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…
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Iran-US ceasefire in question
Tensions between the US and Iran are sharpening in the Strait of Hormuz, amid uncertainty about further talks…
Will oil prices ever truly go back to ‘normal’?
The challenge now may not be the short-term disruption to oil supply, but the realisation that the days of cheap oil are over…
The Hormuz shock didn’t break markets – it repriced them
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds…
Phew! Relief at the fuel pumps, but rate risks linger
Godongwana’s fuel relief buys policymakers breathing room, but economists warn the inflation risk isn’t gone – just deferred…
‘Go get your own oil’, Trump tells allies
US President Donald Trump has lashed out at allies, saying that securing the Strait of Hormuz is ‘not for us’…
Fuel levy relief: the problem isn’t money, it’s political will
The pain of petrol and diesel price hikes could be offset by temporarily reducing the fuel levy. That requires the ANC to act –…
What history says about investing during the Iran war
The Iran conflict has rippled through commodity, currency and equity markets. But the biggest risk for investors is not war, but how they respond…
Trump offers 15-point ceasefire plan to Iran
The US has submitted a ceasefire plan as it prepares to send an additional 1,000 troops to the Middle East…
Trump stays strikes on Iran on back of ‘talks’
Trump says US and Iran are talking. His claim is eliciting market cheers and plenty of scepticism…
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