Equity rally will be sustained only with help from central banks
Even if Moody’s downgrades SA, it’s not irreversible
SA lacks the enforcement tools needed to gain from global trade wars
Tough but realistic budget addresses risks posed by Eskom and public-sector wage bill
‘New dawn’ faces global challenges too
Minimum wage must beat the cost of new technology in the fourth industrial revolution
We need to fix things, not draw up yet another plan

President Ramaphosa's Economic Reconstruction and Recovery Plan is positive but has not outlined incentives for business
Markets Daily: Better growth externally not enough to lift South Africa's exports
Markets Daily: Growth forecasts and the pace of fiscal support withdrawal
Markets Daily: Why Reserve Bank’s forecasts may be too optimistic
Markets Daily: Withdrawing fiscal support too soon will send the economy back into recession
Markets Daily: What is the catalyst for investment and growth?
Markets Daily: Investors waiting on the side-lines for more evidence of economic reforms
Markets Daily: An update on Q3 2020 market performance - good but in other markets outside SA
Markets Daily: South Africa Manufacturing PMI recovery continued in September