How the economy and the bond market influence the Budget
South Africa’s core fiscal challenge is to get the gap between economic growth and the cost of borrowing back into positive territory.
#interestrates
Budget 2024: Advice is critical to helping consumers navigate financial pressures
Financial advisers can guide their clients on how to manage the knock-on effect of rising costs without compromising their long-term financial wellness.
Selling SA at Davos: the challenge of attracting foreign direct investment
Reducing regulation, lowering the cost of doing business, and tapping into the infrastructure asset class can position SA to attract FDI, says Izak Odendaal.
Anglo stock investment cycle: time to stay or time to go?
Ryk de Klerk delves into commodity trends, market divergence, and strategic insights, giving a comprehensive analysis of Anglo-American PLC in the current economic landscape.
Outlook for 2024: new transitional phase will boost risk assets
The asset classes that performed best in the recessionary cycle are unlikely to repeat their superior performance in the transition to the initial stages of accelerated growth.
New investment up-cycle: risk-on strategies to last to the end of 2024
The behaviour of the US equity market over the next quarter or so will baffle many investors and financial advisers, as it will appear to be disconnected from the US economy.
