Author name: Abdu-raof Hanslo

The Great JSE Divergence: Navigating the Recovery Gap in a Post-Iran War Market

News Article /

Since the first military strikes on February 28, 2026, the Johannesburg Stock Exchange hasn’t just been “volatile”—it’s been a battlefield. In three short weeks, the ALSI dropped over 14%, marking our worst decline in twenty years. But by May, as we moved into this cycle of shaky truces, the market split in two. We’re seeing […]

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The Inflationary Impact of Rising Petrol Prices in South Africa

News Article, Weekly Market Share Update /

Introduction South Africa is currently experiencing one of the most significant fuel price shocks in recent years. In April 2026, petrol prices increased by approximately R3.06 per litre, while diesel rose by over R7.50 per litre. Projections for May 2026 indicate further increases of between R3.25 and R3.63 per litre for petrol, with some forecasts

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From Chokepoint to Toll Gate: How Hormuz Could Reshape Oil Costs for South Africa

News Article /

The reopening of the Strait of Hormuz would ordinarily signal relief for global oil markets. As one of the world’s most critical energy corridors through which an estimated 20–21 million barrels of oil per day (roughly 20% of global consumption) passes, any restoration of flow is typically welcomed by import-dependent economies. However, in the current

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The Economic Impact of Rising Petrol Prices in South Africa and Potential Price Ceilings

News Article /

South Africans are once again preparing for an increase in fuel costs, as volatility in global oil markets and the depreciation of the rand exert upward pressure on petrol prices. The implications of such increases extend well beyond the fuel pump, affecting nearly every sector of the economy. A Chain Reaction Across the Economy An

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Preparing for an International Economic Crisis: Who Is to Blame?

News Article /

To assign responsibility to any individual or state, it is first necessary to understand the sequence of events that have unfolded in the Middle East over recent weeks, as well as the deeper geopolitical tensions that have been building over decades. On 28 February 2026, a joint military operation involving Israel and the United States

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Camissa insights Q4 | 2025

News Article /

Global economic activity has slowed due to increased US tariffs and persistent uncertainty surrounding a US foreign-policy stance that has shifted from broadly chaotic and aggressive to persistently disruptive. Financial conditions, which tightened meaningfully in the immediate aftermath of the April US tariff announcements, have since loosened, driven by a sharp rise in asset prices

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Camissa insights Q3 | 2025

News Article /

Global economic activity is slowing due to increased US tariffs and uncertainty surrounding generally chaotic and aggressive US foreign policy. Financial conditions, which tightened meaningfully in the immediate aftermath of the April US tariff announcements, have moderated due to a sharp rise in asset prices. Erratic US government policy continues to result in subdued consumer

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Camissa insights Q2 | 2025

News Article /

Global economic activity is slowing due to increased US tariffs and uncertainty surrounding generally chaotic and aggressive US foreign policy. Financial conditions, which tightened meaningfully in the immediate aftermath of the April US tariff announcements, have moderated due to a sharp rise in asset prices. Erratic US government policy has negatively impacted consumer sentiment, consumption,

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How does the ‘Trump Tariffs’ affect South Africa, and what are the economic impacts?

News Article /

How U.S. Tariffs Are Impacting South Africa’s Economy The U.S. recently slapped a 30% tariff on South African exports, and it’s causing some real headaches for the country’s economy. One of the biggest sectors feeling the heat is the automotive industry, which sends over $2 billion worth of cars and parts to the U.S. every

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