South Africa
Has South Africa Reached Escape Velocity…
The precious metal bonanza has not resolved the South African economy’s plight. Nor did it improve its public debt sustainability issues. Investors should brace for a reversal in South African stocks, bonds, and the currency.
South Africa Eases As Growth Slows, Inflation Stays Contained…
South Africa: Lower Rates, Rising Public Debt…
South Africa Cuts Rates, More Easing Likely As Growth Slows…
In this chartbook, we look at the balance of payments across DM and EM countries. The US does not fare well, but neither do a few other countries.
The South African government seems to believe that some fiscal retrenchment can stabilize the public debt-to-GDP ratio. But that’s a misconception. The country will need draconian spending cuts to achieve this.
South Africa: What Is The Optimum Policy…
South Africa: Time To Upgrade…
Can The New Coalition Save South Africa…