Sanisha Packirisamy, Chief Economist at Momentum Investments Read their full report here. ENDS
Investment / Asset Management
Black Friday 2025: A stress test for SA consumer strength
Casey Sprake, Economist at Anchor Capital As Black Friday 2025 approaches, it is increasingly becoming a fixture in South Africa’s (SA) retail calendar and a surprisingly valuable...
The AI revolution: Learning from past bubbles
JC Xue, Portfolio Manager at Foord Asset Management Artificial intelligence is transforming industries and reshaping how we work, communicate and invest. History reminds us that every...
How to safeguard your investments
Twanji Kalula, communications manager at Allan Gray The Association for Savings & Investment South Africa (ASISA) recorded a 26% year-on-year uptick in the number of fraud cases...
Infrastructure investing: Transforming a price-takers market
Michelle Green, Credit Analyst and Chair of the ESG Committee, at Prescient Investment Management South Africa has bold ambitions to unlock over R1 trillion in infrastructure spend. If...
On track
Izak Odendaal, Investment Strategist at Old Mutual Wealth It is always good to have an example of how not to do something. After five frustrating weeks, the US government shutdown has...
Moving to term ZARONIA: What it is, how it differs from compounded ZARONIA, and why it matters now
Jan Kruger, Partner and Alison Mellon, Knowledge Lawyer, at Bowmans South Africa’s transition from JIBAR to ZARONIA has primarily focused, and continues to focus, on daily ZARONIA...
Beyond the rally
Jeremy Gardiner, Director at Ninety One 2025 has been an exhausting year. Growth forecasts at the beginning of the year were strong and the world was optimistic. Three months...
A vote of confidence: SA’s credit story turns a corner
Sanisha Packirisamy, Chief Economist at Momentum Investments Ratings agency S&P Global upgraded South Africa’s (SA) foreign currency long-term sovereign credit rating from BB- to...
Targets met, reforms on track: South Africa’s fiscal path gains credibility
Sisamkele Kobus, Fixed Income Analyst at Ninety One South Africa’s reform agenda continues to momentum. The latest Medium-Term Budget Policy Statement (MTBPS) not only met expectations...
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