South African equities rose in early trading, aided by gains in consumer durables, distribution services, and health services, despite some sectors underperforming. Agricultural exports to the US saw a 26% increase in Q2 2025, suggesting that improved trade could bolster market sentiment, especially with key exports like citrus and wine. However, growth will rely on better trade terms and market diversification. The upcoming inflation report for July, expected at 3.6%, may influence consumer sectors depending on inflation trends.
A 26% rise in South Africa's agricultural exports to the US in Q2 2025, reaching USD 161 million, could help improve sentiment.
Future growth will depend on securing better trade terms and diversifying export markets to offset tariff pressures.
If July inflation rises to 3.6% year-on-year, mounting price pressures could weigh on consumer-focused sectors.
A strong export performance could continue to support domestic equities as investors would anticipate sustained corporate earnings growth.
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