Running on empty: How rail failure turned fuel shock into economic crisis
We are now seeing what was always coming. The surge in global oil prices, driven by escalating tensions in the Middle East, has fed directly into South Africa’s... Read more.
Post-Budget reality: Bond markets are not a growth strategy
Now that the Budget dust has settled, the headline is clear: stability has been prioritised. Finance Minister Enoch Godongwana delivered a fiscally cautious budget... Read more.
Budget 2026: Fiscal credibility requires a growth pivot
As Finance Minister Enoch Godongwana prepares to table the national Budget, the emphasis is likely to remain on fiscal consolidation, debt stabilisation and expenditure... Read more.
South Africa cannot stimulus its way out of unemployment
South Africa’s 2026 State of the Nation Address and the accompanying Presidential Employment Stimulus report tell a familiar story: cautious optimism, long lists... Read more.
Why I am sceptical of the IMF’s latest South Africa growth forecast
The IMF’s latest upward revision of South Africa’s growth outlook to around 1.4%-1.5% appears optimistic given both domestic structural constraints and a rapidly... Read more.
