South African Telecom Services and Carriers Stock News

JSE:CPI
JSE:CPIBanks

Capitec Stock And 2 South African Bank Shares Facing Higher Interest Rates

South Africa’s inflation jump to 5.0% in June, driven mainly by higher fuel costs linked to the Iran war, is putting fresh pressure on local banking and financial stocks. With core inflation at 4.1% and a 25 basis point interest rate hike widely expected from the South African Reserve Bank, funding costs, loan demand, and credit risk are all back in focus. For investors looking at the Johannesburg Stock Exchange’s banking and financial sector, this article walks through 3 stocks from our...
JSE:SBK
JSE:SBKBanks

FirstRand Stock Has The Edge If South African Rates Stay Higher Longer

South Africa’s possible 25 basis point rate hike and CPI reading expected at 4.9% put interest rates and inflation firmly in the spotlight, and that can shift the ground under many JSE stocks. Higher borrowing costs, rising fuel prices and pressure on household budgets often help some companies while squeezing others. This article unpacks how that mix of higher rates and fragile growth could affect three stocks exposed to the news, with two that could benefit and one that may come under...
JSE:WHL
JSE:WHLMultiline Retail

South African Consumer Stocks Facing The Most Pressure From Inflation And Rates

South African inflation is sitting at 4.5% and the Reserve Bank is signalling that interest rates could move to around 4.7% in June, so the pressure on everyday consumers and service providers is building. For investors, that makes stock selection less forgiving. Some companies exposed to retail, food and domestic services may see budgets tighten, volumes soften or funding costs bite harder as higher rates and oil price shocks filter through. This article walks through 3 stocks from the...
JSE:SOL
JSE:SOLChemicals

Sasol Stock Stands Out As South Africa Fuel Prices Push Inflation Higher

South Africa’s inflation story is shifting again, with June CPI expected around 4.6% to 4.7% as fuel costs bite and petrol filters through to transport, food logistics and sentiment about where prices go next. At the same time, weak consumer spending makes it harder for many companies to pass on higher costs. That mix of rising fuel expenses, hesitant shoppers and potential interest rate moves can work in favour of some stocks and against others. This article breaks down three stocks exposed...
JSE:IMP
JSE:IMPMetals and Mining

South African Export Stocks That Could Benefit If US Tariffs Are Softened

New US tariff proposals targeting imports from countries linked to forced labour practices, including South Africa, could reshape the risk and reward profile of several export-focused JSE stocks. A 12.5% tariff on certain South African exports, together with the possibility of full or partial exemptions, creates a clear fork in the road for investors watching mining, agriculture, and manufacturing companies with US exposure. This article explains how that tariff debate relates to South...