South Africa - Personal
Articles about
SA credit rating
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
But depressed growth and further Eskom support weigh heavily on government
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
Government’s management of the power crisis will be telling of its broader capacity for reform
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
South Africa’s prospects are looking better, but durable change needs vision and consensus
Renewed optimism and contained inflation could benefit government bonds
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