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Food for Thought


Inflation firmly under control again
Following a consistent and fairly sharp downward trend in the consumer price index (CPI) since the third quarter of 2023, the pace of...

Dr. Roelof Botha
Jan 25, 20242 min read
22


Bright start to the New Year
Despite being greeted by a return to electricity rationing, January has witnessed a number of positive trends in key economic data sets,...

Dr. Roelof Botha
Jan 18, 20242 min read
18


Inflation - The worst may be over
This week’s release of the October consumer price index (CPI) brought some bad news, with the annualised rate of consumer inflation...

Dr. Roelof Botha
Nov 23, 20232 min read
16


Inflation remains within SARB’s target range
Although inflation, as measured by the consumer price index (CPI) increased marginally from 4.8% to 5.4% in September, there should be no...

Dr. Roelof Botha
Oct 19, 20232 min read
15


Stellar improvement in construction activity
The resilience of the South African economy during the second quarter of the year has been showcased by the construction sector, with...

Dr. Roelof Botha
Sep 14, 20232 min read
14


Inflation firmly under control
As predicted in a recent edition of “To the Point”, South Africa’s consumer price inflation (CPI) has fallen to well within the Reserve...

Dr. Roelof Botha
Aug 24, 20232 min read
18


Total disposable income of households still rising
The Altron-FinTech Household Resilience Index (AFHRI) for the first quarter of 2023 has predictably taken a dip as a result of financial...

Dr. Roelof Botha
Jul 20, 20233 min read
9


Rand recovers on back of lower US inflation
June witnessed one of the highest ever spreads in currency value changes against the US dollar, mainly due to the huge gap between the...

Dr. Roelof Botha
Jul 6, 20232 min read
21


Inflation on its way down
Consumers would have been delighted by this week’s announcement of lower consumer inflation. The May reading of the consumer price index...

Dr. Roelof Botha
Jun 22, 20232 min read
5


NVIDIA joins $1 trillion club via generative AI
The approach of summer solstice in the Northern Hemisphere has been accompanied by a proverbial storm in the format of a brand new...

Dr. Roelof Botha
Jun 15, 20233 min read
14


Inflation bound to decline further
From the perspective of indebted households and businesses, the latest reading of the producer price index (PPI) is good news indeed....

Dr. Roelof Botha
May 10, 20233 min read
18


Interest rates hurting household finances
The latest reading of the Altron FinTech Household Resilience Index (AFHRI) confirms the mounting financial pressure facing South African...

Dr. Roelof Botha
Apr 26, 20233 min read
17


Budget 2023/24 – emphasis on renewable energy & tax breaks
The 2023/24 national budget delivered by Finance Minister Enoch Godongwana has been met with a favourable initial response by...

Dr. Roelof Botha
Feb 23, 20234 min read
114


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


South African farmers excel in food security
In the midst of the frustration with electricity rationing, higher inflation and a global economic slowdown, South Africans can find some...

Dr. Roelof Botha
Oct 25, 20223 min read
11


No universal remedy for containing inflation
South Africa’s consumer price index (CPI) is following the universal trend of steadily increasing, but at a markedly slower rate than...

Dr. Roelof Botha
Apr 22, 20223 min read
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