Terebinth Capital

Emerging market (EM) portfolio inflows continue to recover, supported by a "Goldilocks" environment amid a shift in the Federal Reserve's policy stance. South African equities have benefited from improving risk appetite, recording a 24% increase year-to-date...

The South African Reserve Bank (SARB) has, under the leadership of Governor Kganyago, significantly enhanced its inflation-targeting credibility over the past decade. With the adoption of an implicit point target of 4.5% in 2017, inflation moderated from...