The 0.9% Growth Number Shows That South Africans Are Getting Poorer
South Africa’s 0.9% economic growth number is lower than its rate of population growth, meaning that on a per capita basis, the country is getting poorer.
9.9.2026 |
Bheki Mahlobo
What's Driving the US Yield Spike – And the Bessent-Warsh Standoff Behind That
A note from advisory firm Frans Cronje Private Clients explains the six forces behind the spike in US bond yields but argues that the even more important story is the battle between US Treasury Secretary Scott Bessent and Federal Reserve Chair Kevin Warsh and its context in the larger US-versus-China struggle over the future of the dollar.
2.9.2026 |
Bheki Mahlobo
Estimating What South Africa Would Gain from Exploiting Its Oil and Gas Reserves
Last week the Constitutional Court largely shut the door on oil and gas exploration and development in South Africa. The losses will be staggering.
19.8.2026 |
Bheki Mahlobo
South Africa Could Halve Unemployment by Taking This Electricity Decision
An analysis by The Common Sense shows that South Africa is much closer to generating enough electricity to grow its economy at 5% than the routinely pessimistic mainstream assessments and analyses suggest.
11.8.2026 |
Bheki Mahlobo
The Amazing Story of the Fall and Rise of South Africa’s Government Debt Level
When the ANC first came to power, the fear among corporates, investors, and diplomats was that the party would mess up South Africa’s national finances, quite the opposite happened… at first.
7.8.2026 |
Bheki Mahlobo
South Africa Built a High-Skill Economy Without the Skills to Match It
The share of the South African economy made up of financial services has grown strongly, while sectors which would absorb low-skilled people have shrunk.
24.7.2026 |
Bheki Mahlobo
What to Expect from Iran and the Oil Price for the Rest of 2026
Advisory firm Frans Cronje Private Clients sets out what the firm now expects from the Iran conflict.
22.7.2026 |
Bheki Mahlobo
Does China’s Debt Problem Justify a Bet Against Beijing?
Bheki Mahlobo writes on whether the Chinese poses a real risk to the global economy, or whether Beijing has the strategic acumen to grow out of its deepening deficit.
17.7.2026 |
Bheki Mahlobo
SA Secures a False Win on Tariffs
The US Supreme Court reduces tariffs on South Africa, but that will be unlikely to shift the needle on economic growth.
24.6.2026 |
Bheki Mahlobo
Low Confidence Is Still Holding South Africa Back
Bheki Mahlobo writes on the long-term trend of consumer and business confidence in South Africa.
22.6.2026 |
Bheki Mahlobo
