Economic views
The eye of the storm“The president can't change the country on his own. But what can he do? He can give an example.” - Volodymyr Oleksandrovych Zelenskyy; President of Ukraine
April 2022 · 13 min read
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“The president can't change the country on his own. But what can he do? He can give an example.” - Volodymyr Oleksandrovych Zelenskyy; President of Ukraine
Budget delivers good news, but some assumptions may prove too optimistic
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Inflation – it’s time to pay attention
Post-pandemic recovery in the balance of vaccines and a return of confidence
Vulnerabilities increase the risk of longer-term damage
Transformation through green initiatives and new demand sources
We can’t afford not doing better
Investment opportunities in the eyecare industry
“Battles are never the end of the war” – former US President James Garfield
Transformative policy paper needs strong implementation
Restoring confidence is key to growth recovery
The economic cost of rent seeking
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
World economy balancing on regional tensions and precarious geopolitical alliances
Highlights from ‘Talking Investments with Coronation’
Government’s management of the power crisis will be telling of its broader capacity for reform
“The trouble is, you think you have time.” – Gautama Buddha
The way in which financial markets respond to US rate expectations is important
Tighter financial conditions are the greatest near-term threat to global growth
It was always going to get messy
Despite positive moves, South Africa’s fiscal position is still very vulnerable
Land reform under new leadership – both risk and opportunity
International growth looks solid, but be wary of a concentrated consensus
Real change will depend on the will to fight
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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