A ‘new’ world order that looks a lot like the old one
For investors, geopolitics is no longer background noise. It is a core driver of supply chains, inflation, and sovereign risk premia, says Momentum’s Sanisha Packirisamy.
#economicoutlook
Money talks: what the 2026 Budget says about government’s priorities
A tighter, more disciplined Budget channels spending into social support and infrastructure while cutting waste to avoid tax hikes.
SA’s economic future looks bleak without reforms, global resilience index warns
South Africa’s relatively high-risk score reflects governance, security, and structural weaknesses, while its moderate resilience suggests the potential to recover – if reforms are pursued.
SARB and Treasury align on 3% inflation objective as repo rate holds
Governor Kganyago signals target reform ‘as soon as is practical’ while policymakers pause cuts.
Bank of America predicts only one repo rate cut this year
Stable growth and fiscal discipline could see South Africa’s credit rating rise two notches in the next three years.
The two key risks investors should watch amid the Trump noise
Old Mutual Wealth’s Izak Odendaal believes the only two risks that should concern investors are the US economy going into a recession and the Fed hiking interest rates.
Fiscal challenges: insights from the 2024 Medium-Term Budget Policy Statement
The Medium-Term Budget Policy Statement reveals a budget surplus and reduced wage bill, but it warns of ongoing financial pressures due to modest economic growth projections.
Businesses face financing and workforce challenges despite growing optimism
Despite economic challenges, 81% of SMEs expect business growth in the next year, with confidence in the political landscape boosting optimism.
