April 29, 2025
Growing a greener SA with hybrid energy investments
South Africa’s energy transition is accelerating, and hybrid renewable projects could be the key to a reliable, low-carbon future. Mamoekeng Matlaila, Infrastructure Portfolio Manager at Sanlam Investments, explores this in a recent piece, highlighting how projects like the Oya Energy Hybrid Facility are stabilising energy supply, driving economic growth, and creating jobs.
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March 28, 2025
Budget blunder doesn’t bode ill
Investment strategist Izak Odendaal of Old Mutual Wealth explores the postponed Budget Speech, South Africa’s fiscal challenges, and global economic trends. He discusses debt sustainability, tax policy, and investment implications, emphasising the need for careful decision-making in uncertain economic conditions.
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February 25, 2025
No one likes a VAT hike, except the “Market”
South Africa’s highly anticipated national budget was unexpectedly postponed, causing uncertainty in both political and financial circles. At the centre of the delay is a proposal to raise Value-Added Tax (VAT) from 15% to 17%.
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March 28, 2025
2025 Budget Speech – delays … but why?
The 2025 National Budget, initially scheduled for 19 February, was postponed amid what many are saying is a disagreement within the Government of National Unity (GNU) regarding various factors, including but not limited to proposed tax increases.
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April 29, 2025
Ashburton Investments signals optimism at recent client roadshow after announcing partnership
Ashburton Investments is entering a new chapter in its "Fully Invested" evolution with its recent client roadshow and after having announced a partnership with global investment powerhouse, Morgan Stanley Investment Management (MSIM) in October last year.
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April 29, 2025
Budget delay a humiliation, but not the end of the GNU, says political analyst
The postponement of the 2025 Budget Speech to 12 March has raised critical questions about South Africa’s economic trajectory and governance under the Government of National Unity (GNU).
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