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LIST OF FIGURES


                FIGURE 1      SOUTH AFRICA: ECONOMIC PERFORMANCE                                        14
                FIGURE 2      ELECTRICITY GENERATED IN SOUTH AFRICA                                     18
                FIGURE 3      ENERGY DISTRIBUTED/CONSUMED IN SOUTH AFRICA                               19
                FIGURE 4      GDP GROWTH                                                                20
                FIGURE 5      ENERGY SECURITY GAME CHANGER LEVERS                                       21
                FIGURE 6        CREATIVE DESTRUCTION, ROLLING 10-YEAR RETURNS ON
                              THE S&P 500 SINCE 1814                                                    25
                FIGURE 7      US SALES OF LARGE LUXURY VEHICLES 2015                                    26
                FIGURE 8      TESLA MODEL S AWARDS 2012 – 2014                                          27
                FIGURE 9      EVOLUTION OF THE GLOBAL ELECTIC CAR STOCK, 2010 – 2015                    30
                FIGURE 10   EVOLUTION OF BATTERY ENERGY DENSITY AND COST                                31
                FIGURE 11   SOURCE OF CARBON EMISSIONS IN SOUTH AFRICA                                  32
                FIGURE 12   RENEWABLE ENERGY CAPACITY IN SOUTH AFRICA                                   34
                FIGURE 13   LOCAL PRODUCTION OF PASSENGER VEHICLES                                      36
                FIGURE 14   GLOBAL LITHIUM DEPOSITS                                                     38
                FIGURE 15   ALSI RESULTS ONE WEEK AFTER BREXIT ANNOUNCEMENT                             45
                FIGURE 16   CHINESE IMPORTS TO SOUTH AFRICA AND THE WESTERN CAPE                        49
                FIGURE 17   IMPORTS OF MEN’S SHIRTS FROM CHINA AND THE REST OF THE WORLD   50
                FIGURE 18   RMB/ZAR EXCHANGE RATES                                                      51
                FIGURE 19   % WAGE GROWTH IN SOUTH AFRICA AND CHINA, 2004 – 2014                        52
                FIGURE 20    AVERAGE YEARLY MANUFACTURING WAGES FOR SOUTH AFRICA AND
                              CHINA (RAND)                                                              52
                FIGURE 21   GLOBAL FDI PERFORMANCE, 2002 – 2014                                         55
                FIGURE 22   TOP 10 GLOBAL SECTORS FOR FDI BY PROJECTS, 2003 – 2015                      57
                FIGURE 23   TOP 10 GLOBAL SECTORS FOR CAPEX, 2003 – 2015                                57
                FIGURE 24   INWARD FDI INTO SOUTH AFRICA, 2003 – 2015                                   58
                FIGURE 25   INWARD FDI TO SOUTH AFRICAN SECTORS BY PROJECTS, 2003 – 2015                59
                FIGURE 26   INWARD FDI TO SOUTH AFRICAN SECTORS BY CAPEX, 2003 – 2015                   59
                FIGURE 27   OUTWARD FDI FROM SOUTH AFRICA, 2003 – 2015                                  60
                FIGURE 28   OUTWARD FDI FROM SOUTH AFRICA BY PROJECTS, 2003 – 2015                      62
                FIGURE 29   OUTWARD FDI FROM SOUTH AFRICA BY CAPEX, 2003 – 2015                         62
                FIGURE 30   INWARD FDI INTO SOUTH AFRICA, 2003 – 2015                                   63
                FIGURE 31   OUTWARD FDI FROM THE WESTERN CAPE, 2003 – 2015                              64
                FIGURE 32   GLOBAL PROPERTY PERFORMANCE (2014 TOTAL RETURN)                             67
                FIGURE 33   AVERAGE HOUSE PRICE BY PROVINCE (RAND)                                      70
                FIGURE 34    TOTAL BUILDING PLANS PASSED IN SOUTH AFRICA AND THE
                              WESTERN CAPE                                                              71
                FIGURE 35    TOTAL BUILDING PLANS COMPLETED IN SOUTH AFRICA AND THE
                              WESTERN CAPE                                                              71
                FIGURE 36   GDP, REAL YEAR-ON-YEAR CHANGE 2016 – 2017                                   75
                FIGURE 37   WORLD ECONOMIC OUTLOOK                                                      76
                FIGURE 38   GROWTH RATE PROJECTIONS IN BRICS, 2014 – 2017                               78
                FIGURE 39   SUB-SAHARAN AFRICA OUTLOOK, 2014 – 2017                                     79
                FIGURE 40   COMMODITY PRICES, ENERGY, 2015Q1 – 2016Q1                                   80
                FIGURE 41     COMMODITY PRICES, GRAINS, 2015Q1 – 2016Q1                                 80
                FIGURE 42   GDP GROWTH AND FORECAST FOR SA                                              82







                  6     QUARTERLY ECONOMIC BULLETIN 2016
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