What do we do now? April 2025 The words destabilised and unbalanced inform our current view of the geopolitical, macroeconomic and investment landscape. The younger iteration of myself understood, from a purely theoretical perspective, the psychological and emotional anguish that comes with investing in global capital markets particularly during tumultuous geopolitical and...
Eating a R1 million dinner
What if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot? read more
Eating a R1 million dinner
If you received a R1 million bill with your restaurant dinner, your jaw would likely hit the floor. But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot? This is because of the potent combination of compound...
Japanification and monetary policy
CE Dr Adrian Saville talks Abenomics and this week’s interest rate announcement. https://youtu.be/bIDGBn3WVLI
The Investment case for Aspen.
CE Dr Adrian Saville discusses the environment and investment case for the pharma giant. https://youtu.be/4-vUW48g6fM
Why SA’s 51% GDP contraction is no big deal
Whichever way you slice the statistics, South Africa Inc is in deep, deep trouble. read more
GDP, Lies, Damned Lies and Statistics
CE Dr Adrian Saville focuses on the horrific headline figure of minus 50% GDP contraction in the second quarter for South Africa. https://youtu.be/BAOp_tCozXM
Eskom gets tough on Municipal debt
Eskom is clamping down on municipalities that owe the power utility billions of rand. read more
A repo rate cut no more than a Band-Aid
SA’s cash-strapped consumers would look to the SARB for a further easing or maintenance of monetary policy. read more
Historic collapse in GDP ups the ante
South Africa’s economy has grown in only three of the ten quarters that Ramaphosa has been president, highlighting the local economy’s structural weakness and emphasising that COVID-19 might be the catalyst of “second quarter economic collapse”, but it is not the...
Historic collapse in GDP ups the ante
All eyes will be watching to see how the latest GDP figures impact the MPC’s interest rate decision next week, as well as eagerly awaiting the upcoming October MTBPS. read more
SA’s GDP falls 51%
CE Dr Adrian Saville talks to SAFM Radio about SA’s 51% fall in GDP, and where to from here. listen up
Making “cents” of the rand
CE Dr Adrian Saville tackles the issue many of us are grappling with when it comes to “making cents of the rand.” https://youtu.be/EDTx2wI0IBc