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Food for Thought
Dr. Roelof Botha
Jan 6, 20222 min read
Rand under pressure from higher US bond yields
Ever since August, most currencies have taken a knock against the US dollar...
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Dr. Roelof Botha
Jan 3, 20223 min read
Festive capital market mood for South Africa
According to Bloomberg's ranking of 46 global bond markets, SA won the gold medal in 2021, outperforming every country of noteworthy credit
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Dr. Roelof Botha
Nov 15, 20214 min read
Post-election economic prospects
Most South Africans probably sighed with relief after the conclusion of the municipal elections. During the campaigning for votes by the...
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Dr. Roelof Botha
Apr 15, 20213 min read
Mineral Sales Keep Breaking Records
Boosted by signs of a new commodity price super-cycle, South Africa’s mineral sales keep on moving into higher gear
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Dr. Roelof Botha
Mar 30, 20213 min read
Land Reform – Approach with Extreme Caution
t is a debate that should be taken seriously, as the wrong approach towards land reform could condemn South Africa to a very lengthy and deb
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Dr. Roelof Botha
Mar 18, 20213 min read
Further Recovery of The Construction Sector
In line with a host of other key indicators, the construction sector is exhibiting a swift return to pre-pandemic levels of economic activit
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Dr. Roelof Botha
Mar 10, 20213 min read
Key growth driver lurking in 2020 GDP figures
The damage inflicted on the economy in 2020 as a result of the Covid-19 pandemic turned out to be less severe than generally anticipated.
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Dr. Roelof Botha
Mar 1, 20213 min read
Swift Economic Recovery Reflected In Budget
Judging by the initial capital market reaction to the 2022 National Budget, Finance Minister Tito Mboweni has received a thumbs-up. The...
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Dr. Roelof Botha
Feb 23, 20213 min read
Retail Shines In December
Earlier predictions over a gloomy retail outlook for the festive season have been proven wrong, with December’s retail trade sales reaching
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Dr. Roelof Botha
Feb 16, 20213 min read
Business Confidence Remains Sound
It is rather disingenuous to suggest that South Africa is experiencing a crisis of confidence when the most authoritative and up-to-date ind
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Dr. Roelof Botha
Feb 15, 20213 min read
Platinum Heading North at Pace
Booming mineral sales have made a huge difference to South Africa’s balance of payments during 2020 and the current commodity upswing...
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Dr. Roelof Botha
Feb 1, 20213 min read
Mortgage Loans Bounce Back
The value of net new mortgage loan advances is the latest in a string of key economic indicators exhibiting a V-shaped economic recovery...
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Dr. Roelof Botha
Jan 26, 20213 min read
Interest Rates To Remain Low
Indebted South Africans would have been relieved by the recent decision of the Reserve Bank’s monetary policy committee (MPC) to keep its of
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Dr. Roelof Botha
Jan 4, 20213 min read
Growth Drivers Point To Stellar 2021
Now that the curtain has been drawn on one of the most traumatic years in modern history, attention turns to prospects for further...
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Dr. Roelof Botha
Dec 14, 20202 min read
3rd Quarter GDP Provides Some Cheer
GDP data can reflect a quite divergent picture when viewed from two different perspectives, each being 100% accurate, but one...
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Dr. Roelof Botha
Dec 4, 20203 min read
Rand recovery - Where to next?
November was a really bad month for the US dollar, which depreciated notably against the Euro, the Australian dollar, and virtually
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Dr. Roelof Botha
Nov 19, 20203 min read
What a Difference a Vaccine Makes!
Three major announcements by two different pharmaceutical companies searching for a vaccine against Covid19 dramatically altered the fortune
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Dr. Roelof Botha
Nov 6, 20202 min read
Emerging Markets To Benefit From Us Elections
Most of the analysts at key financial institutions, including Renaissance Capital and JP Morgan Asset Management, believe that a...
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Dr. Roelof Botha
Oct 31, 20203 min read
Mini-Budget Strikes A Good Balance
Now that the dust has settled from the initial reaction to the mini-budget, it is useful to take a sober look at the essence of South...
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Dr. Roelof Botha
Oct 19, 20203 min read
Recovery Plan Fundamentally Sound
Pres. Cyril Ramaphosa’s much anticipated Reconstruction and Recovery Plan (RRP) has been welcomed by the business fraternity at large.
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