Rand wobbles, markets react – but Budget delay isn’t a crisis (yet)
Financial planners weigh in on the fallout and why investors should stay calm.
#economicgrowth
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?
Surrenders and competition challenge the insurance market, says Moody’s
Life insurers are expected to maintain steady profitability, but policy surrenders and competition-driven pricing pressures could impact long-term growth.
Bank of America predicts only one repo rate cut this year
Stable growth and fiscal discipline could see South Africa’s credit rating rise two notches in the next three years.
The two key risks investors should watch amid the Trump noise
Old Mutual Wealth’s Izak Odendaal believes the only two risks that should concern investors are the US economy going into a recession and the Fed hiking interest rates.
Concern over decline in matric candidates writing STEM gateway subjects
This has negative implications for the country’s economic growth and the learners’ career prospects in a rapidly changing work environment.
Municipal infrastructure: a complex landscape with emerging opportunities
Public-private partnerships and sustainable projects are opportunities for impactful, long-term investment in essential services and economic growth.
Is South Africa back on track?
While challenges remain, improvements in energy supply, the rand, and infrastructure investment offer hope for future growth, provided the government continues to deliver on its promises.
SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
Fiscal challenges: insights from the 2024 Medium-Term Budget Policy Statement
The Medium-Term Budget Policy Statement reveals a budget surplus and reduced wage bill, but it warns of ongoing financial pressures due to modest economic growth projections.
Rethinking inflation: SARB’s governor on achieving lower rates without sacrificing growth
Having reached the target of 4.5% with ‘little or no cost’, Lesetja Kganyago argues that South Africa can achieve permanently lower inflation and interest rates.
Building South Africa’s future: can infrastructure investment overcome regulatory hurdles?
Mika Adsetts, global chief investment officer of Momentum Multi-management, says that while PPPs are crucial for advancing infrastructure goals, an array of investments is key to scaling these projects.
