South Africa throws stones from glass garage in Trump auto-trade spat
As of this week, Trump’s administration will slap a 25% tariff on cars made overseas. What does this mean for South Africa’s automotive sector?…
Suggestions
Bad economics
The idea of using South African lenders’ balance sheets to magic up more investment is alluring – but it’s misguided, and potentially dangerous…
Budget crisis: two days to bust
The budget standoff between the ANC and DA is dragging into yet another week. If it’s not resolved, there could be dire implications for…
Weaponising the fiscus
Irrespective of where you stand politically, there is one immutable truth: every state, company or household must have a budget that balances…
Expropriation at the heart of budget deadlock
Budget brinkmanship: land reform has pushed ANC-DA talks to the edge, threatening the coalition government just days before the fiscal deadline…
Coulda, shoulda, didn’t …
With ‘Trumpflation’ looming, South Africa’s Reserve Bank has again kept rates on hold – even as cuts are long overdue, say critics…
PPPs to the rescue? Not quite yet
South Africa needs massive investment to meet its infrastructure goals. It’s looking to PPPs to plug the gap.…
With a US recession around the corner, where are the adults?
There will be a recession in the US, not because of inflation, Covid or the Ukraine – but because of the uncertainty Trump has…
Vat so 2.0 (or 0.5, twice) – but DA still holds out
Budget 2.0 was finally tabled, with VAT still going up, but by only 0.5 percentage points a year over two years. The DA, however,…
The budget that almost wasn’t – and maybe still isn’t
Godongwana may have said the right things about cost containment in his budget speech, but he lacked detail about cost-containment targets…
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Dizzying reversal in oil prices has rates in and out of play
Lower oil prices have eased inflation risks and boosted bonds,…
The difference between being an investor and a buyer
Most investors confuse familiarity with understanding. Your true circle of…
The $92-trillion market regulators couldn’t ignore
Perpetual futures were born in crypto’s permissionless fringe. Now regulators…
How Shari’ah investing internalises ESG
While ESG and Shari’ah investing share many ethical principles, Shari’ah’s…
