Stability is not the destination. It is the foundation.
/ 4 March 2026

Stability is not the destination. It is the foundation.

Fiscal discipline, reform momentum and the role of private capital South Africa’s 2026 Budget arrives at a moment defined by both volatility and cautious optimism. National Treasury has projected that the country’s debt to GDP ratio has reached its peak. A primary surplus has been restored and fiscal consolidation has held despite multiple external shocks […]

Budget 2026: Between reform and reality
/ 27 February 2026

Budget 2026: Between reform and reality

South Africa has been given a narrow window to turn the ship around. Whether this Budget becomes a footnote or a foundation depends on what happens next — in Cabinet, in the SOEs, in municipalities and in the daily grind of governance