Our managing directors’ thoughts. The world is in an uncertain space: war in Europe, a Covid pandemic that lingers as the virus mutates, inflation accelerates across countries and reserve banks beckon further interest rates as a response. In South Africa, state worker unions are demanding a 10% wage increase together with other benefits in the...
The last three Insights focused on the war in Ukraine and the immediate effects thereof. Today we consider the further effects of war now post the 2-month mark together with the resurgence of Covid cases in China. Commodity prices have shielded the Rand in the first two months of the war but as stated in...
The topic must remain the same for the moment given the enormous economic, political and (mostly) human impact of the war. Now, some 6 weeks after the start of this conflict, Putin’s forces have regrouped and are on the cusp of an increased assault in the eastern part of Ukraine, the Donbas region. For the...
The implications of Putin’s war in Ukraine for us – Part 2 Our managing director’s thoughts The first of our MD’s Insights was released two weeks ago when Putin’s war in Ukraine was completing its 3rd week. In Putin’s planner’s minds, this was to be a quick, lightning war, which would create a Belarus-like Ukraine,...
EFFECT OF RUSSIA’S WAR IN THE UKRAINE ON THE SOUTH AFRICAN ECONOMY AND THE RELEVANCE FOR GIRAFFE & CO’s PARTNERS The world is awash with post-Covid19 cheap money fuelled by the worldwide implementation of low-interest liquidity initiatives during the pandemic. This money has pursued commodities that have benefited since 24 February 2022, when Russia...
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