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Mail & Guardian
investeclatest news & developments
Tinus Rautenbach, Business Head at Clarity
FSCA

Why simplicity is becoming the new currency in trading

Markets have always been complex. What’s changed is how quickly that complexity reaches everyday traders – and how convincingly it can be disguised. In the past year alone, South…

  • Clarity, by Investec
4 min read
ARTICLE

Top-performing funds: navigating markets in a changing global landscape

The global investment environment has become increasingly complex, shaped by geopolitical tensions, technological disruption and shifting economic alliances. In such conditions,…

  • Roslyn Jones
16 min read
Firm: Democratic Alliance finance spokesperson Mark Burke said the DA will not bend on increasing VAT to make up a budget shortfall. Photo: DA/X
2025 BUDGET

Budget impasse down to the wire

Any VAT increase is probably off the table, leaving the treasury to look for revenue without bringing the coalition to the brink

  • Emsie Ferreira
  • Aarti Bhana
8 min read
The South African Reserve Bank is likely to hold interest rates unchanged
BUSINESS

Reserve Bank expected to cut rates by 25 basis points this week

A third consecutive interest rate cut will help stimulate the economy, but the central bank will also be cautious about inflation pressures

  • Aarti Bhana
4 min read
South Africans could face rising living and borrowing costs after inflation accelerated to 4% in April, with economists warning that fuel-driven global price shocks — not domestic demand — are complicating the South African Reserve Bank’s interest rate outlook
BUSINESS

Inflation eases in June to lowest rate this year

Statistics South Africa data released on Wednesday showed that the CPI annual rate was 5.1% in June compared with 5.2% in May This content is restricted to registered users and…

  • Anathi Madubela
1 min read
South Africans could face rising living and borrowing costs after inflation accelerated to 4% in April, with economists warning that fuel-driven global price shocks — not domestic demand — are complicating the South African Reserve Bank’s interest rate outlook
ANNABEL BISHOP

Inflation holds firm in May

Still-sticky inflation could further delay long-awaited interest rate cuts

  • Sarah Smit
1 min read
The Reserve Bank has maintained the repo — at which it lends to commercial banks — steady at 8.25% for five consecutive meetings, since hiking it by 50 basis points in May 2023.
ANNABEL BISHOP

SARB will hold off on rate cuts until July, experts predict

Today’s monetary policy committee meeting comes in the wake of a surprise acceleration in South Africa’s annual inflation rate

  • Sarah Smit
2 min read
Finance Minister Enoch Godongwana. Photo: Dwayne Senior/Getty Images
GOLD AND FOREIGN EXCHANGE CONTINGENCY RESERVE ACCOUNT

Move to tap forex reserve is ‘sensible’

Commentators are cautiously positive about the treasury’s decision to use the Gold and Foreign Exchange Contingency Reserve Account

  • Sarah Smit
5 min read
Investor confidence is low as citizens and domestic private companies stash their cash abroad to protect it from the volatility of the weakened rand. (Getty)
ANDRE CILLIERS

Rand reels amid rates reckoning, braces for election turmoil

The local currency could be in for more volatility as political push-and-pull raises uncertainty

  • Sarah Smit
6 min read
South Africans could face rising living and borrowing costs after inflation accelerated to 4% in April, with economists warning that fuel-driven global price shocks — not domestic demand — are complicating the South African Reserve Bank’s interest rate outlook
ANNABEL BISHOP

Inflation slows again, but interest rate cut is probably still off the table

After the release of the December inflation data, Investec chief economist Annabel Bishop said the Reserve Bank is likely to remain hawkish amid upside risks This content is…

  • Sarah Smit
1 min read
Photo: Dwayne Senior/Bloomberg via Getty Images
ANNABEL BISHOP

Inflation’s defeat is an empty victory

This year will finally see interest rates fall. But whatever relief the Reserve Bank administers, it will have come too late for some

  • Sarah Smit
4 min read
The decision to form a unity government has been broadly welcomed by economists.
BUSINESS

Economy shrinks by 0.2% in third quarter

The GDP decline comes despite an improvement in energy generation during the quarter, suggesting logistical constraints and interest rates are choking the economy This content is…

  • Sarah Smit
1 min read
The South African Reserve Bank is likely to hold interest rates unchanged
ANNABEL BISHOP

Inflation rises towards Reserve Bank’s upper limit, pointing to rate hikes down the line

Despite inflation coming within a hair’s breadth of 6%, there is still reason to believe that the central bank will hold interest rates this week

  • Sarah Smit
2 min read
(Graphic: John McCann/M&G)
BART HENDERSON

Ponzi scheme: BHI Trust inquiry is shrouded in secrecy

Forensic investigator raises the alarm over the decision to hold an in-camera inquiry into the swindle in which investors lost billions and calls for the minister of finance to…

  • Lyse Comins
9 min read
Investec has terminated its business relationship with Global & Local, the financial intermediary associated with the R2,7 billion BHI Trust financial scandal that has rocked South Africa. Photographer: Waldo Swiegers/Bloomberg via Getty Images
BHI

BHI Ponzi scandal: Investec cuts ties with Global & Local

The bank is terminating its relationship with the financial intermediary which is now directing clients to a business that has a director in common with BHI Trust’s administrator

  • Lyse Comins
8 min read
Imtiaz Sooliman, of Gift of the Givers.
CIVIL UNREST

Imtiaz Sooliman praises ‘resilient’ South Africans

Most citizens choose not to burn schools, houses and roads or loot in protest, even as they starve

  • Lyse Comins
7 min read
While a higher inflation rate may otherwise inspire increased hawkishness in the South African Reserve Bank’s monetary policy committee — which meets this week — analysts expect that the repo rate will be kept on hold again. (Delwyn Verasamy/M&G)
ANNABEL BISHOP

Reserve Bank expected to look past slight inflation uptick

Inflation accelerated to 4.8% year-on-year in August, up from 4.7% in July, according to data from Statistics South Africa

  • Sarah Smit
2 min read
Consumer confidence has rebounded from the low recorded in the second quarter, but it remains firmly within depressed territory. Photo: Waldo Swiegers/Bloomberg/Getty Images
ANNABEL BISHOP

Depressed consumer sentiment lifts slightly

The improvement in confidence was helped by the change in attitude of affluent consumers, who were spooked by severe load-shedding and the Russian cargo ship debacle in the…

  • Sarah Smit
3 min read
South Africa’s economy expanded by a marginal 0.1% in the first quarter of 2025
ANNABEL BISHOP

SA’s economy records better-than-expected growth

A boost to manufacturing and agriculture’s rebound has seen the country’s GDP expand 0.6% quarter-on-quarter

  • Sarah Smit
3 min read
with interest rates expected to remain elevated for some time, prospective homebuyers may be better off holding back a little while longer. Photo: Jacques Stander/Gallo Images
ANNABEL BISHOP

EXPLAINER: Even as inflation falls, homebuyers hold off

Interest rates will probably remain much higher than their pre-pandemic average, as the Reserve Bank guards against ongoing inflation risks

  • Sarah Smit
5 min read