Articles about
SA economy
But depressed growth and further Eskom support weigh heavily on government
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
Despite positive moves, South Africa’s fiscal position is still very vulnerable
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
South Africa’s prospects are looking better, but durable change needs vision and consensus
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
Life in the time of coronavirus
2018 in review
When it rains on your parade
Passing breeze or real winds of change?
Highlights from ‘Talking Investments with Coronation’
South African government bonds remain attractive despite global shocks
But South African bonds still offer a bulwark against global policy normalisation
It was always going to get messy
The price is right (or at least it feels that way)
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
Significant opportunities may underlie a bleak outlook
Offshore acquisitions by domestic companies
We can’t afford not doing better
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
Vulnerabilities increase the risk of longer-term damage
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
Let us not waste another crisis
Restoring confidence is key to growth recovery
The economic cost of rent seeking
Transformative policy paper needs strong implementation
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
Feeling in the dark? Shining a light on uncertainty
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