Investors shaken but not stirred by VAT shock
Godongwana’s bombshell of a whopping VAT hike stalled the budget, leaving investors stunned. Markets wobbled, but it could’ve been worse…
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Jobs crisis: Call the private sector
SA’s job growth is stalling. Government can’t hire its way out – only the private sector can drive real change. But will its policies…
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…
The déjà vu deficit: Keeping South Africa on the budget tightrope
SA’s deficit – the gap between what we spend and what we get in – is likely to be ugly when Enoch Godongwana unveils…
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…
Transnet seeks R50bn bailout
Transnet is looking to government to help it manage its debt burden and lure the private sector…
Donald Trump vs BEE
Trump’s opposition to race-based policies puts renewed scrutiny on South Africa’s transformation drive…
Trump digs in: How the Cape Town Mining Indaba unearthed global shifts
Two big global trends emerged from this week’s mining indaba: geopolitical realignment and the shape-shifting commodity supercycle…
Eskom sneezes, but municipal pandemic looms
Eskom may claim its latest bout of load-shedding is a ‘temporary setback’. But ballooning municipal debts pose a serious risk to the power utility…
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R1,000 for every South African baby? Sarupen thinks it could work
Purple CEO Charles Savage says South Africa could launch its…
The economic fix: Sarupen’s roadmap to faster growth
Fix the plumbing, slash the red tape and confront our…
Koos Bekker’s share sale puzzle
The Naspers chair has offloaded R2.5bn of Prosus and Naspers…
Show ponies, thoroughbreds and bucking broncos: Our 2026 stock picks
This is the Year of the Horse. Team Currency has…
