Articles about
SA economy

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

Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.

Passing breeze or real winds of change?

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

Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable

Vulnerabilities increase the risk of longer-term damage

“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

We can’t afford not doing better

Life in the time of coronavirus

South African government bonds remain attractive despite global shocks

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

The price is right (or at least it feels that way)

Restoring confidence is key to growth recovery

But depressed growth and further Eskom support weigh heavily on government

Transformative policy paper needs strong implementation

The economic cost of rent seeking

Offshore acquisitions by domestic companies

Feeling in the dark? Shining a light on uncertainty

Government’s management of the power crisis will be telling of its broader capacity for reform

Highlights from ‘Talking Investments with Coronation’

But South African bonds still offer a bulwark against global policy normalisation

2018 in review

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

It was always going to get messy

When it rains on your parade

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

But after riding the wave of optimism, we are now cautious of South African bonds at current levels

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