May 2023

The Ugly future of the SA Economy as government undermines the West

The risks to the economy and financial system that the ANC’s flirting with Vladimir Putin’s Russia poses, have been spelled out in no uncertain terms by the South African Reserve Bank. The Reserve Bank does not engage in alarmist language, so when it warns of the government’s flirtation with Russia’s economic and financial system, it […]

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MINDFUL INVESTING in tumultuous times | Q1 2023

US economic growth is moderating from healthy levels due to headwinds from sharply rising interest rates, waning fiscal stimulus, less buoyant residential investment, notably higher consumer inflation and subdued business sentiment given geopolitical concerns. The US labour market remains resilient with household balance sheets robust, although consumer confidence is low. Europe’s economy is weak, with

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