Maarten Ackerman, Chief Economist at Citadel Finance Minister Enoch Godongwana’s 2025 National Budget (Version 2.0) reflects a promising balancing act between fiscal consolidation and...
Investment / Asset Management
Back to Parliament to make compromises
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth Gauging the market reaction is tricky as the release of lower-than-expected US inflation data this afternoon boosted...
Investing in Africa – A South African view
Naleni Govender, MD Head of Enko Capital South Africa South Africans have historically been reliant on the local listed market for attractive long term returns and this has been...
Macroscope: Is the market’s bet on US exceptionalism being tested?
Sahil Mahtani, Head of Macro Research at Ninety One’s Investment Institute The general belief in US exceptionalism – the expected outperformance of the US economy and therefore US risk...
The decarbonisation versus deregulation dilemma
Premal Ranchod, Head of ESG Research, and Mpho Molopyane, Chief Economist, at Alexforbes The global transition to net-zero faces a critical crossroads, caught between the push for...
Is ESG dead? Why Trump’s exit from SA’s JET is a wake-up call for SA businesses
Mila Vicquery, General Manager of Sustainability at Energy Partners The recent withdrawal of the United States from South Africa’s Just Energy Transition (JET) partnership is another...
Beyond numbers: South Africa’s budget as a blueprint for aspiration, equity and renewal
Miyelani Holeni, Group Chief Advisor at Ntiyiso Consulting Group A national budget is often dismissed as a series of promises and colossal figures recited by a country’s Minister of...
The Deepseek Effect
Sean Neethling, Head of Investments at Morningstar Investment Management South Africa Financial markets are prone to look for news that has the potential to trigger shifts in investor...
External trade trends – first quarter 2025
Sanisha Packirisamy, Chief Economist at Momentum So what? South Africa’s (SA’s) current account deficit narrowed at 0.4% of GDP in the fourth quarter of 2024 (0.8% in the third...
Q4 GDP 2025: South Africa avoids recession, but growth remains weak
Maarten Ackerman, Chief Economist at Citadel Investment Services South Africa’s Gross Domestic Product (GDP) for Q4 2025 has been released, revealing a year-on-year growth rate of...
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