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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