RESEARCHINVEST
Independent Research Platform
We do not provide financial advice or sell any products. This is a purely educational initiative.
Understanding Investment Research in South Africa
ResearchInvest is an independent educational platform dedicated to exploring investment concepts, market analysis, and economic trends relevant to South African investors and researchers.
150+
In-depth articles published
12+
Years covering SA markets
100%
Independent & educational
Market Reports
Economic Analysis
Investor Education
RESEARCHINVEST
Independent Investment Research for South Africa
We provide objective, evidence-based analysis of South African financial markets, asset classes, and macroeconomic developments.
Our mission is to deepen public understanding of investment principles, market behaviour, and economic policy impacts – without any commercial agenda or product promotion.
250+
Research papers & articles
15+
Years of market coverage
40+
Sector analyses
1997
Tracking JSE since
Data-Driven Analysis
All insights are grounded in publicly available data, historical records, and peer-reviewed methodologies.
Independent Perspective
No sponsorships, no affiliations with financial product providers – purely educational content.
South Africa Focused
Specialised coverage of the JSE, rand dynamics, local bond markets, and SA-specific risks.
Our Research Areas
Key Topics We Explore
In-depth educational content on core investment research disciplines relevant to the South African context.
Equity Research on the JSE
Detailed examination of valuation methods, financial statement analysis, and sector-specific drivers in the South African equity market.
Discounted cash flow modelling
Comparable company analysis
Earnings quality assessment
Sector rotation studies
Fixed Income & Bond Market Analysis
Exploring yield curves, duration, credit spreads, and the role of government bonds in the South African financial system.
Interest rate risk modelling
Credit rating methodologies
Inflation-linked bonds
SARB monetary policy impact
Macroeconomic Research
Analysis of GDP components, balance of payments, fiscal policy, and how global events affect the rand and local markets.
Current account dynamics
Budget deficit analysis
Commodity price exposure
Emerging market comparisons
Portfolio Construction Theory
Academic exploration of diversification, risk-adjusted returns, and asset allocation principles in the South African context.
Modern Portfolio Theory applications
Factor investing research
Behavioural finance insights
Historical backtesting studies
Regular Market Commentary
Objective reviews of quarterly results, economic data releases, and policy announcements affecting South African assets.
- Monthly economic updates
- Post-budget analysis
Investor Education Series
Clear explanations of investment concepts, from compound interest to derivatives, tailored for the South African reader.
- Beginner to advanced topics
- Local examples and case studies
JSE All Share
Historical analysis
Rand Volatility
Ongoing research
Property vs Equity
Long-term study
Offshore Investing
Upcoming series
Educational Topics
Research & Learning Areas
Core subjects we regularly cover in our independent research publications.
RESEARCHINVEST
Evidence-Based Investment Education
All topics are explored using publicly available data, academic frameworks, and transparent methodology.
01
Equity Valuation Methods
DCF, multiples, and dividend discount models applied to JSE stocks.
02
Risk & Return Analysis
Historical volatility, Sharpe ratios, and drawdown studies.
03
Economic Indicators
GDP, CPI, repo rate, and leading indicators for South Africa.
04
Asset Allocation Studies
Long-term performance of different portfolio mixes in SA.
05
Behavioural Finance
Common cognitive biases observed in South African investors.
06
Retirement Planning Research
Replacement ratios, drawdown strategies, and longevity risk.
What is the long-term return of the JSE All Share Index?
Since 1960, the JSE All Share has delivered approximately 11–12% annualised in rand terms, or about 6–7% above inflation.
How does currency risk affect South African investors?
The rand’s volatility significantly impacts real returns for offshore assets and import costs, making currency one of the dominant risk factors.
Are dividends reliable on the JSE?
Dividend payouts have historically been higher and more consistent than in many developed markets, though concentrated in fewer large firms.
What role do commodities play in SA markets?
Mining and resources still represent around 25–30% of JSE market cap and drive much of the correlation with global risk appetite.
Is property a good long-term investment in SA?
Listed property has delivered strong real returns over decades, but performance is highly sensitive to interest rates and gearing levels.
How important is diversification for SA investors?
Extremely. Because of concentrated sector exposure and currency risk, broad asset and geographic diversification remains critical.
Get in Touch
Contact ResearchInvest
Questions about our research or suggestions for future topics are always welcome.