sa-gdp-2016q4-2016

SA’s GDP rose by a mere 0,3%, against general expectations of 0,5%. It’s likely the economy has seen the worst given the drivers of the decline – agriculture, mining. Manufacturing a major concern given its importance.   Please Click Here To Download Full Article

supporting-growth-amidst-adversity

Despite substantially negative economic sentiment and low expectations of growth – with consensus now at 0.8% – we believe that, with the right kind of immediate action and intervention, South Africa could grow at a rate of between 1.5% and 2% in the next 12 months. Held consistently, we see this escalating to 5.4% by

nascence-strategy-outlook

“All truly wise thoughts have been thought already thousands of times; but to make them truly ours, we must think them over again honestly, until they take root in our personal experience”. This is the thread we follow in discussions in this, the second year of the Nascence Review. We look both at the economy,

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It feels as though we live in revolutionary times, whether this is objectively the case, or just a perception. But perhaps all generations feel this way, which would mean change is only a matter of time and context – in the eye of the generation as it were. Former US chief diplomat, Henry Kissinger, speaks

the-nascence-review-looking-behind-looking-ahead

We are securely in the “new world”, defined to a great extent by volatility.  As we saw with the advent of the Global Financial Crisis and the dramatic events we came to know as the “Arab Spring”, the days of predicting crisis are over. Even those who claim to have predicted it would only have

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“When the rate of return on capital exceeds the rate of growth of output and income, as it did in the nineteenth century and seems quite likely to do again in the twenty-first, capitalism automatically generates arbitrary and unsustainable inequalities that radically undermine the meritocratic values on which democratic societies are based.” Seemingly, this is