Momentum Investments

With the right amount of planning, political coalitions can work – and even create the environment for better economic solutions

As the world changes, so are the trends that influence your investment decisions, but long-term planning remains key

Finance Minister Enoch Godongwana has emphasised the need to address supply-side constraints, such as the country’s energy and logistics crises

A wider Middle East war would hit an already fragile and fragmented economy.

Mining windfall helped SA’s financial position, but lower revenues and additional spending will delay the end of fiscal consolidation

Chile and Brazil are leading the pack with their recent interest rate cuts but South Africa is on its own timeline

A bigger alliance will give the group extra economic heft, but it remains to be seen whether its members can speak in one voice

The currency, which is usually a bellwether for other emerging markets, has diverged from global trends – thanks in large part to the energy crisis

The architecture of the global financial system hurts emerging market economies but the alliance has yet to offer an alternative

The utility’s R400 billion debt has fed into the country’s 15-year energy crisis and low growth potential, which has been identified as a key credit weakness

The government has struggled to claw back business confidence after the state capture years.

Growth in the third quarter is encouraging, but analysts have cautioned against viewing the data as a sign of the economy’s improved health

Fiscal consolidation is drawing to a close as the public purse was boosted by commodities, but the treasury will probably continue exercising restraint

Commentators have weighed in on the Transnet strike’s economic hit, but strike season isn’t over yet

Global dynamics and South Africa’s energy crisis will weigh on domestic growth for years to come. But green investment could, eventually, resuscitate the economy