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Manufacturers' mood lifting

Sep 14 2009 14:00

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Johannesburg - Manufacturing business conditions took a turn for the better during the third quarter, the Bureau of Economic Research (BER) said on Monday.

The BER's latest manufacturing survey showed a notable improvement in manufacturing business confidence; albeit that it remained at low levels.

The business confidence index came in at 22 - up from 11 index points previously.

"The survey shows a modest yet clear change of trends when compared to the first and second quarter results," BER economist Christelle Grobler said in a statement.

"While manufacturing activity is still under pressure, the results confirm that the worst is behind us."

Domestic sales volume indicators remained in negative territory, but the rate of decline surprised on the upside by moderating noticeably.

"The largest improvement was in the basic metals sub-sector which saw a turnaround from a net majority reporting declining local sales volumes previously, to a reading of zero in the current survey quarter."

Foreign demand conditions also appeared to be improving, supporting the notion of the beginning of a global recovery.

In line with the slightly stronger local and international demand, the pace of contraction in production volumes slowed.

"The most significant change once again took place in the basic metals sub-sector, with respondents in this category actually reporting an increase in production volumes."

This result corresponded with the latest manufacturing production data released by Statistics SA last Thursday, showing an increase of 3.3% between June and July 2009 (seasonally adjusted), and mirrored the trends in the August Kagiso PMI, she said.

"Furthermore, manufacturing employment trends have taken a turn for the better during the third quarter. Labour forces are shrinking at a slower rate than before and the average hours worked per factory worker have recovered somewhat."

On the other hand, the rate of increase in average labour costs per unit of production rose faster than expected - probably as a result of high wage increases granted nationwide.

General business conditions seemed to be improving gradually, and respondents had not been this positive regarding expected business conditions in 12 months' time since the last quarter of 2007.

- Sapa

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