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The market underestimates the amount of "noise and tension" likely to follow the Joint Constitutional Review Committee's recommendation that the Constitution be explicitly changed to allow for expropriation without compensation.
Political and regulatory uncertainty continue to have a negative impact on SA's growth potential, says Nomura emerging markets economist Peter Attard Montalto.
Shifting support by Mpumalanga ANC head David Mabuza could be key to Cyril Ramaphosa securing the presidency, according to an emerging markets economist.
The SA Reserve Bank is at risk of becoming a scapegoat for low growth into 2019, says emerging markets economist Peter Attard Montalto of Nomura.
A Cabinet reshuffle is imminent and it will have a negative impact on markets and the rand, warns emerging markets economist Peter Attard Montalto.
SA asset prices should perform "ok", but mainly because there are more negative peers to compare to, says emerging markets economist Peter Attard Montalto.
The third quarter will be weaker than the second quarter on numerous indicators including growth and external balances, says an emerging markets economist.
A “containment strategy” from President Jacob Zuma and his supporters is a likely scenario in the coming weeks, says emerging markets economist Peter Attard Montalto.
Headline inflation of 6.5% is forecast for March - down from 7% in February, says emerging markets economist Peter Attard Montalto of Nomura.
The SA Reserve Bank may very well "pause" at the next MPC meeting in May, but then increase the interest rate by 50 basis points in July, says an economist.
In his mini budget Gigaba will remove much uncertainty surrounding his fiscal world view, says an emerging markets economist.
South Africa’s budget is facing a 'hole' of about R50bn despite tax hikes, according to emerging markets economist Peter Attard Montalto of Nomura.
The ANC's policy conference offered nothing to hint at an escape from the low growth trap haemorrhaging the economy, says an emerging markets economist.
President Jacob Zuma seems to find himself in a corner on the matter of a Cabinet reshuffle and could lose face among his own faction if nothing is done, says an economist.
There are four key political areas to watch in the upcoming National Budget speech of 2017, says an emerging markets economist.
The Reserve Bank may have kept the interest rate unchanged for now but there's a meaningful chance it could go up in the first half of 2017, says an economist.
There are likely to be no interest rate cuts by the SA Reserve Bank until the end of 2018, explains an emerging markets economist.
The August 3 local elections are crucial for South Africa and the risk narrative for investors, warns Peter Attard Montalto of Nomura.
Finance Minister Pravin Gordhan's job should not be in jeopardy after answering the questions sent by the Hawks, says political analyst Daniel Silke.
The political story continues unfolding with both sides digging in. Next steps are likely to be legal and messy, says Nomura's Peter Attard Montalto.
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