Nicholas Weekly Note - 19 January 2026 Download Weekly Note - 19 January 2026 Local Market Update: South African markets reflected a mix of improving fundamentals and lingering political risk. Eskom struck a more constructive tone heading ... Jan 19, 2026 i² Newsletters
Nicholas Weekly Note - 12 January 2026 Download Weekly Note - 12 January 2026 Local Market Update: South African headlines last week reflected softer macro conditions and elevated political risk. The SP Global PMI slipped to 47.7 in Decemb... Jan 12, 2026 i² Newsletters
Nicholas Weekly Note - 05 January 2026 Download Weekly Note - 05 January 2025 Local Market Update: Investor sentiment in South Africa was moderately constructive as local equities edged higher in subdued holiday trading. Focus remains dire... Jan 7, 2026 i² Newsletters
Nicholas Weekly Note - 08 December 2025 Download Weekly Note - 08 December 2025 Local Market Update: South Africa’s macro backdrop showed mixed signals, with November foreign reserves rising to $70 billion and the Q3 current account deficit... Dec 8, 2025 i² Newsletters
Nicholas Weekly Note - 01 December 2025 Download Weekly Note - 01 December 2025 Local Market Update: South African newsflow remained modest, with markets reacting mainly to global developments. The SARB’s Financial Stability Review reaffirm... Dec 1, 2025 i² Newsletters
Nicholas Weekly Note - 24 November 2025 Download Weekly Note - 24 November 2025 Local Market Update: South Africa’s macro narrative strengthened as SP Global delivered the country’s first sovereign upgrade in two decades, citing improving f... Nov 24, 2025 i² Newsletters
Nicholas Weekly Note - 17 November 2025 Download Weekly Note - 17 November 2025 Local Market Update: South African markets focused on the Mid-Year Budget Review, where Treasury lowered the inflation-targeting band to 3% ±1 percentage point,... Nov 24, 2025 i² Newsletters
Nicholas Weekly Note - 10 November 2025 Download Weekly Note - 10 November 2025 Local Market Update: South African markets were subdued through the week as weak manufacturing and softer commodity prices weighed on sentiment. The Absa PMI sl... Nov 24, 2025 i² Newsletters
Nicholas Weekly Note - 03 November 2025 Download Weekly Note - 03 November 2025 Local Market Update: South African markets were steady as investor optimism followed the country’s removal from the FATF grey list. The rand traded in a narrow ... Nov 24, 2025 i² Newsletters
Nicholas Weekly Note - 27 October 2025 Download Weekly Note - 27 October 2025 Local Market Update: South Africa’s equity and economic landscape was broadly resilient last week. Clicks Group reported a 14% rise in annual profit, driven by s... Nov 24, 2025 i² Newsletters
Nicholas Weekly Note - 20 October 2025 Download Weekly Note - 20 October 2025 Local Market Update: Last week, South Africa’s economy showed cautious optimism as the IMF revised 2025 GDP growth to 3.2%, supported by stronger commodity expor... Oct 20, 2025 i² Newsletters
Nicholas Weekly Note - 13 October 2025 Download Weekly Note - 13 October 2025 Local Market Update: South Africa saw continued focus on structural investment and fiscal stability. The EU committed €11.5 billion to energy and transport proje... Oct 13, 2025 i² Newsletters
