Budget | Fitch questions Treasury’s fiscal consolidation narrative
National Treasury forecasts a narrowing deficit, from 4.8% of GDP in 2025/26 to 3.8% in 2026/27. Fitch, however, projects larger deficits of 5.1% and 4.5% respectively.
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US market dominance: exceptional growth or hidden risk?
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
