The department of grand plans and small results
South Africa’s industrial policy has a shiny new theme but is making the same old mistakes…
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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, but uncertainty over expectations and US rates keeps a July hike in play…
Myth-busting: why foreigners aren’t taking local jobs
Blaming migrants distracts attention from the deeper structural problems that have left millions of South Africans without work…
Real Politics: turning freedom into opportunity
Fifty years after the Soweto uprisings, Youth Day should demand more than remembrance…
The week ahead: Youth Day at 50
Mark your calendar: here is the political and economic news to watch out for this week…
Fitch upgrade is a starting point, not the finish line
Fitch’s upgrade rewards Treasury’s fiscal discipline, but sustained growth will depend on faster structural reforms…
The hidden warning in the GDP data: consumers are buckling
First-quarter GDP beat expectations at 0.5%, but household consumption fell to a two-year low, signalling economic headwinds amid rising rates.…
PODCAST: Inside South Africa’s Tax Freedom Day
What’s the relationship between tax, state spending and economic growth? Tax Freedom Day offers a window into the subject…
Business strategy: the three things that don’t change
What economists know about strategy that strategists keep forgetting: the constants a business can actually navigate by…
Cheers to Tax Freedom Day
TFD is the day you symbolically stop working for the government and start working for yourself. Where it falls is a bellwether for the…
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South Africa, we are in terminal trouble
The country is being forced to reset its ambitions at…
Hyperscalers or just hype? How to build your AI watchlist
Picking your way through a blanket ‘AI-trade’ has become that…
Mind your market multiples
SpaceX, Anthropic, OpenAI: what the IPO class of 2026 (and…
Inside EasyEquities’ $10.75m AI play
Purple’s first major offshore deal could move the owner of…
