Articles about
Interest rates
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
Are long-term investors positioned for the future?
Tighter financial conditions are the greatest near-term threat to global growth
Renewed optimism and contained inflation could benefit government bonds
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
What did this programme really achieve?
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
The economic cost of rent seeking
Government’s management of the power crisis will be telling of its broader capacity for reform
“A promise is a cloud; fulfilment is the rain.” – Arab Proverb
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
But depressed growth and further Eskom support weigh heavily on government
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