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Events
Databanks
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Argentina databank Jun 13 -
Brazil Economics databank Jun 16
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Central America databank May 28
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Chile databank May 27
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China databank Mar 21
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Colombia databank Jun 5
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Dominican Republic databank May 21
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Ecuador databank May 23
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Gulf Countries databank Jun 13
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Hungary databank May 20
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India databank Jun 2
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Mexico databank May 12
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Panama databank May 13
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Peru databank Jun 12
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Philippines databank Jun 6
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Poland databank Apr 29
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Russia Economics databank Jun 16
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South Africa databank Jun 9
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Turkey databank Apr 24
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Ukraine databank May 12
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Venezuela databank Jun 4
NEWS FLASH
UPCOMING WEBINAR - INDIA’S ROLE IN A RECONFIGURED GLOBAL ECONOMY...
COUNTRY INSIGHTS
South Africa’s external position remains relatively sustainable
SOUTH AFRICA · Report · 17 Jun 2025
Data released by the South African Reserve Bank shows that, during the first quarter of 2025, the deficit of South Africa’s current account narrowed slightly, to R35.6 billion, down from R39.3 billion in the fourth quarter of 2024. As a percentage of GDP, the deficit held steady at 0.5% over both...
Agricultural gains prevent total economic stagnation in Q1-2025
SOUTH AFRICA · Report · 04 Jun 2025
Real quarterly GDP increased marginally by 0.1% in the first quarter of 2025. This followed an expansion of 0.4% q/q during the fourth quarter of 2024 and a contraction of 0.3% q/q in the third quarter of 2024. The latest GDP print showcases that the South African economy indeed started the year ...
South Africa confronts fiscal strain and global uncertainty in early 2025
SOUTH AFRICA · Forecast · 22 May 2025
• South African growth: Continuing from 2023’s muted growth, the South African economy recorded another lackluster growth rate in 2024. The annual growth also came in lower than the Treasury forecast of 1.3% at the beginning of the year. The insipid growth was registered despite a marked improvem...
South Africa’s Budget 2025 uncertainty continues
SOUTH AFRICA · Report · 30 Apr 2025
The turbulence surrounding South Africa’s 2025 Budget has shown no signs of easing. Initially postponed from its traditional February slot to March 12—marking an unprecedented delay—the Budget has continued to face intense political debate, particularly over the proposed value-added tax (VAT) inc...
SA’s political economy erupts: The politics of Fiscal Framework 2025 rattle the Government of National Unity, and President Trump piles on tariffs and turmoil
SOUTH AFRICA · Report · 04 Apr 2025
April 3, 2025 may turn out to be a memorable day in SA’s annual calendar in 2025. On the one hand, the domestic tensions within the Government of National Unity (GNU) erupted into the open. This has been building since February 19, when the scheduled Budget Speech 2025 had to be postponed due to...
An expected pause in interest rate cuts by the SA Reserve Bank
SOUTH AFRICA · Report · 21 Mar 2025
The South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) announced that it is leaving the benchmark interest rate unchanged following three consecutive cuts. We had largely expected this decision as we noted following the January decision. The repurchase (repo) rate, hence, remains...
South Africa’s Budget 2025 finally presented after a GNU stalemate—yet it remains contested
SOUTH AFRICA · Report · 13 Mar 2025
Finance Minister Enoch Godongwana delivered Budget 2025 yesterday, which was also the first budget under the relatively new Government of National Unity (GNU). The significant shift in South Africa’s political administration has been most evident in the events leading up to this year’s budget ann...
South Africa’s current account deficit eases as trade surplus grows in 2024
SOUTH AFRICA · Report · 06 Mar 2025
Data released by the South African Reserve Bank indicates that the deficit on South Africa’s current account narrowed from R55.6 billion in the third quarter to R31.6 billion in the fourth quarter of 2024. As a ratio of GDP, the current account thus narrowed to a deficit of 0.4% in the fourth qua...
South Africa’s economy posts modest 0.6% growth—both quarterly and annually
SOUTH AFRICA · Report · 04 Mar 2025
Real GDP figures released by Statistics South Africa (Stats SA) indicate that South Africa’s economy expanded by 0.6% q/q in the final quarter of 2024, following a contraction of 0.1% q/q during the third quarter. The positive growth in fourth quarter real GDP came largely on the back of the rebo...
South Africa’s economic potential improves, but emerging headwinds amid new geopolitical dynamics could pose a risk
SOUTH AFRICA · Forecast · 19 Feb 2025
• Bonds: The South African bond market in 2024 was marked by heightened volatility, reflecting both domestic economic conditions and global financial pressures. As such, the year saw substantial fluctuations in net bond purchases. Yet, the successful formation of the Government of National Unity ...
President Ramaphosa delivers the first State of the Nation Address under the new Government of National Unity
SOUTH AFRICA · Report · 10 Feb 2025
President Cyril Ramaphosa delivered the 2025 State of the Nation Address on February 6, marking his first address as the leader of the Government of National Unity. During his speech, he outlined several key initiatives and developments across various sectors of South Africa's socio-economic land...
The South African Reserve Bank’s third consecutive rate cut amid rising uncertainties
SOUTH AFRICA · Report · 30 Jan 2025
Having convened for its first 2025 meeting this week, the South African Reserve Bank’s Monetary Policy Committee (MPC) announced its interest rate decision today. In line with market expectations, the MPC voted to reduce the benchmark interest rate by 25 basis points to 7.5%. This marks the third...
The ANC’s January 8th statement post-2024 elections and coalition governance
SOUTH AFRICA · Report · 13 Jan 2025
President Cyril Ramaphosa delivered the African National Congress's (ANC) January 8th Statement this past weekend, marking the party's 113th anniversary. This address came in the wake of the 2024 general elections, where the ANC, for the first time since 1994, failed to secure an outright majorit...
South Africa’s current account remains broadly unchanged in Q3-2024
SOUTH AFRICA · Report · 05 Dec 2024
Current account data released by the South African Reserve Bank (SARB) today indicates that, in the third quarter of 2024, the deficit on South Africa’s current account narrowed from R75.3 billion in the second quarter to R70.8 billion. Relative to GDP, however, the current account deficit remain...
SA GDP contracts: Stable electricity supply boosts energy-intensive mining and manufacturing in Q3 2024, while agriculture drags growth lower
SOUTH AFRICA · Report · 03 Dec 2024
In contrast to the general expectations of modest growth, the South African economy contracted by 0.3% q/q during the third quarter of 2024, following an expansion of 0.3% q/q in the second quarter. Despite a marked improvement in electricity supply, South Africa’s economy remains under pressure,...