Articles about
SA economy
Despite positive moves, South Africa’s fiscal position is still very vulnerable
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
Life in the time of coronavirus
When it rains on your parade
South African government bonds remain attractive despite global shocks
In the cold light of day
Feeling in the dark? Shining a light on uncertainty
But South African bonds still offer a bulwark against global policy normalisation
It was always going to get messy
The price is right (or at least it feels that way)
Offshore acquisitions by domestic companies
We can’t afford not doing better
Vulnerabilities increase the risk of longer-term damage
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
The economic cost of rent seeking
Transformative policy paper needs strong implementation
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
But depressed growth and further Eskom support weigh heavily on government
Highlights from ‘Talking Investments with Coronation’
Passing breeze or real winds of change?
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
Restoring confidence is key to growth recovery
Restoring confidence is key to growth recovery