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.
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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.
The more you earn, the more you borrow? Top earners carry biggest debt burden
DebtBusters’ Q2 Debt Index shows that consumers earning over R50 000 a month need more than their monthly income to service debt.
AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
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.
Consumers fear they are running out of financial breathing room
A Debt Rescue survey suggests many households have little capacity left to absorb higher borrowing costs, adding to concerns about rising food, fuel, and electricity expenses.
Fuel pushed May inflation higher, but the policy-rate outlook has shifted
The SARB still faces risks, although lower oil prices and improving supply expectations point to a less threatening inflation path than three weeks ago.
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.
Salary growth steadied in Q1 – but pressure on pay may lie ahead
Inflation has already erased recent gains, and higher fuel costs risk deepening the squeeze on household budgets.
Debt pressure shifts up the income ladder despite rate relief
DebtBusters data shows repayments still swallow most take-home pay, with pressure shifting upwards to higher earners and credit thinning out for lower-income households.
NCR signals tougher affordability enforcement as vehicle finance risks mount
Lenders and dealers should dig deeper into living costs, dependants, and insurance obligations to avoid stretching consumers beyond their means.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
‘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.
South Africa’s new inflation target gets its first big test
The Reserve Bank is not ruling out more rate tightening after successive fuel price jumps have revived inflation risks.
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.
How your investments fared in a volatile first quarter
A sharp market sell-off triggered by the Middle East conflict dented first-quarter returns, but local shares, bonds and property still posted strong 12-month gains.
Energy shock shifts rate outlook and raises stagflation risk
A Middle East-driven energy surge is reshaping inflation, interest rate expectations, and portfolio positioning, with direct implications for South Africa.
