Delivering on a balanced fiscal strategy

In a constrained fiscal environment, credibility must be earned through action

25 May 2025 - 00:00 By Duncan Pieterse

When South Africa lost its investment grade credit rating in 2020, it marked an important turning point in the country’s fiscal trajectory. The downgrade to junk status signalled to potential investors that the government might face challenges in meeting its debt obligations. Investors in South Africa’s bonds, in turn, demanded a higher interest rate to compensate for the increased risk. Foreign investors who at that time held 37% of the country’s rand-denominated bonds started selling their holdings — reducing their share to current levels of 25%...

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