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Jun 26, 20225 min read
One week before the 2020 US election: What are markets telling us?
With a week to go until the US presidential election, will Joe Biden’s lead in the polls be enough to convince investors that Donald...
Jun 26, 20223 min read
Economic Focus – A quick take on the Medium-Term Budget Policy Statement 2020
Highlights: ■ A marginally worse economic environment relative to the June Special Adjustment Budget as economic growth is revised lower....
Jun 26, 20224 min read
Hard choices and reform implementation key to achieving five-year stabilisation plan
Initial impressions We are slightly more bearish on average on real growth relative to Treasury’s estimate of 2.7% for the next three...
Jun 26, 20222 min read
MTBPS: Government’s commitment to Fiscal Consolidation still intact
Tito Mboweni’s Medium-term Budget Policy Statement (MTBPS) was far from good enough to avoid a debt trap and, combined with the...
Jun 26, 20222 min read
MTBPS commentary snippets from Momentum
Annuitisation from March 2021 Speech: “In the area of social protection, we are happy to announce a historic agreement with all NEDLAC...
Jun 26, 20222 min read
Holding thumbs for Level 1 of Lockdown
As a country, we have cause to celebrate the move to Level 1 of the COVID-19 Lockdown from 1 October. We sincerely hope that South Africa...
Jun 26, 20223 min read
“An individual cannot save SA”
You know a country is in deep trouble when you think an individual can save it. This is the view of Moeletsi Mbeki, political analyst,...
Jun 26, 20224 min read
Increasing need for cross-border estate planning as more SA investors look offshore
Market volatility, a weakening rand, and a steep Gross Domestic Product (GDP) decline of 51% in the second quarter of 2020 are just some...