Holding the line: fiscal discipline takes centre stage
National Treasury Director-General Duncan Pieterse says South Africa’s core fiscal challenge is structurally low economic growth that trails population expansion.
#SanishaPackirisamy
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.
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.
SARB’s first rate cut in four years sparks debate on interest rate trajectory
How low will the repo rate drop, and how fast? Economists share their insights.
Global economic outlook hangs in the balance amidst geopolitical uncertainty
Momentum Investments’ Market and Economic Outlook – January 2024 highlights worldwide elections, geopolitical tensions, and South Africa’s challenges.
