Category: Press release

Budget 2022: SA takes a step back from the fiscal cliff but risks remain

There is cautious optimism that South Africa’s fiscal picture is improving after Finance Minister Enoch Godongwana delivered his maiden budget speech on Wednesday.

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Finance minister likely to focus on better than expected state finances

Minister Godongwana will deliver South Africa’s Budget Speech on 23 February 2022. These are the important issues he is likely to address.

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The outlook for 2022

Sustainability of economic recovery remains questionable, but not impossible,

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Is a failure to implement reforms quickly enough putting the economy at further risk?

A failure on government’s part to exhibit any sense of urgency to make hard decisions regarding South Africa’s recovery process will exacerbate the country’s current economic challenges.

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SA needs an ideological shift in its approach to the economy

South Africa needs to provide an enabling environment with policy and regulatory certainty if it is to attract foreign and local investment.

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SA’s trade surpluses hide an inconvenient truth

Analysing the reasons for the surplus show that the economy remains in a precarious position and is very vulnerable to the commodity cycle.

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Investor confidence before economic recovery

In order for South Africa to achieve any degree of economic recovery it will need to restore investor confidence in the country as an investment destination. That is a tall order in the existing environment.

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Rising yields, increasing opportunities?

Rising bond yields are one of the investment risks we’re currently seeing, largely as a result of fears that inflation turns out to be higher than investors expect, however, there are still opportunities in the South African bond market.

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Budget 2021: SA running out of time to implement structural reforms

Seismic shifts are required in terms of government ideology to implement the necessary structural reforms

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Time to abandon policies and ideologies that have not worked

The budget speech is on its way. Andrew Duvenage gives his take on what government should do.

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