Global (excl USA) - Institutional
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
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
“All the water that will ever be is, right now.” – National Geographic
The same, but on steroids.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
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
Budget delivers good news, but some assumptions may prove too optimistic
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
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
Investment opportunities in the eyecare industry
We can’t afford not doing better
“Battles are never the end of the war” – former US President James Garfield
Restoring confidence is key to growth recovery
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
Highlights from ‘Talking Investments with Coronation’
The way in which financial markets respond to US rate expectations is important
“The trouble is, you think you have time.” – Gautama Buddha
Tighter financial conditions are the greatest near-term threat to global growth
It was always going to get messy
Land reform under new leadership – both risk and opportunity
Real change will depend on the will to fight
International growth looks solid, but be wary of a concentrated consensus
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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