Out of the grey, not yet in the clear: what EU delisting really means for South Africa
South Africa’s removal from the EU’s high-risk list eases regulatory friction, but economists caution that rebuilding investor confidence will be gradual.
#investorconfidence
SARB’s new exchange control rules draw criticism
The Institute for International Tax and Finance says the latest exchange control changes could discourage foreign investors and add red tape for non-residents.
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 sees path to growth: lower inflation, de-risking, and smarter debt
Reserve Bank Governor Lesetja Kganyago says permanently lower inflation, fiscal consolidation, and reduced country risk could cut interest rates and create space for sustainable growth.
Coalition politics hampered Budget consensus, says Godongwana
South Africa’s credibility among investors and ratings agencies will depend on whether the government meets the fiscal targets it has set, says Treasury.
Budget 2025: can debt stability lay the foundation for growth?
With South Africa’s debt-to-GDP ratio at 75.1%, Finance Minister Enoch Godongwana faces a tough balancing act – can his Budget Speech reassure investors and spark economic growth?
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
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.
Unit trust outflows hit R6bn, but market performance pushes AUM higher
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
