Nicholas Weekly Note - 06 October 2025 Download Weekly Note - 06 October 2025 Local Market Update: South Africa’s PMI edged up to 50.2, marking a fifth straight month of expansion, albeit marginal. Export demand saw a modest recovery, driv... Oct 6, 2025
Nicholas Weekly Note - 29 September 2025 Local Market Update: South Africa faces persistent inflationary pressures and a challenging labor market with high unemployment, complicating monetary policy decisions. The mining sector and commodity... Oct 6, 2025
Nicholas Weekly Note - 22 September 2025 Download Weekly Note - 22 September 2025 Local Market Update: South Africa faces persistent inflationary pressures and a challenging labor market with high unemployment, complicating monetary policy d... Sep 22, 2025
Nicholas Weekly Note - 15 September 2025 Download Weekly Note - 15 September 2025 Local Market Update: South African markets closed higher on Friday, with the Top 40 up 0.53% to 97,036.6 and the All Share rising 0.51% to 104,458.4. Investors... Sep 17, 2025
Nicholas Weekly Note - 08 September 2025 Download Weekly Note - 08 September 2025 Local Market Update: ArcelorMittal South Africa’s potential retrenchment of over 4,000 workers signals deep structural pressures in the country’s industrial se... Sep 8, 2025
Nicholas Weekly Note - 01 September 2025 Download Weekly Note - 01 September 2025 Local Market Update: South African equities were broadly flat last week. Domestic data showed slowing M3 money supply growth at 6.75% alongside accelerating cr... Sep 1, 2025
Nicholas Weekly Note - 25 August 2025 Download Weekly Note - 25 August 2025 Local Market Update: South African markets were dominated by government reforms and mining sector updates. The state announced plans to allow private operators on... Aug 27, 2025
Nicholas Weekly Note - 18 August 2025 Download Weekly Note - 18 August 2025 Local Market Update: The Johannesburg Stock Exchange (JSE) experienced modest fluctuations, with the Top 40 Index declining by 0.07% and the All Share Index falli... Aug 18, 2025
Nicholas Weekly Note - 11 August 2025 Download Weekly Note - 11 August 2025 Local Market Update: South African markets remained volatile as the country absorbed the full impact of the US’s 30% tariff on key exports, including wine, citrus... Aug 11, 2025
Nicholas Weekly Note - 04 August 2025 Download Weekly Note - 04 August 2025 Local Market Update: South Africa faced renewed pressure last week as fresh U.S. import tariffs raised concerns over trade disruption and inflationary pressures. ... Aug 4, 2025
Nicholas 3rd Quarter 2025 House View Download 3rd Quarter 2025 House View... Aug 1, 2025 Hewett Wealth House View
Nicholas Weekly Note - 28 July 2025 Download Weekly Note - 28 July 2025 Local Market Update: Political stability returned midweek when Parliament passed the Appropriation Bill on 23 July, ending a prolonged coalition impasse. This paved... Jul 28, 2025
