Who do we thank- the Federal Reserve Bank?
South Africans this week benefitted from a powerful demonstration of our integration into global capital markets. On Tuesday November 14th, the interest yield on the key ten-year US Treasury Bond fell...
View ArticleLooking closely at the Foreign Exchange and Cash Reserves of SA. There are no...
The RSA can hope to raise tax revenues at a faster rate and reduce the pace at which government spending is growing to escape the debt trap. Reversing the direction of government spending and revenues...
View ArticleConversation with Avery on the Monocle Banking Podcast
https://podcasts.apple.com/za/podcast/the-monocle-banking-podcast/id1714449953
View ArticleAre movements in the ZAR/USD exchange rate a mystery?
Brian Kantor and David Holland A great deal of commercial, domestic, and speculative energy is spent pondering the future of the rand (ZAR). The foreign exchange value of the rand will remain highly...
View ArticleThe rose garden of good government seems far away
They never promised us – nor did we realistically expect – a public sector in SA that performs as well as they seemingly do in say Scandinavia. What we have in SA is however widely recognised as an...
View ArticleA new fiscal order beckons.
The National Budget to be presented next Wednesday may well be the last under the full control of the ANC led government. The ANC may need support the from other parties to govern after the elections...
View ArticleThe Budget Promise- will it be fulfilled?
Introduction In my pre-Budget comments I had argued that SA could only hope to for SA to escape its debt and slow growth trap by ensuring that government spending and revenues grow no faster than the...
View ArticleThe Shoprite Story. How impressive is it really?
Shoprite is an outstandingly successful South African business as its interim results to December 2023 confirm. It has grown rand revenues and volumes by taking an increased share of the retail...
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