Building South Africa’s digital financial rails
The emergence of tokenised assets raises the question whether SA can develop trusted local infrastructure rather than rely on systems built elsewhere.
#financialmarkets
JIBAR transition enters legislative phase
A Bill before Parliament would give the SARB a statutory mechanism to address legacy contracts that still reference JIBAR when the benchmark ceases at the end of 2026.
Treasury moves to lock fiscal strategy into law
The proposed framework would require future administrations to set out fiscal plans consistent with sustainable public finances and a declining debt burden.
Sanlam bets on banking to deepen customer ties
A new GoTyme-powered banking service is part of a broader strategy to build closer customer relationships, even as investment in future growth weighs on earnings.
Why I’m bracing for a surge in stock market volatility
Rising bond yields and widening credit spreads suggest mounting risk, but equity valuations have yet to reflect it, raising the prospect of sharper market drawdowns.
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.
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.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
The investment cycle: Mid-cycle pause with high forecast risk
US equities may reflect current economic conditions, but weaker-than-expected earnings growth and worsening geopolitical tensions could quickly upset the balance.
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.
Fintech is booming – but regulation, risk, and trust will decide who wins
Rapid growth in South Africa’s fintech sector is giving way to a tougher phase shaped by regulation, competition, and the race for customer trust.
The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.
SA equities top Bank of America rankings amid market turbulence
South Africa leads Bank of America’s EEMEA rankings despite severe market losses, highlighting resilience, strong dividends, and sustained investor interest.
FSCA tests global ESG rating models as oversight debate sharpens
Discussion paper weighs regulation, codes and hybrid options as data quality and governance risks come into focus.
The risk-off cycle is peaking
Markets have been under sustained pressure from conflict, tighter financial conditions, and liquidity strains. Ryk de Klerk argues this risk-off phase may be reaching its limits, even as volatility remains high.
Industry outlines priorities to address liquidity and access in SA capital markets
Listings reform, settlement changes, retail participation, and infrastructure upgrades feature as ways to strengthen market depth and competitiveness.
