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Economic views
Is economic optimism warranted by political change?It always seems impossible until it’s done.” – former President of South Africa, Mr Nelson Rolihlahla Mandela
October 2024 · 14 min read
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All articles in Economic views
- “If you want peace, you don’t talk to your friends. You talk to your enemies.” – Archbishop Desmond Tutu
Amidst a myriad of datapoints and a looming general election, what’s in store for the local economy heading into the second quarter of 2024? Join investment specialist Kim Deane and Economist Marie Antelme as they discuss the need-to-know highs and lows.
And your annual tax incentives reminder.
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
He who is not prepared today, will be less so tomorrow – Ovid
“All the water that will ever be is, right now.” – National Geographic
The same, but on steroids.
And your annual tax incentives reminder.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
An assessment of current economic conditions and global and local outlook for 2023.
A challenging balance between inflation and growth.
Coronation’s evaluation of the energy plan concludes that loadshedding can reduce dramatically within four years.
A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.
“The president can't change the country on his own. But what can he do? He can give an example.” - Volodymyr Oleksandrovych Zelenskyy; President of Ukraine
Key take-outs from the Budget announcement and your annual tax incentives reminder.
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Inflation – it’s time to pay attention
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
Post-pandemic recovery in the balance of vaccines and a return of confidence
Vulnerabilities increase the risk of longer-term damage
Transformation through green initiatives and new demand sources
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
We can’t afford not doing better
Investment opportunities in the eyecare industry
“Battles are never the end of the war” – former US President James Garfield
Let us not waste another crisis
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
Significant opportunities may underlie a bleak outlook
Restoring confidence is key to growth recovery
Transformative policy paper needs strong implementation
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
The economic cost of rent seeking
World economy balancing on regional tensions and precarious geopolitical alliances
Government’s management of the power crisis will be telling of its broader capacity for reform
The way in which financial markets respond to US rate expectations is important
“The trouble is, you think you have time.” – Gautama Buddha
Reflecting on a tough year
Tighter financial conditions are the greatest near-term threat to global growth
It was always going to get messy
South Africa’s prospects are looking better, but durable change needs vision and consensus
Land reform under new leadership – both risk and opportunity
Real change will depend on the will to fight
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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