The anatomy of a retreat: Why the ANC blinked on the VAT increase What precipitated the party’s climbdown on the VAT issue?… Tim CohenGiulietta Talevi April 25, 2025 Politics
ANC, claiming it is not ‘anti-business’, mulls ditching VAT hike Amid the furore over the budget, the ANC is now apparently looking for ways to scrap the VAT hike and find the money to… by Rob Rose April 14, 2025 Opinion·Politics
Clash of wills: Will the DA stay or will it go? The ANC and DA have begrudgingly agreed to further talks on the GNU. But tensions between the two parties are running high… by Rob Rose April 9, 2025 Politics
The argument in favour of the DA leaving the GNU No-one wants the DA to leave the GNU. But the ANC has broken trust with its coalition partner… by Tim Cohen April 7, 2025 Opinion·Politics
Alas, poor GNU — last rites for the coalition The unity government looked like an opportunity to reshape South Africa’s economy. After the budget debacle, it looks all but dead… Vernon WesselsRob Rose April 4, 2025 Politics
Standard rides the lending wave Standard Bank CEO Sim Tshabalala expects strong growth in loans to continue as households and businesses take heart from greater political stability… by Vernon Wessels March 14, 2025 Investing & Finance
All eyes on Godongwana as Doge-style cuts mooted South Africa faces devastating consequences if its budget fails again. Critics want a US-like Doge to slash bureaucracy.… Vernon WesselsRob Rose March 10, 2025 Economy & Markets
Budget interruptus: Mayhem as GNU rejects VAT hike It was mayhem in parliament on Wednesday as the National Treasury’s budget was pulled – hours after being released to journalists and economists… by Giulietta Talevi February 19, 2025 Economy & Markets·Politics
The Expropriation Act and the ANC’s reliance on gloved hand-waving Ramaphosa’s politics of performance risks disappointing the ANC’s supporters when its legislative innovations don’t result in the promised changes… by Tim Cohen January 27, 2025 Opinion·Politics
AI, Trump and China: Decoding 2025’s investment playbook How investors in South Africa should play the big themes of the year: AI, Trump and China (here’s looking at you, Naspers)… by Tim Cohen January 8, 2025 Investing & Finance·Opinion
1 The four rules of investing (and why simple is so hard) January 21, 2026 Becoming a better investor is deceptively simple. Good investing is…
3 Open letter to Piet Viljoen: Why King can keep feral firms in check January 20, 2026 Out-of-control executive pay and mute shareholders are why listed South…
4 RIP Davos, the birthplace of ‘woke banks’ and ‘lab-grown meat’ January 20, 2026 The WEF in Davos is nothing less than an expensive…