A 60% chance of Cabinet reshuffle - economist

2017-03-11 12:45

A Cabinet reshuffle is imminent and it will have a negative impact on markets and the rand, warns emerging markets economist Peter Attard Montalto.

Outlook 2017: SA growth weak, but stronger than 2016

2016-12-30 12:01

SA asset prices should perform "ok", but mainly because there are more negative peers to compare to, says emerging markets economist Peter Attard Montalto.

Third quarter of 2016 will be weaker than Q2 - economist

2016-10-03 06:32

The third quarter will be weaker than the second quarter on numerous indicators including growth and external balances, says an emerging markets economist.

Zuma likely to embark on containment strategy - economist

2016-09-02 22:00

A “containment strategy” from President Jacob Zuma and his supporters is a likely scenario in the coming weeks, says emerging markets economist Peter Attard Montalto.

March headline inflation likely to drop - economist

2016-04-15 17:29

Headline inflation of 6.5% is forecast for March - down from 7% in February, says emerging markets economist Peter Attard Montalto of Nomura.

Sarb likely to pause, then hike again - economist

2016-03-18 17:51

The SA Reserve Bank may very well "pause" at the next MPC meeting in May, but then increase the interest rate by 50 basis points in July, says an economist.

Brace for another rate hike, economists warn

2016-03-11 13:28

The Reserve Bank is set to hike rates, say two prominent economists who believe a 25 basis-point interest rate increase will likely be announced next week.

Something is stirring within the ANC

2016-02-29 06:56

The market is significantly underestimating the conflict stirring within the ANC, says Nomura economist Peter Attard Montalto.

Watch out for possible Zuma exit in 2016 - economist

2015-12-29 13:40

Emerging markets economist Peter Attard Montalto forecasts a tough year for the SA economy in 2016, with a presidential recall a possibility.

ANC says nothing to save SA from junk status - economist

2015-12-15 14:32

The ANC's National Working Committee has given no recognition of the damage done from the flip-flopping of finance ministers in the past few days, says economist Peter Attard Montalto.


Four key signs to watch for in Budget 2017

2017-02-16 06:01

There are four key political areas to watch in the upcoming National Budget speech of 2017, says an emerging markets economist.

Sarb could hike rates in first half of 2017 - economist

2016-11-25 09:34

The Reserve Bank may have kept the interest rate unchanged for now but there's a meaningful chance it could go up in the first half of 2017, says an economist.

Sarb rates call: The devil will be in the detail

2016-09-20 20:14

There are likely to be no interest rate cuts by the SA Reserve Bank until the end of 2018, explains an emerging markets economist.

Local elections crucial for SA, investors - economist

2016-07-28 21:00

The August 3 local elections are crucial for South Africa and the risk narrative for investors, warns Peter Attard Montalto of Nomura.

Gordhan's finance job safe after Hawks answers - analyst

2016-03-30 18:00

Finance Minister Pravin Gordhan's job should not be in jeopardy after answering the questions sent by the Hawks, says political analyst Daniel Silke.

Behind the Gordhan/Hawks battle

2016-03-16 07:52

The political story continues unfolding with both sides digging in. Next steps are likely to be legal and messy, says Nomura's Peter Attard Montalto.

Uncertainty rules in SA, says Nomura economist

2016-03-08 07:19

Layers of politics, capacity constraint, a lack of urgency and distractions and mistakes all hold South Africa back from higher potential growth, says an economist.

SA's negative 'story' could bring R19/$ - expert

2016-01-08 17:44

The key factor regarding the rand is its "negative narrative", causing it to underperform against its peers, according to an emerging market economist.

2016: Eight risky events to watch in SA

2015-12-28 21:30

The year 2016 is primed for economic factors that will drag growth lower still, with rate hikes and raised political risks, says economist Peter Attard Montalto.

Nene removal may lead to January rate hikes

2015-12-10 11:51

The finance minister's dismissal shows the ANC's disregard for market considerations and a 50- or even 100 basis-point rate hike may soon follow, says an analyst.

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