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

Budget delivers good news, but some assumptions may prove too optimistic

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

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Post-pandemic recovery in the balance of vaccines and a return of confidence

Transformation through green initiatives and new demand sources

Vulnerabilities increase the risk of longer-term damage

Investment opportunities in the eyecare industry

We can’t afford not doing better

“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes

“Battles are never the end of the war” – former US President James Garfield

Restoring confidence is key to growth recovery

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

Highlights from ‘Talking Investments with Coronation’

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

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

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

Land reform under new leadership – both risk and opportunity

Real change will depend on the will to fight

International growth looks solid, but be wary of a concentrated consensus

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