News
UK property still appeals to SA: undersupply, 8% net yields, low rates
2+ hour, 26+ min ago (175+ words) Sable explores UK property investment opportunities, yields, mortgages, risks, and strategies for South Africans seeking stable offshore returns....
When a system learns to live with uncertainty: SA's economic drag
1+ day, 22+ hour ago (493+ words) Analysis of South Africa's hidden R660bn economic cost driven by systemic uncertainty, verification failure, and institutional fragility risk....
The Robin Hood state is coming for the rich
1+ day, 15+ hour ago (1245+ words) Global inequality rose since the 1980s, but more progressive taxes and transfers have offset much of the gap, sparking debate on taxing the rich....
Section 12 J Exit Fund Launch
6+ day, 1+ hour ago (336+ words) This year marks the maturity of all Section 12 J investments, and investors are waiting in anticipation to see whether their return expectations will be met. Although the investment had an attractive upfront tax benefit, the incentive came with a drawback…...
Kenneth Rogoff on Biz News: Will AI solve rich countries" debt woes?
5+ day, 18+ hour ago (353+ words) Key topics: AI may boost output but worsen deficits via weaker tax base Job losses, disruption, and fast labor market shifts expected AI risks include deepfakes, c By showering governments with higher tax revenues, the thinking goes, AI will leave…...
SARB to "respond" (ie raise rates) if Iran war inflation risk persists
5+ day, 23+ hour ago (176+ words) Key topics: SARB may hike rates if war-driven inflation persists Oil surge, weak rand raise inflation risks outlook Markets price rate hikes amid global oil supply Traders are also pricing in one more hike of the same size by the…...
Wietze Post: Duck curves, day-night inversion and the coming zero-demand hours
1+ week, 18+ hour ago (493+ words) Key topics: Eskom demand falling due to solar adoption; duck curve emerging Diurnal inversion: solar cuts daytime demand; batteries shift load to night Eskom reven...
Members Only: Boardroom Talk - Market shock flips to surge as oil drops and the rand rockets
2+ week, 5+ day ago (135+ words) In this Members Only episode of Boardroom Talk, Alec Hogg unpacks one of the most dramatic 24-hour market reversals in years. After weeks of geopolitical tensio In this Members Only episode of Boardroom Talk, Alec Hogg unpacks one of the…...
South Africa leads emerging market rally after Iran ceasefire
2+ week, 6+ day ago (312+ words) Key topics: Rand jumps 2. 9%, biggest gain since Dec 2017 amid EM rally SA 10-year bond yield falls 54bps, largest drop since Mar 2020 Stocks surge as ceasefire lif On Wednesday, South Africa's currency led gains as it strengthened 2. 9% by 3 p. m Oil prices plunged,…...
BNC#8 Dawie Roodt Q&A: SA is falling behind - The hard truth about growth, taxes and the economy
3+ week, 5+ day ago (1714+ words) South Africa stands at a crossroads: lagging growth, rising pressure on taxpayers, and a state stretched to its limits. This sharp discussion contrasts the US, South Africa stands at a crossroads: lagging growth, rising pressure on taxpayers, and a state…...