South Africa - Personal
Articles about
Interest rates
Nothing short of decisive action will do.
He who is not prepared today, will be less so tomorrow – Ovid
The same, but on steroids.
An assessment of current economic conditions and global and local outlook for 2023.
A challenging balance between inflation and growth.
In the short run, the market is a voting machine, but in the long run, it is a weighing machine.
Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.
A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
Are long-term investors positioned for the future?
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
“Battles are never the end of the war” – former US President James Garfield
What did this programme really achieve?
“A promise is a cloud; fulfilment is the rain.” – Arab Proverb
But depressed growth and further Eskom support weigh heavily on government
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The economic cost of rent seeking
Government’s management of the power crisis will be telling of its broader capacity for reform
Tighter financial conditions are the greatest near-term threat to global growth
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
Renewed optimism and contained inflation could benefit government bonds
Explore Investment Insights on the global economy, markets and topics related to our business.
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