The rand’s long-term outlook may be changing
Improving domestic fundamentals, a potentially weaker US dollar, and lower inflation could mean the rand depreciates more slowly than investors have come to expect.
#economicgrowth
A better year ahead? The economic outlook starts to look promising
From the rand and commodities to electricity and logistics, several pieces of the South African investment story are moving in the right direction.
Kganyago: Stop betting on sports and start betting on growth
The SARB’s governor argues the country knows how to revive the economy; the real test is whether it has the resolve to implement the necessary reforms.
Why investors are watching South Africa’s municipal elections
BLSA’s Busisiwe Mavuso says functioning municipalities are becoming as important to economic growth and investor confidence as energy and logistics reforms.
How deglobalisation is changing the rules for investors
Fairtree Capital’s Chantelle Baptiste argues that investors who focus only on today’s headlines risk missing the bigger forces shaping tomorrow’s opportunities.
Financial services resilient as risks converge
IRMSA says economic weakness, cyber threats, fraud, and climate pressures are increasingly interacting, while digital innovation and financial inclusion offer routes to growth.
Green shoots emerge, but can South Africa build on them?
Signs of recovery are emerging across the economy, yet questions remain about whether the momentum can survive global uncertainty.
SA’s ratings revival comes with a warning: don’t ignore the ‘uglies’
Fitch’s first upgrade in 21 years caps a remarkable turnaround, but hidden liabilities, weak growth, and structural problems stand between the country and investment-grade status.
‘At least one’ rate hike likely if inflation worsens
Fuel-price shocks, sticky services inflation, and global pressures are making it harder for the SARB to keep inflation anchored near its new goal, says Sanlam.
SARB revises near-term inflation higher, shifts rate bias amid oil shock
Baseline inflation is seen peaking at 4% in Q2, with scenario analysis pointing to possible rate hikes if second-round effects emerge.
SARS exceeds R2 trillion as compliance, not commodities, drives revenue
Milestone caps Kieswetter’s tenure as a new commissioner prepares to take office from 1 May.
Holding the line: fiscal discipline takes centre stage
National Treasury Director-General Duncan Pieterse says South Africa’s core fiscal challenge is structurally low economic growth that trails population expansion.
Is South Africa finally turning the corner on debt?
While borrowing remains substantial, improving bond yields, firmer revenue, and reduced debt-service growth suggest a more credible consolidation path.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
Singles’ Day: what investors can learn from the world’s biggest retail event
Singles’ Day, which takes place on 11 November in China, has grown from a student celebration of self-care into the world’s largest retail event.
Capital gains tax is ‘sabotaging South Africa’s economic growth’
CGT levies gains created by inflation and currency depreciation, eroding real returns and discouraging long-term investment, says the Free Market Foundation.
SME optimism fades as confidence slips
Business Partners’ Q1 2025 SME Confidence Index finds early-year optimism has been eroded – driven chiefly by budget uncertainty, a R75bn revenue shortfall and global volatility.
