Economic views
Beware the comfortable consensus

“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990

Read More

All articles in Economic views

“All the water that will ever be is, right now.” – National Geographic

The same, but on steroids.

“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy

A challenging balance between inflation and growth.

Coronation’s evaluation of the energy plan concludes that loadshedding can reduce dramatically within four years.

A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.

“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

“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher

icon

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

“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes

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

Let us not waste another crisis

“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb

Significant opportunities may underlie a bleak outlook

Restoring confidence is key to growth recovery

Transformative policy paper needs strong implementation

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

Reflecting on a tough year

The way in which financial markets respond to US rate expectations is important

“The trouble is, you think you have time.” – Gautama Buddha

Tighter financial conditions are the greatest near-term threat to global growth

It was always going to get messy

Land reform under new leadership – both risk and opportunity

South Africa’s prospects are looking better, but durable change needs vision and consensus

Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu

Real change will depend on the will to fight