Namibia’s investment surge and offshore oil prospects are redefining its relationship with South Africa and global investors
A lull in US-Iran fighting boosts diplomatic efforts, though tensions over Hormuz and Iran’s nuclear programme remain
South Africa’s reluctance to embrace its mining sector as an engine for growth is both absurd and financially self-destructive
Lower oil prices have eased inflation risks and boosted bonds, but uncertainty over expectations and US rates keeps a July hike in play
Higher oil prices, rising inflation and the rand: South Africans need to brace for a 25-basis-point rate hike
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast
Taxis, guns for hire and the Nigerian man who’s coining it as the Iran war interrupts global oil supply
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and it’s probably not bonds
The US president says he’s called off a strike planned for Tuesday at the request of Gulf allies, but warns the military to be prepared for full, large-scale assault
March’s economic data provides a sense of things looking up. It belies the actual state of the manufacturing sector
Sasol shares are up 50%, to R215, since the start of the war. A year ago they were trading at less than R60. What’s the prognosis?
Iran has fired on three ships in the Strait of Hormuz as the US maintains its blockade and diplomacy stalls
The Iranian oil shock is reversing South Africa’s modest recovery, exposing structural weaknesses in energy, investment and household spending
Tensions between the US and Iran are sharpening in the Strait of Hormuz, amid uncertainty about further talks
The challenge now may not be the short-term disruption to oil supply, but the realisation that the days of cheap oil are over
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds
Godongwana’s fuel relief buys policymakers breathing room, but economists warn the inflation risk isn’t gone – just deferred
US President Donald Trump has lashed out at allies, saying that securing the Strait of Hormuz is ‘not for us’
The pain of petrol and diesel price hikes could be offset by temporarily reducing the fuel levy. That requires the ANC to act – and soon
The Iran conflict has rippled through commodity, currency and equity markets. But the biggest risk for investors is not war, but how they respond
