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What wasn’t said in the budget speech

Finance Minister Tito Mboweni presented National Treasury’s Supplementary Budget to Parliament on Wednesday 24 June. The key takeaway from his speech was urgency: that the decisions taken today will determine whether we take a hard – and probably slow – road to recovery, or if we take the low road, with a slippery slope to economic convulsion within the next two years. To...

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Is now a good time to invest?

“Is now a good time to invest?” is one of the most frequently asked questions in the investment world. And in the current environment, the “no” camp seems to hold greater sway. Only consider the rand’s volatility, an anaemic domestic economy, Eskom’s numerous woes,...

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Electioneering: a sober assessment

CE Dr Adrian Saville gives his views on President Cyril Ramaphosa’s election campaign in the lead up to the general election on May 8th. https://youtu.be/S9yxR_Hh8CU

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The JSE’s best and worst: Q12019

Wessel Joubert talks to CNBC Africa about the JSE’s best and worst performers after the JSE recorded its best first quarter since 2007 https://youtu.be/kTFGKfrIzc4

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Moody’s rating review

CE Dr Adrian Saville discusses Moody’s upcoming investment-grade rating on South Africa https://youtu.be/auOhQKAdBNg

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Modern monetary theory and inflation

CE Dr Adrian Saville discusses modern monetary theory (MMT) and inflation ahead of the South African Reserve Bank’s Monetary Policy Committee meeting https://youtu.be/nFVIkDQxFhc

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Investments: It’s all going to the dogs

One of the first principles in investing is to “buy low and sell high”. A second principle is to avoid the risk of doing the exact opposite, namely “buying high and selling low”. While these two principles seem patently obvious, they can be challenging to implement,...

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