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September 2022

Allianz Economic Outlook: Africa’s Commodity Exporters In a Better Position

 30 September 2022 – Commodity exporting countries have a more positive outlook, helped by better terms of trade prospects, the latest forecasts provided by Allianz Trade, which operates through the Allianz Global Corporate & Specialty license in South Africa. GDP forecast for 2023 is as follows: Africa (2.7% from 3.2% in 2022), South Africa (1.5% […]

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Is China About To Become A Source Of Global Inflation And What This Means For SA

27 September 2022 – The recent period of red-hot goods inflation has snapped decades of disinflationary pressure since China emerged as a low-cost manufacturer. The nature of the recovery from the Covid-19 pandemic has of course contributed to rampant goods inflation, given that lockdowns skewed demand into the goods sector and interrupted supply chains. Goods

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South Africa’s Farm Exports Are An Economic Lifeline, With Weak Spots

26 September 2022 – International trade has been at the core of South Africa’s agricultural progress since the early 2000s. Since 1994, the country has excelled in opening up new markets, as evidenced by several free trade agreements with critical regional and international markets. The country exports roughly half of its produce in value terms. The top exportable products are

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Shipping: Liners Swimming In Money But Supply Chains Sinking

22 September 2022 – The global container shipping sector is heading for another record year as freight rates remain well above their pre-pandemic levels. But all the extra cash won’t increase shipping capacity. 2022 will be a record year for container shipping companies. We expect the sector’s revenue to jump by +19% y/y and its operating cash flow to grow

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