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

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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

Key take-outs from the Budget announcement and your annual tax incentives reminder.

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

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

Investment opportunities in the eyecare industry

“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

Significant opportunities may underlie a bleak outlook

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

Restoring confidence is key to growth recovery

Transformative policy paper needs strong implementation

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.

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

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

Reflecting on a tough year

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

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

Land reform under new leadership – both risk and opportunity

Real change will depend on the will to fight

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