Why the SARB should hike rates on Thursday
Higher oil prices, rising inflation and the rand: South Africans need to brace for a 25-basis-point rate hike…
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If the oil runs out …
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast…
PODCAST: ‘Sharp Sharp’ – ruled by hitmen
Taxis, guns for hire and the Nigerian man who’s coining it as the Iran war interrupts global oil supply…
Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
Trump calls off strike on Iran
The US president says he’s called off a strike planned for Tuesday at the request of Gulf allies, but warns the military to be…
Factory floor: the manufacturing recovery that may never be
March’s economic data provides a sense of things looking up. It belies the actual state of the manufacturing sector…
Shrewd on crude? Riding the Sasol seesaw
Sasol shares are up 50%, to R215, since the start of the war. A year ago they were trading at less than R60. What’s…
Iran fires on, seizes ships in Hormuz
Iran has fired on three ships in the Strait of Hormuz as the US maintains its blockade and diplomacy stalls…
Why South Africa is so vulnerable to the Iran war
The Iranian oil shock is reversing South Africa’s modest recovery, exposing structural weaknesses in energy, investment and household spending…
Iran-US ceasefire in question
Tensions between the US and Iran are sharpening in the Strait of Hormuz, amid uncertainty about further talks…
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Spar: it just gets worse
Spar’s loyalty levels with independent retailers may be worse than…
How Joburg’s budget destroys the SARB’s balancing act
Joburg’s tariff increases gravely undermine the Bank’s efforts to rein…
Real Politics: stuck with a president fighting for himself
The Phala Phala ruling has revived impeachment proceedings against Ramaphosa,…
RMH lives on – so does the fight
RMH has undergone a board overhaul. But the new, slimmer…
