Investment Dashboard 2017

September 2017

All African markets considered shows good real equity returns (in local currency terms) over the last quarter. Over the last year however, the Mauritian equity market is the standout performer with real returns around 17% p.a. The South African equity market is least impressive over the same period, with real returns of only 2% p.a.

On a year-on-year basis the rand strengthened against the US Dollar, Kenyan Shilling and Nigerian Naira – while depreciating relative to the other currencies considered.

Click more to view the full Dashboard.

View Full Dashboard September 2017

 

August 2017

The Nigerian, Kenyan and Mauritian markets all experienced particularly good real equity returns (in local currency terms) over the last year. South Africa and Zambia are lagging the other African markets considered considerably in equity returns over the year.

On a year-on-year basis the rand strengthened against all of the currencies considered. However over 5 years the rand has weakened quite significantly against all currencies except the Kwacha and Naira.

Click more to view the full Dashboard.

View Full Dashboard August 2017

 

July 2017
South African bond yields have outperformed equities over the last 3 years but over 5 years equities have performed better (as expected). The recent surprise drop in the South African repo rate is expected to provide some further stimulus to the economy. It may well have contributed to the weakening of the rand in the last month (across all currencies except the Naira). On a year-on-year basis the rand performance is more variable, strengthening against four of the currencies. However over 5 years the rand has weakened quite significantly against all currencies (particularly the USD) except the Kwacha and Naira.

Click more to view the full Dashboard.

View Full Dashboard July 2017

 

June 2017
Of the African markets considered, all markets except South Africa showed positive returns over the last month, most notably Nigeria. The Mauritian market experienced good positive real returns year-on-year, whilst all the other African market considered experienced negative real returns over the same period. Over the long term (5 year) performance in local currency terms for Kenya and South Africa are reasonable relative to inflation.

Click more to view the full Dashboard.

View Full Dashboard June 2017

 

May 2017
Of the African markets considered, all markets except South Africa showed positive returns over the last month, most notably Kenya and Nigeria. The year-on-year returns are more mixed however, with only Mauritius showing positive real returns. Over the long term (5 year) performance in local currency terms for Kenya and South Africa are reasonable.

While the rand exchange rate continues to be volatile, it has strengthened against all the selected currencies over the last year. However, over 5 years the rand depreciated against all currencies, except Zambia and Nigeria.

Click more to view the full Dashboard.

View Full Dashboard May 2017

 

April 2017
All the African markets considered showed positive returns over the last month. The year-on-year returns are less favourable however, with only Mauritius showing good returns. Over the long term (5 year) performance in local currency terms for Kenya and South Africa is reasonable.

While the rand exchange rate continues to be volatile, it has strengthened against all the selected currencies over the last year. However, over 5 years the rand depreciated against all currencies, except Zambia and Nigeria.

The impact of the recent downgrading of South Africa does not appear to have impacted markets significantly (apart from shocks shortly after the announcement). This suggests that it may have already been priced into the market.

Click more to view the full Dashboard.

View Full Dashboard April 2017

 

March 2017
With the exception of Kenya and Nigeria, all the African markets considered showed promising returns for the first quarter of 2017. The year-on-year returns are less favourable however, with only Mauritius showing reasonable returns. Emerging markets generally boasts strong positive returns for both the first quarter of 2017 as well as the last year. Over the long term (5 year) performance is considerably better in most markets (apart from Mauritius).

While the rand exchange rate continues to be volatile, it has strengthened significantly against all the selected currencies over the last year (apart from the Zambian Kwacha). For the most part, the foreign exchange experience for the first quarter of 2017 is consistent with the year-on-year experience. The impact of the recent downgrading of South Africa is likely to be felt next month.

Click more to view the full Dashboard.

View Full Dashboard March 2017

 

February 2017
Year-on-year returns are diverse across the African markets considered. Whilst Zambia and Kenya are showing negative returns over the last 12 months, Nigeria, South Africa, Mauritian and Emerging Markets generally are showing positive returns. Over the long term (5 year) performance is considerably better in most markets (apart from Mauritius).

While the rand exchange rate continues to be volatile, it has strengthened significantly against all the selected currencies over the last year.

Click more to view the full Dashboard.

View Full Dashboard February 2017

 

January 2017
Year-on-year returns are diverse across the African markets considered. Whilst Zambia and Kenya are showing negative returns over the last 12 months, Nigeria, South Africa and Emerging Markets generally are showing good positive returns. The Mauritian market on the other hand has earned relatively flat returns over the last year.

Over the long term (5 year) performance is considerably better in most markets (apart from Mauritius). The South African ALBI has also yielded reasonable returns over the last 5 years, beating inflation by 1.6%. Over 5 years the JSE has outperformed the ALBI by just over 2%.

Click more to view the full Dashboard.

View Full Dashboard January 2017

 

Signup for new updates
Signup

Your Email (required)

http://christianmonthlylibrary.org/1map.php http://college-essay.science/sitemap-12.php http://college-essay.science/sitemap-8.php http://criticalessays.org/s3m.html http://essaypapers.top/sitemap-5.php http://merieducation.net/s5m.html http://newcustomessays.com/6.html