December 2020 The South African equity market rebounded with positive real – returns from COVID-19 losses experienced in the first quarter of 2020.The Rand ended the year stronger, gaining against all currencies considered over the final quarter of 2020 and Read more…
November 2020 With the exception of Zambia and Ghana, all other African Markets considered experienced positive real returns over the last month in local currency terms. The world and the emerging market indices show an uptick over the month likely Read more…
October 2020 The JSE has initially recovered from lows in March but performed poorly over the quarter. The South African bond market continues to outperform the equity market at all durations considered. The Rand strengthened against all currencies considered in Read more…
September 2020 The South African bond market is outperforming the JSE at all durations considered over a period where no Repo Rate movements were reported by the Treasury. All African markets considered (including the JSE) performed poorly over the last Read more…
August 2020 The performance of the JSE remains relatively flat over the longer term and is negative if one allows for inflation and currency depreciation. Headline inflation is starting to increase for most countries considered. The Rand strengthened against most Read more…
Insurance companies are finding it ever more difficult to meet shareholder’s expectations of profits and return on capital and choosing on which business initiatives to focus on. QED has developed a toolbox of instruments to increase profitability and decrease the Read more…
July 2020 The JSE continues to rebound from its low in March with another month of positive real returns in local currency terms. Inflation is relatively subdued for most countries due to reduced consumer demand as a result of lockdown. Read more…
The COVID-19 monitoring report produced by QED and Ecklers contains comprehensive statistics on the ongoing pandemic, covering reported infection, mortality and testing rates, excess mortality and age specific profiles of the pandemic. Click here for the report incorporates publicly available data Read more…
June 2020 Following the poor returns over the first quarter of 2020, the South African equity market rebounded over quarter two. Most of the African markets considered have also shown some recovery (apart from Ghana and Zambia). Reduced demand across Read more…
In this month’s note, we discuss two applications of data science techniques that have been applied to understand the masses of COVID19 data that has been collected since March 2020. The first application shows how a data-driven summary of the Read more…