by David Case | Apr 1, 2026 | Articles, Financial View
WAR, OIL AND INFLATION Once again, global geopolitics has pushed oil prices higher. The escalating conflict involving Iran has raised fears about supply disruptions in one of the most critical energy regions in the world. Even when actual production is not immediately...
by David Case | Mar 2, 2026 | Articles, Financial View
READING BETWEEN THE LINES: A POSITIVE BUDGET, BUT ONE THAT DEMANDS CAUTION The 2026 National Budget positions itself as a turning point, and National Treasury certainly wants South Africans to feel that way. In its official presentation, Treasury frames the Budget as...
by David Case | Feb 2, 2026 | Articles, Financial View
TAX SEASON 2026 – MAXIMISING TAX BENEFITS Each February we highlight the same topic, and for good reason. South Africa’s tax year for individuals ends on 28 February, and several powerful tax allowances operate strictly on a “use it or lose it” basis. If you...
by David Case | Jan 2, 2026 | Articles, Financial View
ONE FINANCIAL GOAL FOR 2026: BE BETTER OFF THAN YOU WERE IN 2025 As the calendar flips to a new year, many of us start thinking about resolutions – eat healthier, exercise more, learn a new skill. But what about your financial health? If you’re looking for one...
by David Case | Dec 1, 2025 | Articles, Financial View
WHY LOWER INTEREST RATES BENEFIT SOUTH AFRICAN CONSUMERS AND LONG-TERM INVESTORS South Africa’s monetary policy has entered a new era of lower interest rates, with the repo rate recently cut to 6.75% as inflation trends toward the 3% target. This shift offers...
by David Case | Nov 3, 2025 | Articles, Financial View
THE PSYCHOLOGY OF FOMO AND INVESTING IN A RALLY As equity markets around the globe surge, the mood among investors often shifts from cautious optimism to euphoric urgency. Headlines trumpet record highs, social media buzzes with success stories, and suddenly, everyone...
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