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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All eyes on Godongwana as Doge-style cuts mooted
South Africa faces devastating consequences if its budget fails again. Critics want a US-like Doge to slash bureaucracy.…
Why South Africa won’t be getting a ‘wealth tax’ any time soon
Not only do wealth taxes have a chilling effect on GDP growth and jobs; they’ve been shown to raise precious little in countries that…
No sugar rush for Enoch
The buzz from 2018’s sugar tax hasn’t worn off, though a relief pause on levy increases could yet change as Treasury scrambles for cash…
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…
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…
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…
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…
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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…
