Monday, 2 June 2014

A Tale of Two Economy's

There was much hype surrounding the JSE All Share Index last month as the index soared passed 50 000 for the first time ever marking a new high in a bull market, which doesn’t seem to lose momentum. If there’s one was thing I had learned about numbers it is that they can exhibit distortion and in this case there is no exception.   


The JSE All Share Index - is a representation of all the shares listed on the Johannesburg Securities Exchange weight-based on their market capitalisation. The larger the company the more the daily movements count towards the points gained or lost in a given day.  



This is a monthly chart taken over 18 years and a quick glance one could say that the index has done incredibly well in those years. From 1999 the South African share market has seen a massive uptrend in place with the index now 8.3 times higher.

The first point I’d like to highlight on the chart is the massive rally up until the red arrow. Why the red arrow?  Rallies such as these are usually characterised by a catalyst which aid the market to surge to new heights. South Africa’s catalyst was radical policy changes which central focus became the poor.  

To break it down, the new government was tasked with reforming policy and for the first five years we can see a slow and directionless market as the economy began its transformation. Once the foundational pillars were in place the construction phase would take precedent and we see, as a government was taken under the curatorship of Mr Thabo Mbeki, the economy was rapidly growing. This phenomenal growth lasted for almost 10 years under his tenure but was abruptly stopped in its tracks with the Financial Crisis which was a worldwide issue.    

On the chart below is the South African GDP Growth Rate; which may help us explain why JSE All Share Index saw the massive Bull Run. The co-relation between the two graphs is quite close. There was a large pool of poor people in South Africa and with the central focus now shifted towards them what we saw was an emergence of a new middle class which now had money to spend on purchasing: houses, cars, furniture and more for the first time. This in turn spurred business to grow at exponential rates. Some of these businesses are listed on the JSE and benefitted substantially from this.  

   We can see that the JSE All Share Index and the GDP Growth Rate followed each other quite closely up to the point of 2008 with the dawn of the Financial Crisis which was mentioned in the previous paragraph.  The green line of the chart above shows clearly the momentous growth path South Africa had embarked on. Developed nation such as United States or Japan can only wish to see growth rate such as these.

The period between 2008-2012 is an interesting one; both charts once again track along the same path as governments around the world pursue a goal of bringing the world economy back to normality.  Again we see a close relation between the two charts up until the beginning of 2012.

The analysis thus far would suggest that the ANC government had been very successful in diminishing the plight of poverty and bringing wealth to those who previously had no access to it. It can also be said that due to the financial crisis which had created turmoil worldwide, their plans had to be placed on hold. We can also conclude that if South Africa sees economic growth it can be implied the mechanism of transformation is working well.  

However herein lays the distortion, from the beginning of 2012 till present we see a divergence between the two charts. The All Share Index has once again surged ahead but the growth rate has been decreasing. This would suggest that in the last 2 years the economy and stock exchange have not moved in tandem as they have previously. But how can this be?

In today’s world we have seen a transformative move towards globalisation.  This has led many of the top JSE companies begin to diverse their assets to other countries besides South Africa. The Top 5 companies currently earn more in foreign currency than they do in Rands. These same shares make up a large portion of the index.  The distortion comes in here, if the Rand begins to weaken these shares will increase as their earnings will be much larger in Rand terms. 

However this is not the point I wish to make. This divergence would suggest that a trend is beginning to emerge where local companies are increasingly investing outside South African borders and no longer investing in the domestic story. Thus it can be said that the All Share Index is not a true reflection of the condition of the South African economy.

From a technical perspective on the GDP Growth Rate we see a descending triangle forming and should a downward movement occur we could possibly see a recession begin. Probabilities are likely that we will see that in the next 3-6 months.

This paints a very disturbing picture for South Africa going forward. Some would say there have been a serious mismanagement of the economy and a lack of urgency to solve the problem. Others argue that government haven’t backed business enough for it to feel comfortable investing in the South Africa story, opting instead to go in the direction of China and Africa.

The disappointing part is that South Africa still has large pools of poor people, people which hold potential value creating benefits for the economy yet without a proper co-operation between labour, business and government, the biggest losers turn out to be the poor. This would contradict the stance in which the ANC stand for. 

If you would like to contact me you can through my email at cadetrader@gmail.com or if you wish to follow me on twitter and get the latest updates of news, interesting commentary and general trends in the market, my twitter handle is @CadeTradeR if you follow this link it’ll take you directly to my twitter timeline: https://twitter.com/CadeTradeR

No comments :

Post a Comment