The Three Events That Could Move Markets in November
Beyond the South African and American elections, November's most consequential event for global markets may be a potential summit between Trump, Xi, and Putin. The meeting could open the way to a sweeping geopolitical settlement that ends the war in Ukraine, eases tensions over Taiwan, and restores stability to the Middle East, triggering a major repricing of global financial markets and signalling a fundamental shift in the international order.
29.10.2026 |
Frans Cronje
This is Why The Common Sense was Created: The Case for Optimism About South Africa and Its People
Frans Cronje says, “The case for optimism, the foundational underpinning of The Common Sense, rests on the conviction that the aspirations of ordinary South Africans remain a stronger and more durable force than the failures of the political and economic establishment. Those aspirations have survived decades of disappointment, and they continue to find expression in the determination of individuals, families, businesses, and communities to build better lives – and it is to give a voice to this, to bring it to the fore, to unite the common ground, and to thereby build a great South Africa that The Common Sense was created.”
20.10.2026 |
Frans Cronje
This is What Families Must do to Survive a Future South Africa
The Common Sense’s guide to South Africa's enclave future.
2.10.2026 |
Frans Cronje
What the ANC’s Terminal Decline Means for the Future of South Africa
The latest polling from the Social Research Foundation and The Common Sense suggests that the ANC is in terminal decline and that South Africa's political fragmentation is deepening.
6.8.2026 |
Frans Cronje
The War in Iran and the Strait of Hormuz: Six Scenarios and How They Will Shape the Global Economy
In this Special Report, The Common Sense sets out six detailed scenarios for the war in Iran together with the global and market implications.
1.7.2026 |
Frans Cronje
A Tale of Two Operating Systems: SpaceX and the South African Economy
The recent SpaceX IPO, given the South African origins of its founder, provided an important juxtaposition to the economic policies of the government of this country, which neatly explains why the one is an extraordinary success and the other languishes in the relegation zone of global economic rankings.
23.6.2026 |
Frans Cronje
South Africa’s Greatest Asset Is Its Common Ground
Polling by the Social Research Foundation and The Common Sense shows a country whose citizens are moderate, centrist, practical, and committed to living and working together to build a great country – and it cannot be stressed often enough that South Africa’s greatest asset now is the common ground and the common values that exist among its people.
12.6.2026 |
Frans Cronje
What Foreign Investors are Being Told About South Africa’s Next Two Years
The upshot is this, “Mr Ramaphosa hangs on, fixed investment remains in the 15% zone, and growth necessarily therefore in the 1% rut, and the enclave phenomenon deepens, establishing a very interesting emerging market that causes South Africa to remain broadly stable in the relative sense of the thing.”
7.6.2026 |
Frans Cronje
Only Upsides for SA’s Middle Classes if They Do These Things
Frans Cronje argues that South Africa may be seeing a fragmentation of the Union of 1910 and that if the enclave-society thesis that flows from that is correct, its most striking implication is that, for middle-class people with a smart grasp of events, there are no more severe material downsides to remaining in South Africa.
11.5.2026 |
Frans Cronje
The Case for South Africa and the ANC’s Return to 50%-Plus
Frans Cronje writes on why the prospect of a 4% or 5% economic growth rate into and through the 2030s, with a stable ANC-led government in Pretoria and much reduced protest levels, is as plausible as any other scenario for the country – especially if the confidence, investment, growth, and living standards lessons of the first 15 years after 1994 can be replicated.
13.4.2026 |
Frans Cronje
