SA’s trade cognitive dissonance

As governments the world over go through the final stages of ebb and flow on opening and closing their economies, South Africa seems to be keeping pace with the global recovery. Merchandise exports continue to outpace imports while the...

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Taking stock. One year of pandemic economics

Heinrich Krogman Before the virus arrived in South Africa the major concern was how Chinese restrictions would affect global markets; trying to figure out which value chains would be affected by the restrictions in Wuhan and how it might spread...

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Opportunities skew during crises

Details on South Africa’s economic contraction are finally available. Unfortunately, the results are worse than anticipated by both the Reserve Bank and National Treasury, which means fiscal and monetary policy will have to be reviewed and adjusted …. again....

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The state of South Africa’s economy, what we know so far

Heinrich Krogman and Anna Ngarachu The latest set of GDP figures for the first quarter of 2020 is expected to be published by Stats SA on 30 June and it’s less a matter of “what’s the verdict?” and more a...

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Post February prospect for South Africa

After delivering a difficult budget for 2020, Minister Mboweni and the Executive Office still face an uphill battle to reassure the business community that policies announced during February’s State of the Nation Address and Budget Speech will be implemented...

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Domestic poultry’s ‘food security catch 22’

Trade protection is an easy sell, especially in an environment where supply-side economics does not deliver the benefits that it is supposed to. The narrative is simple: imports from other countries are displacing domestically produced goods, so intervention is...

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