South Africa - Personal
Articles by
Marie Antelme
Marie is the economist at Coronation. She is a member of the Fixed Interest team and provides input to the broader investment team. She joined Coronation in 2014 and has 23 years' experience as a market economist.
Amidst a myriad of datapoints and a looming general election, what’s in store for the local economy heading into the second quarter of 2024? Join investment specialist Kim Deane and Economist Marie Antelme as they discuss the need-to-know highs and lows.
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
He who is not prepared today, will be less so tomorrow – Ovid
“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
An assessment of current economic conditions and global and local outlook for 2023.
A challenging balance between inflation and growth.
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
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
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
Post-pandemic recovery in the balance of vaccines and a return of confidence
Vulnerabilities increase the risk of longer-term damage
“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
“Battles are never the end of the war” – former US President James Garfield
Let us not waste another crisis
Transformative policy paper needs strong implementation
Restoring confidence is key to growth recovery
The economic cost of rent seeking
World economy balancing on regional tensions and precarious geopolitical alliances
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
South Africa’s prospects are looking better, but durable change needs vision and consensus
Land reform under new leadership – both risk and opportunity
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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