Listed property outperforms, but genuine recovery in property conditions may take longer than expected
15 – 21 July 2011 in a nutshell
Market and Economics – Highlights

15 July 2011

Resources weighed down by global and local factors ... But offshore opportunities exist
08 – 14 July 2011 in a nutshell
Market and Economics – Highlights

08 July 2011

SA consumer spending and investment bolster recovery
01 – 07 July 2011 in a nutshell
Market and Economics – Highlights

01 July 2011

PPI increases, but at a lower rate than anticipated
24 – 30 June 2011 in a nutshell
Market and Economics – Highlights

24 June 2011

Listed property recovers in May
17 - 23 June 2011 in a nutshell
Market and Economics – Highlights

17 June 2011

Better performing retail shares boost mid caps, despite economic concerns
10 - 16 June 2011 in a nutshell
Market and Economics – Highlights

10 June 2011

Basic material sector dips - underperforms JSE
03 - 09 June 2011 in a nutshell
Market and Economics – Highlights

03 June 2011

Walmart gets green light ... conditions may allay job loss fears
27 May - 02 June 2011 in a nutshell
Market and Economics – Highlights

27 May 2011

Industrial index shows strong gains in April
20 - 26 May 2011 in a nutshell
Market and Economics – Highlights

20 May 2011

Financial sector gains ... thanks to recovering SA economy
13 - 19 May 2011 in a nutshell
Market and Economics – Highlights

13 May 2011

Interest rates again on hold ... thanks partly to stable rand
6 - 12 May 2011 in a nutshell
Market and Economics – Highlights

06 May 2011

New job creation ... Getting even slower
29 April - 05 May 2011 in a nutshell
Market and Economics – Highlights

15 April 2011

Bearish outlook for listed property ... but Growthpoint bucks the trend
08 - 14 April 2011 in a nutshell
Market and Economics – Highlights

08 April 2011

Old Mutual regains its mojo ... as it shakes off HSBC woes
01 - 07 April 2011 in a nutshell
Market and Economics – Highlights

01 April 2011

Capitau’s offer for Avusa is fair ……….but without any take-out premium
25 - 31 March 2011 in a nutshell
Market and Economics – Highlights

25 March 2011

Interest rates kept steady ... but inflation worries could change that
18 - 24 March 2011 in a nutshell
Market and Economics – Highlights

18 March 2011

Retailers recover…. although furniture chains lag
11 - 17 March 2011 in a nutshell
Market and Economics – Highlights

11 March 2011

Gold shines ... on safe haven buying
04 - 10 March 2011 in a nutshell
Market and Economics – Highlights

4 March 2011

Construction shares ... biggest lag in industrials
25 Feb - 03 March 2011 in a nutshell
Market and Economics – Highlights

25 February 2011

Slower deficit reduction may undermine SA’s good fiscal image
18 - 24 Feb 2011 in a nutshell
Market and Economics – Highlights

18 February 2011

Small Caps take a breather on profit-taking ... after a spectacular 2010
11 - 17 Feb 2011 in a nutshell
Market and Economics – Highlights

11 February 2011

OM Mining & Resources Fund ... roars ahead in a tough market
04 - 10 Feb 2011 in a nutshell
Market and Economics – Highlights

4 February 2011

Life companies outperform ... boosted by Old Mutual's rebound
28 Jan - 03 Feb 2011 in a nutshell
Market and Economics – Highlights

28 January 2011

Rand - the biggest wild card in SA economy in 2011
21 - 27 Jan 2011 in a nutshell
Market and Economics – Highlights

21 January 2011

Inflation has bottomed ... moderate uptrend has begun
14 - 20 Jan 2011 in a nutshell
Market and Economics – Highlights

14 January 2011

Listed Property outperformed in 2010 …..and lower double-digit returns expected in 2011
10 - 14 Jan 2011 in a nutshell
Market and Economics – Highlights

2010

10 December 2010

Industrials ... stellar performers of the year!
03 - 09 Dec 2010 in a nutshell
Market and Economics – Highlights

03 December 2010

More downside ... than upside risks in construction
26 Nov - 02 Dec 2010 in a nutshell
Market and Economics – Highlights

26 November 2010

Capital flows into emerging markets ... drive up small caps
19 - 25 Nov 2010 in a nutshell
Market and Economics – Highlights

19 November 2010

Rate cut was expected ... and likely the last one in this cycle
12 - 18 Nov 2010 in a nutshell
Market and Economics – Highlights

12 November 2010

Liberty and Metropolitan steam ahead ... moderating lacklustre sector performance
05 - 11 Nov 2010 in a nutshell
Market and Economics – Highlights

05 November 2010

Massmart pulls back on Wal-Mart's decision ... not to insist on a 100% stake
29 Oct - 04 Nov 2010 in a nutshell
Market and Economics – Highlights

29 October 2010

Listed property powers ahead in the third quarter
22 - 28 Oct 2010 in a nutshell
Market and Economics – Highlights

22 October 2010

Low interest rates and inflation ... good for SA consumers
15 - 21 Oct 2010 in a nutshell
Market and Economics – Highlights

15 October 2010

Gold breaking records …….but strong rand steals the shine
08 - 14 Oct 2010 in a nutshell
Market and Economics – Highlights

08 October 2010

Massmart - the chosen bride for US's Wal-mart
01 - 07 Oct 2010 in a nutshell
Market and Economics – Highlights

01 October 2010

Basic metals fall ..... on easing Chinese economy
24 - 30 Sept 2010 in a nutshell
Market and Economics – Highlights

17 September 2010

MTN advances ... on dividend payout increase announcement
10 - 16 Sept 2010 in a nutshell
Market and Economics – Highlights

10 September 2010

Rate cut was expected ………..and rates will remain low for an extended period
03 - 09 Sept 2010 in a nutshell
Market and Economics – Highlights

3 September 2010

Shoprite steams ahead on Africa's growth
27 August - 02 Sept 2010 in a nutshell
Market and Economics – Highlights

27 August 2010

Sale of Nedbank – Welcome news for Old Mutual shareholders
20 - 26 August 2010 in a nutshell
Market and Economics – Highlights

20 August 2010

September rate cut now likely
13 - 19 August 2010 in a nutshell
Market and Economics – Highlights

13 August 2010

Small Caps underperform ………….as global economy falters
06 - 12 August 2010 in a nutshell
Market and Economics – Highlights

6 August 2010

Old Mutual roars ahead ……on rumours of a possible Nedbank sale
30 July – 05 August 2010 in a nutshell
Market and Economics – Highlights

30 July 2010

Structural reforms vital to achieve 7% economic growth rate
23 – 29 July 2010 in a nutshell
Market and Economics – Highlights

23 July 2010

Yellow metal shines on global ETFs
16 – 22 July 2010 in a nutshell
Market and Economics – Highlights

16 July 2010

BAT – a top performer … but FIFA World Cup steals the show
09 – 15 July 2010 in a nutshell
Market and Economics – Highlights

09 July 2010

SA banks – well-capitalised and unlikely to be affected by G20 proposals
02 – 08 July 2010 in a nutshell
Market and Economics – Highlights

02 July 2010

Redefine - punished by the market for reductions in distributions
25 June – 01 July 2010 in a nutshell
Market and Economics – Highlights

25 June 2010

Inflation reaches new low ... and 2010 growth forecast of 3.5% remains unchanged
18 – 24 June 2010 in a nutshell
Market and Economics – Highlights

18 June 2010

Vodacom roaring ahead... while MTN slides
11 – 17 June 2010 in a nutshell
Market and Economics – Highlights

11 June 2010

Despite panic over Eurozone woes… global recovery remains on track
04 – 10 June 2010 in a nutshell
Market and Economics – Highlights

04 June 2010

Small Caps – next year’s numbers looking too bullish
28 May - 03 June 2010 in a nutshell
Market and Economics – Highlights

28 May 2010

Property offers highest income yield... compared to money market
21 May - 27 May 2010 in a nutshell
Market and Economics – Highlights

21 May 2010

Gold – investors’ safe haven as Greek crisis sends stock markets tumbling
14 May - 20 May 2010 in a nutshell
Market and Economics – Highlights

14 May 2010

Capitec – a great company... but very expensive
07 May - 13 May 2010 in a nutshell
Market and Economics – Highlights

7 May 2010

Greece’s sovereign debt woes weigh heavily on global economy
30 April - 06 May 2010 in a nutshell
Market and Economics – Highlights

30 April 2010

Old Mutual on track to full recovery
23 April - 29 April 2010 in a nutshell
Market and Economics – Highlights

23 April 2010

Foreigners snap-up local retail shares
15 April - 22 April 2010 in a nutshell
Market and Economics – Highlights

16 April 2010

Commodities roaring ahead... but investors should be wary of associated risks
09 April - 15 April 2010 in a nutshell
Market and Economics – Highlights

09 April 2010

SA’s recovery surprising on the upside
02 April - 08 April 2010 in a nutshell
Market and Economics – Highlights

26 March 2010

Marcus’ surprise rate cut – a welcome relief for consumers
19 March - 25 March 2010 in a nutshell
Market and Economics – Highlights

19 March 2010

Listed Property performs strongly on positive consumer prospects
12 March - 18 March 2010 in a nutshell
Market and Economics – Highlights

12 March 2010

Industrial companies power ahead... electricity hikes are a major concern though
07 March - 11 March 2010 in a nutshell
Market and Economics – Highlights