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More by Isaah Mhlanga…
Hawkishness heard from Reserve Bank
The South African Reserve Bank kept the policy repurchase rate unchanged at 8.25% at the March Monetary Policy Committee meeting and kept its forecasts largely unchanged, writes Isaah Mhlanga.
When assessing the future, the trend is your friend
Technocrats and market watchers, including myself, have a liking for accuracy to the fourth decimal place, which makes sense when dealing with currencies and trades of a couple of billion
Hard choices ahead for Godongwana in upcoming budget
The minister of finance will on Wednesday table the 2024/25 budget in a challenging global and domestic environment. These challenges necessitate hard choices and trade-offs that will be complicated by the upcoming general elections, writes Isaah Mhlanga.
Poll or no poll, the Reserve Bank does its own thing
Independence is demonstrated by decisions during election years, even though the debt-to-GDP ratio is less prudent
The outlook for 2024? Challenging and volatile
This year will likely be one of the most challenging for policymakers, and very volatile for financial markets.
General decline due to lack of investment
As usual, when GDP statistics were released this week, there were various analyses of what this means for South Africa.
Reserve Bank had good reasons to keep the repo rate steady
Headline consumer price inflation (CPI) for October surprised to the upside, jumping to 5.9% year on year, up from 5.4% in September and higher than the market expectation of 5.6%.
Israel-Hamas war could escalate, leading to oil crisis
With a little over 30 days to December 15, when many South Africans go on leave, it is useful to assess where we are in global markets, writes Isaah Mhlanga
Disinvestment narrative seems to have been overblown
Are offshore investors dumping SA? The data does not support this, writes Isaah Mhlanga
Middle East war is ominous for South Africa
The conflict is likely to drive up energy prices, which will fuel inflation. Our partnership with Iran in Brics also raises concerns, writes Isaah Mhlanga






















