SA Investing

SA Investing

SA's quiet break-up: Why the enclave economy is now the most important investment thesis in the country
SA Investing

SA's quiet break-up: Why the enclave economy is now the most important investment thesis in the country

By
The Common Sense
4 min read
As state institutions weaken, private enclaves and regional power reshape South Africa's future.
Johannesburg’s Mayor Dada Morero.
SA Investing

Johannesburg on the brink: Business groups demand state intervention as city faces financial collapse

By
Bloomberg
4 min read
Johannesburg faces possible government takeover as its financial crisis deepens.
The South African tariff win that changes nothing
SA Investing

The South African tariff win that changes nothing

By
The Common Sense
3 min read
The US Supreme Court just handed South Africa a tariff cut — from 30% down to 12.5% — but economist Bheki Mahlobo says it barely moves the needle.
Dean Macpherson, South Africa's public works and infrastructure minister.
SA Investing

Dean Macpherson's R148bn property play: The government's biggest untapped asset is about to get a manager

By
Bloomberg
2 min read
South Africa moves closer to launching state property company as asset overhaul advances
Enoch Godongwana, South Africa's finance minister.
SA Investing

Who's watching the watchmen of SAs $218bn pension pot, the PIC

By
Bloomberg
2 min read
PIC faces fresh governance turmoil and investment losses.
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