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More by Stuart Theobald…
STUART THEOBALD: ‘Investment strike’ narrative debunked: Companies align with profits
Private sector investments align with profits, while public sector investment lags
STUART THEOBALD: S&P upgrade sparks hope for SA’s investment grade return
The record shows the Ramaphosa government can uphold discipline, but what comes after?
STUART THEOBALD: Case against inequality is ultimately a moral one
G20 report focuses not on inequality, but on the consequences of poverty
STUART THEOBALD: A 3% shortcut to BEE compliance — smart incentive or costly loophole?
DTIC’s proposal to let firms buy level 3 compliance through the Transformation Fund replaces one bit of wishful thinking with another
STUART THEOBALD: JSE powers ahead, leaving pessimists in its wake
Investors are minting it while many South Africans remain trapped in crisis mindset
STUART THEOBALD: Curro deal leverages the tax system through private philanthropy
Education charity donation raises questions over tax benefits for providing services that should be state’s responsibility
STUART THEOBALD: Shift risk from shareholders to stimulate infrastructure lending
If governments guarantee finance the risk weighting can be cut to zero, making it far cheaper for banks to lend
STUART THEOBALD: The short-term pain of tariff hikes is real
As global demand slumps SA companies will be supplying less overall unless their goods are highly price inelastic
STUART THEOBALD: Consequences for manipulating markets no matter where you are based
Once the fine is confirmed, the FSCA will have an interesting task on its hands to get the money from Viceroy
STUART THEOBALD: Markets price in a multipolar world in which US no longer makes rules
Smart money is diversifying away from America even as headline indices hit records




















