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Where will the Treasury borrow from?
That's Trillion with a t
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Roy Havemann
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Navigating by the stars under cloudy skies
What did we learn from the Jackson Hole lekgotla?
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Roy Havemann
In London, the opposite of love is indifference
A visit to London revealed indifference to South Africa, neither interesting enough to buy debt nor interesting enough to offload. “Meh.” was the…
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Roy Havemann
Banking Monthly: The race is on (NII v NPLs)
Rising interest rates lead to improved bank profitability. But as the economy deteriorates, for how long?
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Roy Havemann
Fiscal Futures – I: Debt drama
Is the fiscal position sustainable? Yes, but only just – and with primary balance forecasts that are somewhat optimistic – leaving the framework open to…
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Roy Havemann
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Not just fancy accounting
National Treasury is thinking ahead
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Roy Havemann
How the Chinese fixed loadshedding
Two things can boost South Africa's electricity output in 2023: separating Eskom into focused entities and allowing more private-sector generation
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Roy Havemann
To go BIG or not?
The cure for SA’s ills should not be worse than the disease
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Roy Havemann
havemania
Random thoughts, mainly on economics and policy, plus links to great sites. I am South African CEO of www.krutham.com a research-led consulting firm with offices in Johannesburg, Cape Town, London and Boston.
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