

In this podcast RMB Economist Siobhan Redford explains why SA might see a GDP contraction of 6.7%, if not more.

SA macroeconomic forecast: update

In this podcast RMB Economist Siobhan Redford shares RMB's updated inflation and interest rate forecasts

RMB economic forecast update for 2020

In this podcast RMB SA Economist Siobhan Redford shares RMB's economic forecast for the remainder of 2020, including GDP, inflation and interest rate expectations.

Balancing growth and fiscal rigour could heal COVID-19 wounds

SA, a country with emerging-market drawbacks, will soon also have to own up to a debt ratio of developed-economy proportions.

Finding alpha in the age of COVID-19

Nema Ramkhelawan-Bhana, Head of RMB Global Markets Research, says asset class diversification provides stability in times of intense market volatility, with much of the activity being driven by opportunistic buying.

SA macro economic outlook 2021

RMB's Markets Research team has revised their economic outlook for the year, expecting a slow and subdued recovery.