South African elections to bring new challenges for ruling ANC
South African elections will bring uncertainty to the policy outlook
South Africa: Key takeaways from the 2023 budget
South Africa’s budget announcement yesterday should offer at least some near-term comfort to investors. The backdrop of a worsening energy crisis…
FX Daily: Wake up call for dormant FX market
FX markets have been becalmed over the last two weeks as participants tidy up positions for year-end and await the next key input into the global macro…
Despite some good news in the 2021 budget, challenges in restoring debt sustainability remain ahead of us, notably in tackling public sector wages,…
Last week’s Medium Term Budget Policy Statement (MTBPS) served as an opportunity for the National Treasury to double down on its commitment to…
South Africa budget: A Herculean task awaits
South Africa: Fiscal consolidation remains a distant hope
South Africa budget: Resignation or wake-up call?
Assessing rate hike pressures for Japan and South Korea
A prescription for power – China's biotech boom and the new global…
G10 FX Talking: Dollar upside looks limited
South Africa: Trump’s unwelcome attention
Emerging markets: A test of nerves
