Budget: higher taxes, rising costs, and no relief for households
A phased VAT increase and frozen tax brackets mean South Africans will pay more, while concerns grow over government spending and economic stagnation.
#IzakOdendaal
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.
Copper, commodities, and BHP’s bid: what it means for South Africa’s mining future
The potential acquisition of Anglo American by BHP is part of a larger global trend in the mining industry. Understanding the implications for these trends is essential for JSE investors to make informed investment decisions.
The global investment landscape four years after Covid
The long, painfully slow post-bubble recovery of the Japanese market forces us to ask whether there is a similar risk to the euphoria over AI.
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.
