Janforecast
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The document provides a quarterly forecast for 2013. It summarizes that GDP is expected to grow to 3.2% in 2013, up from 2.5% in 2012. Inflation is averaging 5.5% for the year and is dependent on the rand exchange rate, which is forecast to average R9.15/$ for the year. Interest rates are expected to remain unchanged in 2013, with any changes likely being an interest rate cut, and the earliest a rate hike could occur is mid-2014. The conclusion emphasizes the need to remain flexible and react to unexpected events.
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Goldamn report on India's economy in 2024ssuser7d2330
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In 2024, India's economy is expected to grow steadily at 6.3%, driven initially by government spending before the general elections, followed by a resurgence in private sector investment post-elections. Inflation is projected to remain above target at an average of 5.1%, with core inflation declining to 4.5%. The current account deficit is anticipated to rise to 1.9% of GDP due to higher oil prices and a slowdown in trading partners, but sufficient foreign portfolio inflows should help fund this deficit.Ad
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Janforecast
- 1. Pivot Points Quarterly Forecast Viv Govender
- 2. Contents 2012 2013 GDP Inflation and Rand Interest Rates Sector Pick Conclusion Table of Contents
- 3. 2012 - Strong Market Performance - We did better ( refer to fund fact sheet) - Even in strong market, those that pick correctly do better 03
- 4. 2013 -Issues solved Euro Crisis, China Slowdown, US Unemplyment -Maybe not 04
- 5. GDP - 3.2% for 2013, up from 2.5% for 2012 - Been lowering forecast however - Dependant on no Black Swan events - Consumer sector also in doubt 05
- 6. Inflation and Rand -Averaging 5.5% for year -Very dependant on Rand -Average Rand Value R9.15/$ for year -Current account pressures 06
- 7. Interest Rates -Expect no change for year -If there is a change it will be a cut -Earliest we can expect a rate hike is mid 2014 07
- 8. Sector Pick 08
- 9. Conclusion - Broad Overview - Still have to pick individual stocks and instruments - Must remain flexible. Just because we dont predict an event does not mean we shouldnt react to it 09
- 10. Thank you For more information: viv@vunaniprivateclients.co.za / 011 384 2925 or 084 585 0254
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