The Trump effect on commodity markets
It was interesting watching the real-time effect on markets as it became clear that Trump 2.0 was about to unfold. Stock futures soared as…
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How should investors read the mini-budget – Diwali or Halloween?
Finance minister Enoch Godongwana’s October mini-budget was presented the day before Diwali and the day before Halloween – which is appropriate because it can…
The AI meteor is coming – can South Africa’s job market take the hit?
There was an audible gasp in the audience at the Inanda Club in Sandton when Larry Fink, the CEO of BlackRock, described the impact…
A show in numbers: The mini-budget without the spectacle
Not the content, but the occasion of the “mini-budget” used to be more important. In the half-decade before Enoch Godongwana took the reins at…
Enoch pushes civil servants to the door
Though finance minister Enoch Godongwana, and his predecessor Tito Mboweni, made attempts in recent years to wrestle down the state’s wage bill, it still…
The no-frills mid-term budget read
We’ve condensed Wednesday’s medium-term budget into a snappy list of 10 things you need to know. …
The water cooler budget brief
Behind the big numbers in the medium-term budget policy statement there are some less obvious, interesting stats. Brush up on your budget trivia here. …
Why Godongwana’s budget is a big test for the GNU
This week, South Africans get their first look at the progress of the government of national unity (GNU) – in rands and cents –…
‘Stop accepting crime’ – Eskom chair
While so many economic lights are now flashing green, the one major hindrance to investment remains as intractable as ever: runaway crime. Speaking on…
Why inflation stays high: Politicians can’t grasp economic realities
The late Tito Mboweni, followed by Gill Marcus and now Lesetja Kganyago, all had one key instruction from the government: tackle inflation. And all…
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Spar chair fails to soothe rattled investors
Spar’s AGM was the chance for a rousing pep talk…
Is Woolworths back on the front foot?
Despite having to ditch excess stock, Woolworths has grown its…
Fortress powers growth as property market firms
Favourable structural market conditions continue to support strong growth and…
Iran says US will ‘bitterly regret’ torpedoing warship
Iran has launched a new wave of attacks in the…
