Krutham

In our first episode of the Krutham Perspective, Matthew le Cordeur, who heads up our just energy transition research, explains how the International Sustainability Standards Board (ISSB) is gaining traction internationally as jurisdictions increasingly adopt the IFRS S1 (general sustainability) and S2 (climate) reporting standards. Listen now: https://lnkd.in/gFKc6HD2 #JustEnergyTransition #KruthamPerspective

We are excited to bring together Anja Cawood (Phatisa), Marike Fourie (Inspired Evolution) and Jackson Mwatha (Villgro Africa) for a masterclass on impact investing. Our upcoming masterclass on 12 September is not just about listening – it’s about exploring the future of impact investing in Africa. Join us on 12 September to learn from their experiences and insights. Register now - https://lnkd.in/dZxq_QJh   #ImpactInvesting #Sustainability #Leadership

The GNU must lock and load now to see growth fruits by 2025. Time, communications and expectation management are key, writes Peter Attard Montalto. Visit https://lnkd.in/d7xFY7Km to read more.

Transnet’s PR drive on its volume projections doesn’t help compared with the more realistic position of the government. Expectations need to be appropriately set all round with key reform timelines and milestones communicated, writes Peter Attard Montalto. Read more at https://lnkd.in/d7xFY7Km

People are struggling with the complexity of the logistics reform process. Reform here, what it entails and what it means, is far newer and has been reached as a policy consensus of the government (which Transnet must obey through instructions from its shareholder). The most complex thing is timelines. The turnaround will be slow. Read more at https://lnkd.in/d7xFY7Km

No fiscal stimulus is expected as National Treasury focuses on debt reduction and structural reforms for growth, which means we’ll have to wait for a revenue boon later, writes Peter Attard Montalto in his Business Day column. Read more at https://lnkd.in/d7xFY7Km

The absence of any form of coalition agreement and a framework that addresses critical policy issues is a key concern, writes Peter Attard Montalto in his Business Day column. Moreover, there’s a growing sense of uncertainty about the logistics of this coalition and how politics will unfold within the cabinet structure, particularly related to disagreements between parties. Read more at https://lnkd.in/d7xFY7Km

The GNU and elections happened at an awful time, with businesses, especially in their forward planning, having become (overly) stuck in a pessimistic rut. As such, people struggle to do a major about-turn midyear. Board and strategy C-suite planning for the year ahead — often kicking off in September and October – is therefore important if there are to be some animal spirits released into investment decisions for 2025 and so demand for credit for investment. (Does anyone in the GNU actually understand that businesses work in these cycles and so timing is important?) Read more at https://lnkd.in/d7xFY7Km

It’s time for the GNU to focus on execution, ensuring the seeds planted today yield economic growth in 2025, writes Krutham analyst Peter Attard Montalto. The country’s growth outlook depends on structural reforms, stability within the GNU and strategic economic planning. Success will require clear communication, policy coordination and navigating potential risks. Visit https://lnkd.in/d7xFY7Km to read more.

What are the critical metrics for success in impact investing? Join our masterclass to discover how industry leaders define and measure success beyond financial returns. On 12 September, Krutham will bring together representatives from the 2024 award winners for an in-depth discussion on the metrics that matter most in driving transformative change across Africa. Don’t miss this chance to learn from the best in the industry and gain the insights you need to make a meaningful impact. Register now at https://lnkd.in/dZxq_QJh #ImpactInvesting #Sustainability #Africa