A geopolitical wrecking ball
The widening rift between America and Europe is SA’s to grasp – both to mend its relationship with the US, and to hold its…
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Fiscal anchor: Stability without shackles
We all need a budget limit, and so does the government – a fiscal anchor. But that doesn’t mean there’s no flexibility to respond…
How rubber is Godongwana’s arm?
Enoch Godongwana will deliver his budget amid a flurry of demands from his own party for money at Transnet and elsewhere. How rubber will…
Cat-in-the-hat Donald puts Cyril in a corner
Donald Trump has left Cyril Ramaphosa – and South Africa – in a quagmire. Can he navigate out of it?…
Rubicon 2.0: South Africa must press the reset button
South Africa needs some brutally honest introspection if we are to emerge from the Trump firestorm in a better place…
AI boom, equity bust ahead?
When an innovation wave hits, investors assume today’s leaders will reap the rewards indefinitely. DeepSeek shows that’s not necessarily true…
South Africa’s Potomac collision is waiting
The failure of Air Traffic Navigation Services, the South African Weather Service and Acsa is creating a perfect storm for aviation in SA.…
Why Barloworld’s CEO should be benched
Whatever way you cut it, managing Barloworld would be a lot more straightforward for all if CEO Dominic Sewela was parked on the bench…
Gaps in the SARB’s inflation-targeting debate
The Reserve Bank seeks a lower inflation target, but weak research, rising costs and flawed data stand in the way. Swift government reforms are…
If Putin and Trump had a baby …
If Putin and Trump had a baby it might look like Rwanda’s Paul Kagame: a leader with imperialist ambitions and a tenuous relationship with…
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Africa: A continent of limitless potential
Standard Bank’s Keep Growing campaign is a promise to embrace…
Why halting SA’s debt binge is a huge win for the GNU
For the first time in fifteen years, South Africa’s debt-to-GDP…
Now the party is over, who washes the G20 dishes?
The G20 event was marked most by US and Chinese…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting…
