Tag:
South Africa
Ghost Stories
Ghost Stories #93: Budget Speech 2026 – a pivot to stability
South Africa’s 2026 Budget Speech announced a mix of bold, interesting and ultimately positive changes - especially for small businesses and South African investors. With pro-business policies that signal economic stability, could this be a turning point for the country? Tertius Troost (Associate Director - Tax Consulting at Forvis Mazars) joined me to unpack a "boring" budget (in a good way) that represents a pivot to stability.
Podcasts
INVESTEC PODCAST: Mini-budget preview: Improved outlook for state finances?
In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October.
Sponsored
TreasuryONE Budget Conference
In a TreasuryONE panel discussion with Dr Azar Jammine, George Glynos and Songezo Zibi, I gained plenty of insights into the Budget Speech. I suggest that you do the same.
Chris Gilmour
Don’t get ahead of yourself
After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.
Chris Gilmour
The resilience of SA retailers
Is South Africa really an emerging market? Our electricity supply certainly suggests so. But if you dig into our retail industry, you'll find world-class resilience. Chris Gilmour explains.
Chris Gilmour
July sales data: all about the base
The July 2022 sales data from Stats SA looks great, until you remember what happened in July 2021. Chris Gilmour digs a bit deeper into the numbers.
Property
A closer look at Vukile
Vukile Property Fund offers Spanish and South African exposure. The recent release of a debt raise roadshow presentation caught Ghost Grad Kreeti Panday's eye.
Construction
South Africa needs to catch up on infrastructure spend
Comparing South African infrastructure spend as a percentage of GDP relative to other countries tells an interesting story.
