The Bottom Line – March 2026
South Africa’s impressive economic momentum continues into 2026, pushing short-term business conditions to levels not seen sustainably since the early […]
War risk will dominate market focus
Against geopolitical developments, last week’s Budget has been largely eclipsed.
Iran War: mixed prospects for SA
In South Africa, the past week was dominated by the 2026 Budget and its analysis.
Budget 2026 well received
Although the 2026 Budget was much in line with our expectations, there was a positive reaction in the Rand and
Preview of Budget 2026
For several years, every Budget has entailed the government walking a tightrope to avoid budget deficits ballooning and the public
Tariffs Overturned, Budget in Focus
South Africa is currently benefitting from global uncertainty instead of being harmed by it
Trump tariff rejection causes upheaval
The past week saw international oil prices surging to six-month highs on anticipation of a possible US military attack on
If Trump Strikes…
This piece was authored by ECMX’s sister company, ETM Analytics Everyone’s eyes are glued to the Middle East right now, and
PMI & Vehicle sales – February ’26
Weak PMI, strong vehicle sales highlight SA’s divergent industry outcomes.
Recap & Outlook: 2 Mar ’26
Recap & Outlook is a single report focused on the key developments of the week.