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Inflation in weighting
Article By:
Evan Pickworth
Sat, 13 Sep 2008 16:08
Head of CPI at Statistics South Africa, Patrick Kelly, told I-Net Bridge on Friday that their rental survey started in 2005 will be used in the new Owners' Equivalent Rent (OER) measure in the new CPI index to be released in February next year, but that
the existing outsourced rental survey would remain.
He noted that the data series that has been published up until now
entailed outsourcing the collection of that survey to a reputable firm of
property economists since 2004.
"There are no questions about the quality of the survey — we have had
good service on that," he said.
"Our survey started in 2005 will be used for OER — the other one is for
actual rentals. We debated if we should have two and there are a range of
arguments either way. We decided to stick to two as we do have a time series
for the existing one with established trends," said Kelly.
He noted that while the outsourced survey picked up on what could be
called
"marginal rentals", Stats SA's own survey picked up "average
rentals".
In answer to a question on a recent report noting that private sector
rental portfolios had shown rental growth of 12.5 percent as opposed to the Stats
SA rental survey levels of 4.4 percent in the third quarter, Kelly felt that this
depended on how broad the scope of any survey is.
Broad survey
"Our survey is in 40 different towns and cities across the country and
across a range of different suppliers of rental properties. I am not saying
the numbers are not true based on their portfolio — I have never looked at
how their portfolio compares to the national picture," he said.
Many analysts feel that CPI in South Africa may initially fall more
sharply than CPIX once the new weightings take effect as bond costs of about
15 percent are well above property yields of 7-8 percent.
This should help close the gap between CPI at 13.4
percent and CPIX at 13 percent.
OER measures the cost to owners of foregoing rental income by living in
their properties and effectively replaces the CPI excluding home loan costs
targeted until now.
I-Net Bridge