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Food for Thought


Overcoming the cycle of “shirtsleeves to shirtsleeves”
The process of passing wealth and leadership across generations is a cornerstone of family businesses and dynasties. Legacy wealth...
Roelf Botha
Sep 23, 20244 min read
34

Manufacturing sales hit new record in November
Stage 6 load-shedding, decaying roads, higher interest rates & inflation and a generally incompetent public sector, especially at...
Dr. Roelof Botha
Jan 19, 20232 min read
18

Solar power should be the ANC's top priority
A closer look at the key priorities identified by the ANC at its 55th National Conference reveals an interesting ranking order; with one...
Dr. Roelof Botha
Jan 10, 20233 min read
36

OIG Monthly Market Review
The month of September lived up to its historical standing of being the worst month of the year, as it was marked with aggressive...
Gordon Loubser-Hattingh
Nov 3, 20225 min read
10

Balance of payments in good shape
Ever since the recovery from the worst of the Covid-pandemic began in 2020, South Africa’s international trade has blossomed, with the...
Dr. Roelof Botha
Jul 5, 20223 min read
16

All-time record for manufacturing sales
In March, South Africa’s manufacturing sector recorded its highest ever level of sales (at current prices). At R249-billion, the March...
Dr. Roelof Botha
May 18, 20222 min read
29

Exports surge to new record in March
South Africa’s export trade continues to set new records, a trend that commenced during the second year of the Covid pandemic. At just...
Dr. Roelof Botha
May 3, 20223 min read
22

Retail still on the road to recovery
Retail trade sales have started the year on a positive note, with nominal growth of more than 7% recorded for January and February...
Dr. Roelof Botha
Apr 14, 20222 min read
31

Boost for new Growth Policy
President Cyril Ramaphosa had every reason to be pleased with the outcome of South Africa’s fourth Investment Conference, which was held...
Dr. Roelof Botha
Apr 4, 20223 min read
11

HOT TOPIC | New offshore limits - Regulation 28
The offshore limit changes within regulated pension funds will allow managers to further diversify portfolios
Gordon Loubser-Hattingh
Mar 29, 20221 min read
58

CAPITAL MARKET REACTION TO WAR IN UKRAINE
Two decades ago, the delegates at the annual gathering of the World Future Society, whose historical members include Carl Sagan, Alvin...
Dr. Roelof Botha
Mar 7, 20224 min read
35

South Africa's Fiscal affairs turn the corner
Finance Minister Enoch Godongwana probably cannot believe his luck. It is highly unlikely that a taxation revenue overrun of the...
Dr. Roelof Botha
Feb 24, 20223 min read
21

Exports surge to new record
South African exports increased to an impressive new record in 2021.
Dr. Roelof Botha
Feb 4, 20223 min read
36

Retail slow to recover from Covid
Retail trade sales, which represent close to 20% of South Africa’s GDP, still face a long road ahead to full recovery from Covid pandemic.
Dr. Roelof Botha
Jan 25, 20223 min read
21

Final chance to maximise your tax benefits | Tax year 2022
Taxpayers still have time to maximise their tax benefits before end of February 2022
Optimum Group
Jan 20, 20221 min read
26

Manufacturing sales in growth mode
The manufacturing sector is heading for a splendid finish to 2021, with November’s nominal sales figure within touching distance of R250B
Dr. Roelof Botha
Jan 18, 20223 min read
19

Rand under pressure from higher US bond yields
Ever since August, most currencies have taken a knock against the US dollar...
Dr. Roelof Botha
Jan 6, 20222 min read
18

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
Dr. Roelof Botha
Jan 3, 20223 min read
43

The rand - where to next?
Over the past couple of months, the South African rand has suffered the same fate as most emerging market currencies...
Dr. Roelof Botha
Dec 8, 20215 min read
39

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...
Dr. Roelof Botha
Nov 15, 20214 min read
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