Aluma Capital

03/06/2026

An unforgettable match day with the DHL Stormers.

From the atmosphere in the stadium to the moments shared with great people, every second was one to remember. Proud to create experiences that bring people together.

Thank you to everyone who joined us!

01/06/2026

The Aluma News Wrap: 01 June Edition

28/05/2026

Pieter van den Berg het op Die GROOT Ontbyt gesels oor hoekom tradisionele spaargeld nie meer genoeg is om werklike inflasie te klop nie.

In hierdie gesprek deel hy vinnige insette oor hoe alternatiewe beleggings werk, die gevaar van weggesteekte kostes, en hoekom ’n unieke, buigsame plan noodsaaklik is vir langtermyn groei.

Kyk die volledige video hier:

Pieter van den Berg, Senior Adviseur van Aluma Capital, kuier vanoggend op die geel bank om oor konservatiewe en alternatiewe beleggings te gesels. ...

21/05/2026

Next week’s SARB Monetary Policy Committee meeting is shaping up to be one of the most critical in recent memory.

Chief Economist Frederick Mitchell at Aluma Capital recently shared his insights with the Independent on Saturday on the complex monetary policy dilemma currently facing South Africa.

Read more:

As the SARB's decision approaches, the nation's economic stewards continue to walk a tightrope, where the stakes could not be higher for businesses, households, and the broader market. What will this pivotal decision mean for the future of South African economics?

19/05/2026

Next week’s SARB decision could define South Africa’s economic trajectory: facing an external oil shock and runaway electricity tariffs that threaten to push April inflation past the central bank’s 4.0% ceiling, policymakers must weigh a technical inflation breach against a staggering surge in unemployment and collapsing investment, a choice between credibility and survival.

With joblessness spiking and GDP growth stagnant, aggressive rate hikes would risk choking off the private investment the country urgently needs, while inaction could dent the new inflation-targeting framework.

Read the full report for a detailed breakdown of the shocks driving this dilemma, the likely “hold” outcome from the May 28 MPC meeting, and what it means for businesses, households, and markets.

Read more here: https://aluma.co.za/2026/05/18/the-sarbs-high-stakes-tightrope-balancing-an-inflation-breach-against-a-jobless-crisis/

14/05/2026

Investing is personal.

12/05/2026

South Africa’s Constitutional Court has reopened the Phala Phala impeachment process, creating renewed political uncertainty around President Cyril Ramaphosa and the GNU.

While markets remain stable for now, concerns include weaker investor confidence, delayed reforms, and pressure on the Rand if political tensions escalate. At the same time, the ruling reinforces the strength of South Africa’s democratic institutions, showing that the Constitution and judiciary remain strong checks on political power.

Read more here:

The South African political landscape has been shaken by a landmark Constitutional Court ruling that effectively reopens the Phala Phala impeachment inquiry. For investors, business leaders, and “SA Inc” observers, the decision creates a delicate balancing act: on one hand, it reinforces the str...

10/05/2026

Celebrating the mothers who invest in us, everyday. ❤️

07/05/2026

In an economic climate peppered with soaring fuel prices, the South African Reserve Bank (SARB) faces a critical decision as its upcoming interest rate announcement on May 28, 2026, approaches.

Despite the pressure to hike rates amidst rising prices, there’s a strong argument for holding steady. With inflation anchored at a stable 3.1%, SARB’s cautious strategy addresses the recent fuel hikes as a supply-side shock influenced by external factors, rather than internal economic overheating. Burgeoning consumer and business costs make further restrictions risky, as raising interest rates now could stifle consumer spending and business expansions, thereby curtailing growth and threatening employment.

Encouragingly, a dip in global oil prices suggests the recent surge might not be the new norm, allowing SARB to potentially maintain its rates, instilling economic stability and providing South Africa the necessary space to adapt. This approach reflects both a strategic restraint and a nod to future growth, urging stakeholders to focus on long-term stability amidst short-term disruptions.

Read more here:

As South Africans wake up to a significant jump in fuel prices this week, all eyes have turned toward the South African Reserve Bank (SARB) and its upcoming interest rate decision on the 28th of May 2026. While the instinct for many central banks is to hike rates when prices climb, there is a growin...