South African bonds lead global returns amid political stability

South Africa’s local-currency bonds have outperformed global peers, returning 9.3% in dollar terms this year. The success is driven by political stability post-election, improved fiscal outlook, and a halt in power cuts. Investors are optimistic, with yields expected to fall further. High interest rates and positive inflation trends bolster the appeal, drawing significant foreign investment.

3min read

Banks’ outlook improves as cabinet jitters subside

South African bank stocks have performed strongly over the past month as investor confidence returned following the uncertainty over May’s elections.

3min read

Government doubles down on tapping into pension funds

The South African government is weighing its options regarding revising legislation to allow it to tap into pension funds and other asset managers to fund industrial policy projects.

Alternative approaches are suggested. What do you think of them? 3.5min read