Real Economy
Striking the right Budget balance
By: Terence Creamer 28th March 2025 There are arguably three ways to view recent developments around South Africa’s Budget process. The first, is to lament. →
Eskom’s four seasons
By: Terence Creamer 21st March 2025 Listening recently to a live rendition of Antonio Vivaldi’s Four Seasons as South Africa descended into yet another unwelcome bout of loadshedding,... →
Trade war blueprint
By: Terence Creamer 14th March 2025 US President Donald Trump’s recently published trade policy agenda leaves absolutely no room for nuance. Not even the tiniest crack has been left... →
What could go wrong?
By: Terence Creamer 7th March 2025 The perils associated with assigning shareholder responsibilities for State-owned enterprises (SOEs) that previously fell under the Department of... →
Has the inconceivable been made conceivable?
By: Terence Creamer 28th February 2025 Absent that dreaded black sharpie, Finance Minister Enoch Godongwana (consciously or unconsciously) engaged in a manoeuvre last week that bore more... →
What next?
By: Terence Creamer 21st February 2025 Amid much hand wringing over President Donald Trump’s hostility towards South Africa, some clear-eyed analysis has emerged confirming that Trump’s... →
New abnormal
By: Terence Creamer 14th February 2025 In normal times, the State of the Nation Address (SoNA) would be the dominant political event in South Africa during the week of its delivery.... →
Transition momentum
By: Terence Creamer 7th February 2025 Recent developments in South Africa’s electricity market point to there being growing, albeit still nascent, momentum behind the country’s energy... →
How should SA respond?
By: Terence Creamer 31st January 2025 Be it apartheid, State capture or even the government of national unity, South Africans know firsthand the importance and influence of politics on... →
Perfect storm?
By: Terence Creamer 24th January 2025 There is every reason to expect that 2025 will be a year of disruption. It’s an expectation informed largely by the reality of widespread national... →